Client Handler
Client Handler
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Job Description
About the team and the role:
Responsibilities:
The job holder will be required to carry out the following duties on a day to day basis. This list is not exhaustive and the job holder may be required to take on additional tasks from time to time depending on operational needs.
- Management of a portfolio of clients and day-to-day administration of broking accounts as directed by the Managing Director
- Keep the CRM up to date by uploading and entering client insurer policy information and documents in line with our Data Protection and Compliance procedures
- Manage the renewal of existing customers and deliver high client retention rate
- Attend insurer and client meetings and liaise with insurers regarding policies
- Respond to day-to-day queries and requests from clients promptly to ensure first class and effective servicing of the client accounts
- Preparation of marketing material for submissions and placing promptly
- Deliver accurate advice and service to clients and act as a liaison between client and insurer
- Procurement of new business and new client enquiries
- Develop and grow portfolio in line with growth targets
- Ensure all client documentation is provided in line with Policies and Procedures
- Develop and improve knowledge of insurance industry and market changes and trends
- Develop knowledge of regulatory and compliance requirements for the industry
- Develop and maintain existing and new relationships within the market
Requirements:
Qualifications
Minimum of 5 GCSEs grade A-C or equivalent including Maths and English
2:2 degree or above in any subject is desirable
Experience in trade credit insurance insurance or invoice finance
Technical Knowledge
Knowledge and experience within the insurance industry particularly the trade credit sector
Strong IT and Microsoft Office skills
Skills/Other
Excellent written and verbal communication skills;
The ability to build manage and develop relationships;
Numerical skills;
Business and commercial awareness;
The ability to plan and manage your time and to work on a number of projects concurrently;
Strong problem-solving and analytical skills;
The ability to work well in a team;
Enthusiastic and confident;
A flexible approach to work;
An understanding of client confidentiality and how to be discreet;
Administrative and IT skills;
About Us
FinCred is one of the UKs leading independent specialist trade credit insurance and surety bonding specialists. Our dedicated team works tirelessly to provide bespoke domestic and international insurance solutions operating as an extension of your business providing the partnership you need to grow.
We dont simply take on new clients we build new lasting relationships.
FinCred is recognised by UK insurers as a specialist broker in trade credit risks. As an insurance intermediary we uphold our duty of care skill and diligence when acting for our clients. FinCred is the trading name of Financial and Credit Insurance Services Limited authorised and regulated by the Financial Conduct Authority (FCA).
Acrisure is a fast-growing fintech leader that operates a global insurance broker. The Company has grown from $63 million to $4.3 billion in revenue since 2013 and deploys the best of Human and Artificial Intelligence (AI) at scale to reimagine financial service product distribution. Acrisure employs over 14000 employees across thirteen countries.
Led by co-founder Chairman and CEO Greg Williams Acrisure provides a broad array of insurance and financial related solutions including commercial property and casualty personal lines and employee benefits insurance real estate services cyber services and asset and wealth management. Acrisures massively valuable high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.
Our Ethos
Acrisure prides itself in achieving greatness through its people. We are a flat structure organisation that see the person behind the position. Its up to you to shape your career but we provide you with every tool that we can to help you get there.
We believe teams and solutions are made stronger through different perspectives which is why were committed to a culture of equality diversity and inclusion.
AtAcrisure we are committed to developing our people as we believe that investing in our employees is critical not only for their individual success but the success of the organisation. Through The Acrisure Academy (our learning system) we offer a variety of tailored courses and learning programs to enhance your skills and foster a culture of innovation. Additionally we also offer ongoing professional development resources coaching and mentoring by growing our people we grow our business!
We are not partnering with agencies on any roles unless specified by the Talent Acquisition Team. Please do not send any unsolicited emails or InMails with resumes/CVs as they will not be accepted or credited.
Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout attention to race color religion age sex sexual orientation gender identity national origin veteran or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisures property and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisures Human Resources Talent Department.
Employment Type
Full-Time
