Are you an experienced Insurance Account Handler Are you looking for a new career path and want to be part of a growing company based in Croydon.
The main role is to ensure that their clients receive the best insurance service possible, by offering them tailored solutions that meet their needs and budget. You will also look for opportunities to expand the business with existing clients, by suggesting additional or alternative cover that might benefit them.
Salary - £40K-£50K Per Annum DOE

Monday to Friday 09:00-17:00

The office is based in Croydon (CR0)

Holidays 25 days per annum
Main responsibilities and duties

• To ensure the fair treatment of our customers and prospective customers in all of their dealings with us.

• Deal with new business, mid-term adjustments and renewals, primarily in the construction market according to company procedures and practice, referring to senior colleagues, experts or insurers when issues fall outside of own competencies or knowledge.

• Carry out instructions regarding the arrangement or amendment of insurance for clients, referring queries to the appropriate person when the enquiry falls outside own knowledge, competencies or experience
• Deal with telephone enquiries promptly referring the query to the appropriate person when the enquiry falls outside own knowledge, competencies or experience.
• Ensure that all communications with insurers or customers are accurately recorded on file, or electronically, as per the Firm’s usual procedures.

• Input new business, amendments and renewals on Acturis to maintain accurate records, keeping hard-copy records on customer files where appropriate in accordance with the firm’s standard procedures

• Exercise judgement when reviewing proposals, either new or renewals, referring to a senior colleague or insurer when appropriate

• Attach correct policy wordings to certificates including any other relevant or required wording (exclusions, conditions, warranties, etc) in respect of self-issue policies.

• Liaise with Insurers, other company staff and Claims Handlers when appropriate

• Where appropriate to carry out other reasonably assigned tasks within the company

• Carry out regular training as appropriate to the position held and areas of activity and as agreed in your individual training plan, to maintain competencies in accordance with FSA requirements, using the firm’s agreed training systems
Knowledge/Skills:

• Expertise in FCA regulations and guidance for [commercial and/or consumer] customers

• Expertise in company-specific procedures and protocols Excellent oral and written communication skills

• Eagerness to keep learning about insurance and related topics through formal and informal sources, both inside and outside the firm

• Ability to plan and manage own workload to meet deadlines

• Ability to collaborate with colleagues when needed

• Ability to build and maintain customer relationships

• Ability to write effective letters and reports

• Confident and proficient phone skills

• IT Proficiency on MS Word, Excel, Outlook and Acturis (Acturis is not required but would be beneficial) Competencies

• Maintains own competence and compliance status

• Treats customers fairly and in accordance with FCA Insurance Conduct Principles

• Analyses, evaluates and accurately records customer demands & needs

• Provides a compliant service to customers

• Manages own time effectively
If you are interested please apply asap.