Credit Insurance Account Handler

Location: Bradford 12
Ref: TAP1604
Pay: circa £25,000

Role:
Our local client is seeking a Credit Insurance Account Handler to join their friendly team to provide an administrative service for the credit insurance department.

Duties include:

  • Monitor commission from insurers
  • Manage, allocate, authorise, and issue payment to partner/introducing brokers
  • Support Directors/Account Executives and other Account Handlers
  • Provide a service to existing and prospective clients
  • Responding to requests, queries and problems regarding policy terms and conditions, and charges
  • Processing and monitoring credit limit applications using various insurers on-line systems and by telephone
  • Negotiating with insurers on any policy matter
  • Notifying clients of renewal dates and their subsequent obligations
  • Administering and maintaining client information and records on computer systems
  • Chasing insurers for renewal terms and new business indications
  • Contacting clients in writing or by telephone to obtain or impart information
  • Providing service and support by preparing new business reports, spreadsheets, and other documents for client presentations
  • Assisting with claims processing
  • Notifying account executives of imminent renewals
  • Setting up and maintain policy records
  • Liaising and correspond with insurers
  • Maintaining the diary system
  • Allocating correct commission
  • Preparing statement of transactions
  • Authorising payment
  • Ensuring payment is only made against commission received
  • Monitoring incoming remittance to ensure payment from each insurer
  • Checking each remittance for correct commission amount
  • Ensuring commission is received for each client
  • Communicating with each insurer regarding incorrect/ non receipt of commission
  • Processing debit/credit notes for Bradford, Falkirk, and Manchester offices
  • Completing general correspondence to/from clients and insurers
  • Maintaining and update information systems
  • Liaising with other departments where necessary

 

Essential requirements of the role:

  • Previous customer service experience is ESSENTIAL
  • Able to work individually and as part of a team
  • Problem solving skills
  • Be IT Literate
  • Possess excellent numeracy skills
  • Time management skills
  • Strong communication skills
  • Credit Insurance Account Handling experience is DESIRABLE

 

If you feel you have the skills and experience to bring to this role, please send your CV as soon as possible to bevevered@theagency.org.uk

Please Note: When applying for a position online, please understand that whilst we review all CVs and applications that are sent to us, due to the large volume that we receive on a regular basis, we can only respond to those candidates that have been successful with their application. As such, if you do not hear from us within 14 working days, please accept that your application has been unsuccessful. We apologise for any inconvenience that this may cause. THE Agency (Recruitment) Limited.

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THE application

How to Apply

When you forward your details using the form below, please make sure that you clearly outline how you meet the criteria for required skills and experience.

Don’t forget to attach the most recent copy of your CV as a Microsoft Word™ or as an RTF (Rich Text Format) document. Please do not send a PDF or Microsoft Publisher™ documents, as these may be rejected.

Candidates must be available to attend our offices in Cleckheaton for registration. You may need to be available for interview with our client at short notice. Please check the vacancy information carefully for further information on this. If you are unsure, please do not hesitate to ask.

Please note: We review all CVs and applications that are sent to us, however due to the large volume that we receive on a regular basis, please be aware that we only respond to those candidates that have been successful with their application. As such, if you do not hear from us within 14 working days, your application has been unsuccessful.

GDPR Disclaimer: Please note that sending a CV does not constitute a registration with THE Agency (Recruitment) Limited. In line with GDPR we will permanently delete information for all unsuccessful applications and we will not keep candidate information on file for future vacancies at this stage of our process.