Account Handler Vacancy


Position: Account Handler

Location: Perth

Salary: Competitive

Experience: Essential

An opportunity has arisen for an experienced Commercial Account Handler to join our team at our head office in Perth.

The ideal candidate will have previous commercial broking experience across all classes of business with a good technical knowledge of products.

There will be outstanding account support provided along with a unique service proposition, backed by one of the strongest independent brands in the industry.

Full details of the job description can be found below:

Main Duties and Responsibilities

  • Provide administrative support to Account Executive and accompany on client visits where necessary
  • New Business and Renewal Broking [adopting defensive strategies] following discussion with Account Executive
  • Discuss Strategy with and prepare accurate submissions for Insurers
  • Obtain all quotations and compare differences in cover and policy wordings
  • Analyse claims prints and cross refer with claims department
  • Prepare Reports for New Business and Renewals in advance of client meeting, assuring all deadlines are met
  • Provide support service to a broad range of both Commercial & Corporate Clients
  • Day to day contact for clients handling all queries/amendments
  • Keeping internal systems up to date at all times
  • Check and issue both New Business/Renewal documentation and MTA endorsements in a timely manner
  • Invoice as required – accurately and in a timely manner
  • Credit Control – chase outstanding monies where required

Skills and Experience

  • Excellent communication skills
  • Good knowledge of general insurance contracts & cover provided
  • Knowledge of Acturis system including accurate preparation of reports & presentations – preferable
  • Obtain insurance industry qualifications as appropriate to job and maintain knowledge as required by CII via CPD record
  • Maintain a good working relationship with clients, Insurers and Colleagues
  • Ability to prioritise tasks/workload to meet deadlines
  • Attention to detail
  • Knowledge of FCA regulations and compliance

To apply for this vacancy, please forward all CV’s to Perth Branch Director, Anita McGregor