New Business Account Handler

New Business Account Handler in Ringwood - Our client is a leading insurance broker who are currently looking to recruit a New Business Account Handler. In this role you will... 1. Obtain new Commercial lines insurance clients through prospecting and referrals from existing clients. 2. Take instructions/discuss customer requirements involving client visits as required for provision of insurance cover from new Commercial prospects. 3. Prepare presentations to Insurers, input details online or telephone for quotes as appropriate. 4. Review clients insurance needs and make presentations and recommendations based on information gathered. 5. Issue hold covered letters, cover notes (computerised or manual) and policy documents checking for accuracy prior to issue. 6. Deal with mid-term policy queries, issue endorsements where applicable. 7. Re-broke renewals if increase in premium unacceptable and relay results to customer to enable decision to be made making recommendations accordingly. 8. Manage own files/dead correspondence as per procedures manual. 9. Take details of claims notified and report to insurers. Monitor progress of claims and ensure conclusion. Forward all correspondence to insurers and any claims cheques to customers. Record details on file. 10. Keep training record/CPD activity up-to-date. Our client is looking for someone who has thorough understanding of FSA regulations and guidelines relating to Commercial and Retail customers.You must be able to apply own judgement and experience when making decisions or giving advice to clients, including when to refer to colleagues. You will show the ability to prioritise and organise own workload and have the ability to develop and sustain relationships with customers, working under pressure when necessary. Keyboard skills including MS Word and Windows are needed.

Location: Ringwood
Salary: £20000 per annum + OTE of up to £30,000

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