Senior Account Handler

IDEX Consulting; Birmingham; On-site; GBP 55,000; Full time

Job summary

A prominent insurance firm in Birmingham is seeking a Corporate Account Handler to manage corporate client portfolios and deliver exceptional service. Key responsibilities include assessing insurance needs, negotiating terms with underwriters, and administering policies. The role offers a competitive salary of £55,000 and comprehensive benefits, alongside opportunities for training and development within a supportive team environment.

Benefits

Competitive salary

Comprehensive benefits package

Ongoing training and development

Responsibilities

• Manage a portfolio of corporate clients and maintain strong relationships.
• Identify and assess clients' insurance needs and recommend products.
• Negotiate insurance terms and premiums with underwriters.
• Issue and administer insurance policies, handling renewals and cancellations.
• Respond promptly and professionally to client queries and claims.
• Monitor clients' insurance requirements and recommend policy adjustments.
• Maintain accurate records of clients' insurance policies and interactions.
• Stay updated with changes in the insurance industry and regulations.
• Collaborate with colleagues across departments for comprehensive service.

Job description

Company

The company is described as having a reputation for excellence and a commitment to delivering exceptional customer service. This suggests that the company places a strong emphasis on quality and client satisfaction.

Responsibilities

• Client Portfolio Management: You will be responsible for managing a portfolio of corporate clients. This involves building and maintaining strong relationships with these clients, which is crucial in the insurance industry.
• Assessing Insurance Needs: Identifying and assessing the insurance needs of your clients is a fundamental part of the role. You will need to understand their unique requirements and recommend suitable insurance products and solutions accordingly.
• Negotiating Insurance Terms: You'll liaise with insurance underwriters on behalf of your clients, negotiating insurance terms and premiums. Effective negotiation is essential to secure favourable deals for your clients.
• Policy Administration: Your responsibilities include issuing and administering insurance policies, which encompasses handling renewals, cancellations, and endorsements. Attention to detail is crucial in this aspect of the role.
• Client Support: Responding to client queries, concerns, and claims promptly and professionally is essential for maintaining client satisfaction and trust.
• Policy Monitoring: You will monitor clients' insurance requirements over time and recommend adjustments to their insurance policies as necessary. This demonstrates a proactive approach to client service.
• Record Keeping: Maintaining accurate and up-to-date records of clients' insurance policies, claims, and interactions is vital for compliance and ensuring a smooth client experience.
• Industry Knowledge: Staying up-to-date with changes in the insurance industry and regulatory requirements is important. Sharing this knowledge with colleagues and clients helps provide informed guidance.
• Collaboration: Collaboration with colleagues in other departments, such as claims, risk management, and marketing, is emphasised. This holistic approach ensures clients receive comprehensive service.

Benefits

• The role comes with a competitive salary of £55,000 and offers additional benefits, including a comprehensive benefits package, ongoing training and development opportunities, and the chance to work with a supportive and friendly team of insurance professionals.

In summary, this Corporate Account Handler role in Birmingham offers a well-rounded opportunity for individuals interested in the insurance sector. It involves client management, policy administration, negotiation, and collaboration, with a strong focus on delivering high-quality service to corporate clients.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.