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Job Details for: Account Handler - Small Business (Kent)

   
Job Category:
Insurance, Accountancy
job title:
Account Handler - Small Business
Advertised By:
Coutts Byers
Reference:
6449
Job Duration:
Permanent
Job Hours:
Full-Time
Town:
Medway
County:
Kent
Salary:
16000-18000
Job Description:

1.       To provide a proactive and responsive service to clients

2.       To produce accurate and timely documents for all aspects of insurance needs

3.       To advise clients with a view to achieving a successful renewal, up sell and identify cross sales for clients

4.       To broke new and existing insurance client’s to insurers and negotiate terms

5.       To keep accurate and client records and files at all times

6.       To build good working relationships with the clients

7.       To follow Group and Divisional processes and policies

8.       To work within FSAs rules and guidance as interpreted by the Groups compliance policies and processes, particularly the policy on Treating Customers Fairly

9.       To identify gaps, up selling and cross selling opportunities and act on these

10.    To credit control in accordance with divisional requirements

11.  To maintain own competence

PLEASE APPLY ON-LINE OR EMAIL YOUR CV TO admin@cbrec.co.uk

***IF YOU DO NOT HEAR FROM US WITHIN 48 HOURS OF APPLYING WE REGRET THAT YOUR APPLICATION HAS BEEN UNSUCCESSFUL ON THIS OCCASION***

 

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