Renewals Account Handler

CV-Library • Telford, Shropshire • 1h ago

£26,000 basic

Telford

Key Responsibilities:

Handle a portfolio of smaller and medium sized insurances/clients.
Telephoning clients prior to their renewal and going through a pre-renewal fact find.
Calculating and delivering renewal premiums.
Negotiating and securing the business for a further 12 months.
Agreeing payment methods and arranging finance of renewal premium, if required.
Cross-selling policies the client does not currently have.
Meeting tight deadlines and achieving KPI's which include renewal retention, rate changes and cross-sell penetration.
Provide a quality service to clients covering all aspects of their insurance arrangements; to advise, arrange and secure the appropriate cover at a competitive premium.
Take instructions relating to the provision of insurance cover from clients and Senior Account Handlers/ Accounts Executives when appropriate.
Check policy documents, (including endorsements), accuracy prior to receipt by clients.
Obtaining quotations for both new and renewal business.
Obtaining quotations and arranging cover.
Verifying documentation and endorsements.

Key Skills and Experience:

Experience in customer retention, service, account management, and insurance is preferred
Strong organisational and administrative skills
Excellent communication and interpersonal skills
Proficiency in using CRM software and other relevant tools
Attention to detail and accuracy
Ability to work effectively in a team and independently
Previous experience in the insurance industry is an advantage