Junior Account Handler
2 weeks ago
All responsibilities to be undertaken in line with Group Policies and Procedures.
- Standard Pre-Quote Enquiry Logging across the Motor Trade, Underwriting and Property & Casualty Business Lines.
- Set up Renewal Record in Websure on both Motor Trade and Property & Casualty Lines
- Send pre-renewal Invites to agents on both Motor Trade and Property & Casualty Lines
- Chasing agents for pre-renewal documents on Motor Trade Lines
- Request claims experience from insurers, where applicable, on Motor Trade Lines
- Send claims post received from insurers directly to agents on Motor Trade Lines
- Chase agents for quarterly, half yearly or annual declarations on Motor Trade Lines
- Chase Insurer documents via the use of template emails.
- Create New Business & Renewal Invoicing on Websure on Property & Casualty ready for Citynet to check, process and send to agents.
- On Property and Casualty Lines, create Confirmed claims experience (CCE) for risk once renewal record set up in Websure.
- Ensure accurate completion of Websure data fields
- Contribution to overall efficient running of Citynet / PIB
- Open communication and liaison with all other departments within PIB
- Constant communication on file progress between you and the relevant London based Account Executive/Handler.
- Continual professional development (self-driven) within all relevant aspects of the industry Continued growth and expansion of product knowledge and technical expertise working towards chartered insurance qualifications as required.
- Identify, report and resolve: - Breaches / complaints / E&O and to respond positively to QA.
- Other duties as and when required.
- Supporting team to meet the work deadline.
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