Account Handler

Updated: May 22, 2024 04:55 PM GMT

MW Appointments

Witham

Position: Insurance Support/ Account Handler
Our client who is a Lloyds Brokers is looking for an Insurance Assistant/ Account Handler to join their expanding Private Clients/ Private Medical Insurance team in the Witham, Essex office. The purpose of the role is to provide support to the departments as well as dealing with clients insurance policies. Main

Duties:

Assist with the new business and renewal processes for clients in accordance with their specific needs. Negotiate terms with insurers for new business and at annual renewals as well as MTAs Provide proactive and responsive service to client queries in a timely manner Maintain client files by collecting and organising all relevant documents electronically within Acturis Ensure the PMI diary is maintained/reviewed/updated accordingly Carry our reoccurring department processes as and when required Produce accurate and timely documents for all aspects of insurance needs Develop and maintain positive relationships with clients... More Detail