Commercial Account Handler

Our client based in Billericay is looking for a Commercial Account Handler to join their team on a permanent basis. The ideal candidate will have excellent written and verbal communication skills, a polite telephone manner, and knowledge and experience in handling products for Corporate and Commercial Clients.

The Commercial Account Handler role involves: -

• Answering the telephone in a polite and professional manner, dealing with queries as appropriate and gathering information from the customer to upload onto the Company computer systems.
• Maintaining and growing existing client accounts by cross / up-selling.
• Identifying and following a new business opportunity through to sale or forwarding this onto the appropriate member of staff if outside of authority level or product area.
• Ensuring that customer complaints are handled appropriately within the Company's complaints procedure.
• Managing and administering the following for business which falls within the following categories: Small Commercial Business (generally under 5k premium spend)
• Providing high quality advice and service to clients
• Giving instructions to insurance providers
• Checking policy documents prior to receipt by clients
• Handling the invoicing of premiums due and maintaining credit control of allocated clients
• Processing correspondence, renewal, pre-renewal activity, quotations, and data input
• Ensuring that all post and diary activity is completed daily.

The ideal candidate will have: -

• Excellent organisational skills
• High attention to detail
• Ability to work independently and as part of a team.
• Confident with all relevant MS Office packages, Acturis and OGI or SSP system
• Ability to identify new business opportunities and progress to a sale or forward to the appropriate member of staff to handle.

This is an office-based role working Monday to Friday, 9am - 5pm.

• Free On-site parking
• Close to Billericay Station

If you have the relevant skills and experience, please apply with your CV attached to your application.