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Account Handler - Real Estate & Construction (Insurance)

Job LocationBirmingham
EducationNot Mentioned
Salary£30,000 - £45,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

A great new opportunity has come to market for an Account Handler - Real Estate and Construction working for a leading Independent Chartered insurance Broker who aim to provide innovative insurance solutions for all its clients needs.This role is based in our clients Birmingham City Centre Office.Duties and Responsibilities:

  • Work closely with Account Executives and Directors to provide highest standard service to customers.
  • Secure and arrange appropriate cover at renewal at a competitive premium, completing all relevant documentation/computer work and hand over to relevant Account Executive/Director (if an allocated case).
  • Take instructions relating to the provision of insurance cover from clients and Account Executives when appropriate.
  • Give instructions to insurers.
  • Ensure mid-term adjustments and declarations are processed and records updated.
  • Maintain appropriate rating spreadsheets, calculate additional and return premiums and understand competitive market rating.
  • Handle the invoicing of all premiums due.
  • Check all documentation (ie, policies and endorsements) for accuracy prior to sending to client.
  • Obtain quotations for any relevant new policies/renewals.
  • Be conversant with Company Procedures manual and the requirements of the FCA and to implement and maintain procedures as stipulated.
  • Be aware of market conditions and the strengths and weaknesses of competitors.
  • Visits to customers were agreed with the Account Executive.
  • Monitor trends, analyse results, and prepare feedback to senior staff.
Knowledge RequiredExcellent knowledge of
  • All classes of business offered by the Recon Division with reference to appropriate experts when the cover falls outside your own experience.
  • Good knowledge of other classes of business.
  • The insurance markets available.
  • General insurance and underlying legal principals.
  • All company specific procedures.
  • The regulatory requirements of general insurance in operation at any time.
  • FCA regulations and guidelines relating to commercial customers.
  • Willingness to continue to develop knowledge of products and related issues through formal and informal learning, both internally and externally.
Skills Required
  • Excellent communication skills (written and verbal) that are effective and meet business needs.
  • Ability to prioritise and organise own workload.
  • Excellent team working skills.
  • Ability to work under pressure and to deadlines.
  • Ability to apply own judgement and experience when making decisions or speaking to clients and at the same time, knowing when to refer to an appropriate expert.
  • Excellent negotiation skills.
ApplyThis is a great opportunity for an existing Account Handler to take the step up into Account Executive responsibilities and to further your insurance career. Do not miss out, apply with your CV today!For further information please contact one of our specialist consultants on and quote job reference NJR14567

Keyskills :
Commercial Insurance Construction Insurance General Insurance Insurance Real Estate Insurance

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