Account Manager/Handler

To act as an Account Handler in the best interests of the company. This role will primarily be responsible for providing a quality service in support of the account in order to obtain optimum account retention and growth, via the account management, broking and technical
support.

 Prepare documentation for new customers in relation to their insurance requirements in partnership with
account managers
 Obtain renewal terms for customers and identify potential alternative quotations before producing presentations for account managers to discuss with customers
 Prepare documentation for existing customers in relation to renewals and mid-term adjustments in partnership with Account Executives/
 Ensure all customer details are recorded accurately and entered onto system in a timely fashion
 Under supervision, prepare renewal closings from renewal meeting minutes and ensure cover bound by renewal date
 Deal with Insurer queries in relation to customer policies
 Assist with customer queries relating to existing policies and liaise with insurers regarding potential changes and new terms for policies
 Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required
 Prepare debit notes and policy summaries
 Secure delivery of policy documentation from insurers and check prior to approval and release by
Account Executive
 Deal with account queries and credit control matters highlighting any concerns to account managers in a timely manner
 Understand and apply fundamental legal and regulatory policy in relation to internal policies and the insurance contract as required

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