- Build and maintain professional client relationships, providing expert product advice.
- Manage daily client communications, including telephone and basic queries.
- Handle incoming post and maintain diaries.
- Check policy documentation and issue Green Cards.
- Process mid-term adjustments (MTAs) and obtain renewal terms.
- Manage claims: initial handling, FNOL receipt, and referral of complex cases.
- Oversee vehicle declarations: review adjustments and claims, calculate premiums, submit to insurers, update records, invoice clients, and instruct GRM when needed.
- Process vehicle amendments: update records, process MID, notify insurers, and confirm with clients.
- Manage driver referrals: gather client information, liaise with insurers, confirm terms, and update records.
- Conduct file handovers and confirm cover: verify MID accuracy, update vehicle schedules, risk registers, declaration spreadsheets, issue confirmations, and maintain CRM trackers.
- Ensure compliance with company policies, FCA conduct rules, data security, and best practice guidelines.
- Handle complaints per company policy and support business needs, including premium collection, aged debt queries, invoicing, and adjustments.
- Minimum of 2 years’ experience in Commercial Insurance account management.
- Strong communication skills with a focus on delivering excellent customer service.
- Solid understanding of insurance compliance, including FCA conduct rules.
- Proficient in IT systems and confident using digital tools in a professional environment.
- Team player
- Salary of £25,000 - £33,000 pa – dependent on Experience
- Excellent career prospects
- On-site parking
- Company pension