Motor Trade Account Handler
Our client being a national brokers are looking to recruit a Motor Trade Account Handler within Commercial Schemes. Will be assisting in achieving new business targets, liaise effectively with the Account Executive to ensure an appropriate strategy for winning new business, attend client meetings as necessary and action meeting points. Administration of clients’ insurance requirements on a daily basis including obtaining quotations, closing sales, invoicing of premiums, cross-sales. Ensure premiums are collected prior to the commencement of cover and in line with procedures, prioritise and handle all work promptly and accurately, handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards. Record all relevant information, correspondence and documentation on Acturis or other broking system and make effective use of the diary system, produce accurate and professional documentation at all times using relevant templates, actively cross-sell products from other Divisions, refer all queries that fall outside own experience, knowledge and authority to senior staff. Liaise with and assist other departments as necessary.