Real Estate & Construction Account Handler

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Title: Real Estate & Construction Insurance Account Handler
Location: Leicester / Birmingham
Salary: Negotiable + Benefits

Overview:

We are currently looking for an experienced Commercial Account Handler to join the professional and welcoming Real Estate and Construction team based out of the Leicester or Birmingham office.

Our depth of experience enables the provision of independent advice and specialist expertise in various trade sectors. The objective being to provide unbiased and informed choices, fantastic customer service and market buying power that delivers the right insurance protection.

The position will require servicing of existing Real Estate and Construction client accounts within the renewals process, including quotations, renewal administration, preparation of presentations to insurers, negotiating premiums with underwriters, processing adjustments and preparing client reports and other documentation. You will need experience working as an Account Handler (commercial classes) and you will need to be able to demonstrate a good understanding of customer service, negotiation skills, broking and market awareness.

This is a good long term opportunity that will suit an experienced Account Handler looking for the next step or to take on more specialised sector responsibilities.

The day to day:

• Work closely with Account Executives and Directors to provide highest standard service to customers.
• Secure and arrange appropriate cover at renewal at a competitive premium, completing all relevant documentation/computer work and hand over to relevant Account Executive/Director (if an allocated case).
• Take instructions relating to the provision of insurance cover from clients and Account Executives when appropriate.
• Give instructions to insurers.
• Ensure mid-term adjustments and declarations are processed and records updated.
• Maintain appropriate rating spreadsheets, calculate additional and return premiums and understand competitive market rating.
• Handle the invoicing of all premiums due.
• Check all documentation (ie, policies and endorsements) for accuracy prior to sending to client.
• Obtain quotations for any relevant new policies/renewals.
• Be conversant with Company Procedures manual and the requirements of the FCA and to implement and maintain procedures as stipulated.
• Be aware of market conditions and the strengths and weaknesses of competitors.
• Visits to customers where agreed with the Account Executive.
• Monitor trends, analyse results and prepare feedback to senior staff.
• Deal with any other client issues that may arise, referring to the appropriate person when the enquiry falls outside your own knowledge and experience.
• Carry out all duties and processes in accordance with the Rules of the Financial Conduct Authority (FCA) and any other applicable Codes of Practice.
• Obey Company Rules and Regulations, based on the Berkeley Insurance Group Contracts of Employment and any other communications from the Company Management.
• Be aware of Health and Safety requirements and to avoid any actions or omissions, which could create an unhealthy or unsafe environment for self, colleagues, customers or visitors.
• Strictly adhere to all Group protocols in respect of use of technology and to avoid misuse of the systems.
• Maintain strict confidentiality in respect of all information arising from and in connection with the group and the Company.
• Concentrate on self-improvement both technically and by quality and maintain a Continuous Professional Development (CPD) log as provided. This will be fully supported by the Company and the Group.
• Be aware of others’ needs and strive to help colleagues improve their technical knowledge and quality of output.
• Undertake any other duties in keeping with the nature of the position.
• Be conversant with and adhere to the Company’s Complaints Procedures.

What’s on offer:

• Competitive/Negotiable salary package & additional benefits
• Joint Pension contribution scheme
• Private Medical Scheme
• Transport assistance

Your Experience:

• Knowledge of UK commercial insurance broking, market practice and technical matters.
• Classes of business offered by the Real Estate and Construction Division with reference to appropriate experts when the cover falls outside your own experience.
• Strong team player, who will work closely with immediate team and other colleagues and stakeholders.
• Sophisticated negotiating and influencing skills.
• Outstanding communication and presentation skills.
• Behaviour that inspires the trust and respect of team mates and key stakeholders.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.