Description:
We are looking to recruit an Account Manager to join our growing Housing Division based out of our Chelmsford office.
Our Housing division is a fast-paced, collaborative group of dynamic professionals who are all driven to succeed. If you share this attitude, we look forward to hearing from you.
You will be responsible for providing account servicing support and ensuring effective servicing of client accounts.
Reporting directly to the Housing Director, you will work with experienced Account Executives & Directors and together provide outstanding service to our wide range of clients within the commercial space.
Responsibilities
- You will be responsible for creating documents for new customers, along with any mid-term adjustments and renewals information too.
- Ensure all customer details are recorded accurately and entered on to the system in a timely fashion to ensure data integrity.
- Obtain renewal terms for customers, always ensuring you've explored other options before providing the best available solution.
- Prepare renewal closings from meeting minutes and ensure cover is bound by renewal date.
- Manage insurer and customer queries about their policies. Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required.
- Deal with account queries and credit control matters highlighting any concerns.
- Apply fundamental legal and regulatory policy in relation to internal policies and the insurance contract as required.
Qualifications
- Commercial insurance knowledge is essential.
- Holding or working towards one of the Chartered Insurance Institute Qualifications: Cert CII/Dip CII is desirable as is being educated to GCSE standard or equivalent.
- Worked to targets within a regulated, measurable framework and achieved SLA’s.
- Evidence of rapport-building and experience in providing solid customer service focus with outstanding communication and social skills.
- Due diligence and process driven to deadlines, happy to forward plan, organise and analyse information.
- Highly accurate with a strong attention to detail, using initiative when assisting team members.
- Fully proficient in Acturis.
- Eligible to work in the UK.