Account Handler - Trade Credit

A leading multinational insurance broker are looking to appoint an experienced Trade Credit Account Handler to help support a number of large corporate clients.

A company that believes in providing an unrivalled level of service to all their clients, as well as offering market leading routes for progression for their colleagues.

When you become part of their team, your commitment will be rewarded with a market leading salary and competitive benefits package, as well as best in class training and development opportunities.

The Trade Credit Account Handler will provide support to the Account Executive with running of the client portfolio, including setting up all appropriate actions required for contract renewal. 

The Account Handler is the first point and will manage general enquiries, renewals, mid-term adjustments, obtaining quotations, closing sales, invoicing of premiums and cross selling.

About the role:

• Liaise with and support the Account Executive to ensure an appropriate strategy for renewal and new business cases.
• Undertake market exercises to establish the most competitive terms available.
• Obtain renewal terms and present to client.
• Assist with new business.
• Produce and issue professional summaries and reports.
• Issue renewal documentation in line with contract certainty.
• Ensure premiums are collected prior to the commencement of cover and in line with company procedures.
• Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards.
• Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium.
• Actively cross-sell products from other Divisions.
• Refer all queries that fall outside your own experience, knowledge and authority to senior.

Key skills/experience required:

• Previous Trade Credit Insurance experience gained within a commercial insurance environment, either Broking or Underwriting
• Good communication, decision making and problem-solving skills.
• Excellent relationship building skills.
• The ability to work under pressure and assimilate large quantities of information quickly
• Influencing and negotiation skills
• Commercial awareness
• An eagerness to progress with your CII qualification would be supported, but is not essential

Salary/Benefits Information:

• Salary to £45k
• Market leading benefits package
• Hybrid – 2-3 days/week in the office
• Excellent opportunity for career development and progression

Contact: David Harries

Reference: DH/87011

Candidate care:

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If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.

Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise.

In the meantime, we would like to thank you for your interest in Cavendish Maine.