Account Handlers

Job Description

Job Title: Account Handler x3Location: StockportSalary: £25,000 + £6000-£12,000 commissionWorking hours: Monday to Friday 9am - 5pmSaturday 9am - 1pmSaturdays are alternate, one on one off.Our client work in the insurance sector and specialise with property and motor insurance. Established for nearly 10 years, they have plans to grow and are recruiting for 3 Account Handlers to join them on a full time permanent basis.Reporting to the Sales Manager, the Account Handler will carry out the following:

• Respond to enquiries from clients, brokers and underwriters received by phone, letter, e-mail or fax in a courteous and helpful manner and ensure that all information required by clients or underwriters is obtained and communicated.
• To make outbound calls to clients about new enquiries, chasing outstanding quotes and offering renewal quotations where applicable. Call volumes will need to be an acceptable level as confirmed by the sales manager with new leads to be chased periodicallythroughout the day with a minimum of three contacts daily and initial contact made as soon as the enquiry is sent where possible.
• Complete the key task of "fact finding" to identify clients requirements and to provide a quotation to fulfil their needs.
• Using the information gathered, determine which insurers will provide the most competitive rates for the covers required.
• Obtain quotations, using quotation system, rating guides or by referring to insurers. Communicate quotations, advising the most appropriate in terms of price and cover to meet the applicants needs.
• Discuss any "additional" covers to ensure that all insurance requirements are satisfied.
• If the quote is accepted verbally, the jobholder will issue written confirmation, providing full details of cover, enclosing proposal(s) for completion and the "Terms of Business" document.
• Issue invoices and policy documents and update client records.
• The jobholder will share responsibility for dealing with any actions attaching to existing clients on mid-term adjustments and claims and will occasionally refer to senior colleagues.
• Maintain the system for raising renewals, which should be actioned 4-6 weeks before renewal date. Manage the departmental diary system and produce renewal documentation.
• Scrutinise new business documents received from insurers and pass to Administration section for processing.
• Handle referrals from the Administration section in respect of renewals, where appropriate.
• Ensure that the paper files and system records are created for new business and updated following all client contacts.
• Liaise with accounts department to ensure that credit control rules are followed and that cash flow objectives are achieved.
• Chase and receive payments by cheque, credit card and direct debit for new business, renewals and policy amendments. Issue receipt documents and send renewal documents.
• Other duties and responsibilities as may be required by the Managing Director.

To be considered for the Account Handler role, it is essential that candidates possess the following:

• Previous sales/telesales background and experience of working to KPIs
• Excellent communication skills
• Very customer focussed

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.Tate is acting as an Employment Business in relation to this vacancy.