Details:
- Salary: £36,000 - 38,000 - Annum
- Location: RH1 Redhill Surrey
- Date: 1 month ago
Description:
The Role
To provide day-to-day technical, competent, responsive, professional, and efficient administrative service to clients, whilst supporting client retention through assisting Client Directors with Renewals & New Business and providing support to the Client Service Team.
The Responsibilities
Renewals & New Business support
* To assist the Team with preparation work for the Renewals of our existing clients and with New Business enquiries received by the Team.
* To prepare documentation for Client Director Renewals & New Business in line with departmental standards, so that
negotiations with underwriters produce the most competitive premiums and best insurance coverage for clients.
* To prepare documentation for Client Director Renewals & New Business in line with departmental standards, so that
negotiations with underwriters produce the most competitive premiums and best insurance coverage for clients.
* To take on a small portfolio of renewals and take ownership of the entire renewal process
Day to Day servicing
* To ensure that all additional Cover/Credit Limits requested during the year are effected with insurers immediately and confirmed in writing.
* To monitor Buyer/Credit Limit developments from
Cancellations/Reductions, Appeals and New Applications.
* To administer Claims handling.
* Administration of Client portfolio and support to Line Manager & Client Directors.
* To keep Client Directors/Manager informed of significant
developments.
* To check and process policy documents/endorsements for
accuracy prior to dispatch to clients.
* Administration of debt collection service.
* To ensure that all records (file and computer) are accurate during the currency of the insurance to reduce Errors & Omissions exposure.
* To refer all complaints to the Complaints Officer immediately.
* To refer any potential Errors & Omissions immediately to Director and/or Compliance Director.
* Any other ad-hoc duties as requested.
General responsibilities
* To provide a positive contribution to the team objectives.
* To ensure that all information, conversations and meetings with clients/prospects/underwriters and relevant business contacts are
* recorded accurately.
* To update knowledge of insurance market as and when
* developments occur.
* To continue improvement in technical insurance knowledge.
* To ensure prompt premium debiting & system processing.
* Client assistance on the use of Insurers on-line systems.
* Any other ad-hoc duties as requested