Account Handler

Updated:
Mar 31, 2025 - The Account Handler maintains professional relationships with clients and insurers, ensuring efficient policy administration and supporting Credit Control with overdue premiums. Responds independently to client and insurer queries, coordinates renewals, and processes policy adjustments proactively. Oversees servicing of Commercial accounts through the renewal lifecycle and collaborates on new business with Public Sector prospects.

Job Summary:

• Balance day-to-day client contacts with providing a robust administrative support.
• Prepare renewals and client information presentations and assist in preparing RFP responses
• Work with the technical operations function to ensure good credit control is maintained and bad debt is managed and kept to a minimum
• Coordinate and resolve customer service inquiries that entail research and interactions with carriers or agents
• Act as a conduit between the clients and internal service providers throughout the cover period to ensure that accounts, risk documentation and claims are handled in a timely and efficient manner.
• Drive all KBIs through robust actions plans and daily disciplines
• Understanding and delivering operational processes
• Building mutually beneficial relationships with Customers
• Maintaining and enhancing existing client relationships.
• Acquiring new client relationships helping to contribute to financial targets.
• Developing and maintaining professional relationships with insurer partners, affiliates, and other appropriate third parties.
• Issuing documentation within agreed service standards.

Skills on Resume:

• Administrative Support (Hard Skills)
• Renewal Management (Hard Skills)
• Credit Control (Hard Skills)
• Customer Service Management (Hard Skills)
• Relationship Building (Soft Skills)
• Process Management (Hard Skills)
• Client Acquisition (Soft Skills)
• Documentation (Hard Skills)

Job Summary:

• Establish and advise on client’s requirements.
• Initiate and authorise new business quotes to deliver the best product and terms to meet the client’s need within agreed SLAs.
• Monitor and analyse products in the market place and recommend enhancements designed to ensure NIS delivers the best products and maintains competitive advantage.
• Advise and guide the branch network on NIS product range, including specialist and unusual covers so that have the knowledge and the support required to sell both core and more specialist NIS products to customers.
• Identify and advise on opportunities for the branch network to cross sell to maximise income, retain business though offering a complete solution and minimise errors and omissions exposure.
• Develop and deliver training on products and process to enhance team knowledge and case handling skills and improve the quality of service.
• Audit and provide feedback on the quality of process and application of technical knowledge to identify training needs and contribute to continuous improvement.
• Be heavily involved in the renewal process, and also help market any new business cases won by colleagues.
• Launch new products, manage marketing campaigns and drive client activities
• Analyse daily and monthly performance stats, highlight deficits and providing action plans to enhance performance
• Account handling responsibility for specific client accounts manage daily queries regarding business plans and driving new strategic projects
• Attend client meetings give operational guidance and present business performance

Skills on Resume:

• Client Needs Analysis (Hard Skills)
• Product Development (Hard Skills)
• Market Analysis (Hard Skills)
• Sales Strategy (Hard Skills)
• Training Development and Delivery (Hard Skills)
• Quality Assurance Auditing (Hard Skills)
• Strategic Planning (Soft Skills)
• Presentation Skills (Soft Skills)

Job Summary:

• Deal with telephone enquiries promptly referring the query to the appropriate person when the enquiry falls outside own knowledge and experience
• Ensure that all communications with custoemrs are accurately recorded as per the Firms policies, procedures and service standards
• Input policy adjustments to PAS system
• Process…