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Permanent

Renewals Account Handler

Wellington
money-bag 26000.00-26000.00 Annual
Posted 1 week ago

Renewals Account Handler 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 ..... full job details .....

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