Account Handler

JOB DESCRIPTION

Name: Job Title: Account Handler Department: Jewellers Block Reporting to: Office Manager Location: Glasgow Office

[Employer hidden] COMPANY VALUES: The post holder will be expected to operate in line with [Employer hidden] values which are: WE PUT CUSTOMERS FIRST We value customer relationships & listen carefully to understand their requirements. WE DO THE RIGHT THING Acting with honesty and integrity, we are fair and respectful in everything that we do. WE LOOK FOR SOLUTIONS We enjoy helping our customers, partners and colleagues find answers and solutions to their requirements or problems and are committed to the customers and trades in which we specialise. WE ARE A TEAM We take pride in our accomplishments. We support each other, sharing our knowledge and experiences, always striving to achieve the highest possible standards.

PURPOSE OF ROLE: To undertake designated duties within the Glasgow Office in accordance with [Employer hidden] requirements.

JOB COMPETENCIES:

Responsibilities:

• Successfully deal with new business enquiries and insurance renewals and provide a first-class service to clients by fulfilling their insurance requirements.
• Provide support and technical assistance to Account Executive and other staff within the Company.
• Handle day to day queries from clients and act as point of contact and build and maintain relationships with clients, insurers and other staff within the Company.
• Provide claims assistance when required, all within agreed timescales.
• Work as part of an effective team, helping to develop less experienced team members whenever appropriate.
• Liaise with colleagues to share information about the current insurance marketplace, and to assist them with any insurance queries.
• Comply with service standards at all times, to ensure the best service is provided to clients.
• Provide insurers and underwriters with accurate information to ensure they can assess each risk correctly.
• To maintain accurate files and to ensure correspondence and telephone notes are correctly recorded in the Policy Administration System.
• To maintain clients’ and the Company’s confidentiality at all times.
• To fully understand [Employer hidden] Policies and Procedures and ensure they are adhered to.
• To comply with the Company Policy on Information Security and Acceptable Use.
• To undertake all other duties as reasonably required and directed.

Behaviours:

• To embrace and behave in line with [Employer hidden] Values.
• To comply with FCA Rules & Regulations.
• To comply with the FCA’s Treating Customers Fairly principle including:
• Acting in an honest and open manner at all times with both clients and the Company.
• Acting with integrity by demonstrating fairness and impartiality.
• Demonstrating a client focussed approach.
• To ensure that business transactions are conducted in a way that is clear and straightforward.
• To treat everyone with dignity and respect
• To enhance your role by undertaking appropriate training and personal development courses, as required.

Skills Required:

• Excellent customer service & IT skills and telephone manner.
• Effective communication skills, both verbal and written.
• Ability to gather and analyse information for the client and resolve problems.
• Ability to identify and respond appropriately to an individual client’s level of understanding.
• Ability to identify and match products with client requirements.
• Ability to persuade and influence others.
• Ability to demonstrate, understanding and apply [Employer hidden] values. These are embedded in all roles.