Position: Account Handler
Location: Dundee/Aberdeen
Salary: Competitive
Experience: Essential
We’re on the lookout for a full time Account Handler to join our team in Dundee or Aberdeen.
The ideal candidate will have previous commercial broking experience across all classes of business with a good technical knowledge of products.
You will be provided with outstanding account support, a unique service proposition and 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 Dundee Branch Manager, Kirsty Mackie, kirsty.mackie@gs-group.uk.com