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Trainee Insurance Account Handler

Job LocationTuckswood
EducationNot Mentioned
Salary£22,000 - £24,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Are you looking to begin a Career in the Insurance IndustryOur Client, a successful and well known Insurance Broker, is looking to recruit a Trainee Commercial Account Handler for their team.You will have an enthusiastic Client focused approach and you will be supported by Colleagues within a close-knit team.Our Client offers an attractive benefits package and a proven interest in career development within a proactive team environment which all means that this really is an opportunity for you to learn and develop new skills.Responsibilities of the Commercial Account Handler role after training include:

  • Check new policy documentation for accuracy and forward to clients or liaise with insurers
  • Ensure all documents and correspondence are added into the company system
  • Negotiate and invite renewals of allocated clients policies
  • Ensure all client records reflect the current risk on cover at all times
  • Process mid-term adjustments and quarterly declarations
  • Deal with clients enquiries on a daily basis, respond promptly and manage expectations
  • Ensure cover notes are issued where appropriate
  • Create a pre-renewal register for clients review as requested
  • Provide support to team members to ensure client needs are met, particularly during peak periods or in times of holiday /absence
  • Maintain an effective diary system
  • Liaise with the Claims department for claims queries and reports
  • Create all invoices and relevant credit notes for new business, renewals, mid-term adjustments
To be a successful Trainee Commercial Account Handler you will have:
  • Ambition to start a career in Insurance
  • Ability to learn and develop new skills combines with a good academic background
  • Excellent communication and organisational skills
  • Good IT skills
  • Willingness to study for professional Insurance qualifications

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