Motor Account Handler (sales)

Location

North West: Cheshire.

Salary

£19,000 - £19,000

Job Reference

RDT50415

Job Profile

Opportunity to join an existing motor insurance team to support personal lines clients - ensuring conversion of new business, servicing of existing accounts and retention of renewals.

Main Tasks:

Respond to enquiries from clients, brokers and underwriters received by phone, letter or e-mail in a courteous and helpful manner and ensure that all information required by clients or underwriters is obtained and communicated.

Complete the key task of "fact finding" to identify clients' requirements and to provide a quotation to fulfil their needs.

Using the information gathered, determine which Insurers will provide the most competitive rates for the covers required.

Obtain quotations, using quotation system, rating guides or by referring to insurers. 

Communicate quotations, advising the most appropriate in terms of price and cover to meet the customer's needs.

Discuss any "additional" covers to ensure that all insurance requirements are satisfied.

On verbal quote acceptance issue written confirmation, providing full details of cover, enclosing proposal(s) for completion and the "Terms of Business" document.

Issue invoices and policy documents and update client records.Provide assistance with actions related to referrals, mid-term adjustments, claims and raising of renewals.

Scrutinise new business documents received from insurers and pass to Administration section for processing.

Ensure that the paper files and system records are created for new business and updated following all client contacts.Liaise with accounts department, chase and receive payments, issue receipt documents and send renewal documents

Applicant Requirements

Candidates must have knowledge/experience of the following insurance classes of business: private car, home and taxi.  Also looking for knowledge of: principles on insurance, new business and quotations, renewals, accounting and processing.  The role requiries good communication skills, negotiating and telesales skills and computer literacy.

Contact

Richard Townsend
Tel: 0161 839 4199 Mon to Fri 8.30am - 5.30pm.
Email: rtownsend@iauk.co.uk
IAUK

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