Account Handler - Wokingham

Job description

We are seeking a Customer Support Account Handler based in our Wokingham offices for Towergate Insurance Broker.

This role is to provide a quality administrative service to all clients covering all aspects of their insurance arrangements.

Purpose and key responsibilities of the role:

• To provide broking and administrative services to clients, confining advice and information to those areas in which the jobholder is deemed competent, otherwise seeking advice as appropriate. Including but not limited to:

• To collate and prepare reports for both client and insurer market.

• Checking policy documents (including endorsements) for accuracy prior to receipt by clients.
• To handle the invoicing of premiums due, maintaining effective credit control in respect of allocated clients.
• To process correspondence, renewals, pre-renewal activity, quotations and computer input.
• Ensuring that all post and diary activity is completed on a daily basis.
• Manage own files as per local procedures.
• Handle inbound queries and tasks on behalf of the Account Executive

• To understand client’s situation, opportunities and problems and design of appropriate solutions.
• Ensure where possible, premiums are settled in accordance with company credit control procedures.
• To ensure compliance with local procedures, customer service standards and external compliance regulations, e.g. FCA.
• To undertake training in line with agreed objectives and keep up-to-date with technical, legal and market developments via use of e-learning, internal training and reading market related material.
• Develop and maintain positive ongoing relationships with Insurers and Underwriters in a professional manner.
• The jobholder will, at various times, act for the insured and insurer. The jobholder will be responsible for adhering to all the Group's procedures and policies in relation to the identification and management of potential conflicts of interest and for the fair treatment of customers, and will ensure they follow the systems and controls operating to ensure that this is the case.
• To ensure that any customer complaints are identified and handled strictly within the company’s complaints procedure.
• To undertake any other task as may reasonably be required by the Company.

The role holder will:

• To assist and carry out insurance administration as required. To provide day-to-day servicing, and administration of clients’ insurance programmes in a timely, technically accurate and cost-effective manner, in accordance with procedure and performance standards.

Functional Knowledge/ technical knowledge:

• Be a proficient user in Microsoft programmes including Word, Outlook and Excel
• Essential to possess accurate data inputting skills
• A background in general insurance, with experience in Motor Fleet and Motor Trade insurance products would be advantageous, but full training will be given for applicants without insurance experience.
• Desirable to have a sound working knowledge of the Acturis system

So, what are you waiting for? Apply today and one of our team will be in touch.

Benefits:

• Company pension
• Employee discount
• Life insurance
• Referral programme
• Store discounts
• Wellness programme

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Wokingham: reliably commute or plan to relocate before starting work (required)

Work Location: Office based in Wokingham

#AIB #LI-KB2 #TIB

Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.

If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.

Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. No Agencies please.

Click here here to see our standard benefits page