Account Handler in Helwith Bridge - CV-Library

Commercial Insurance Account Handler

Optis Insurances – Trim, County Meath

Be part of an exciting future with the growth of Optis Insurance.

Optis Insurance is a leading Irish insurance intermediary, now part of the PIB group which has ambitious plans for further expansion in Ireland. Due to continued growth and an expanding product portfolio , Optis is currently recruiting for a number of permanent full-time positions to work in our fast-paced Account Handling team. Full training will be provided for the successful candidate. This role offers a competitive salary and benefits package with excellent opportunities for growth and development.
The successful candidate will be responsible for managing an existing book of commercial insurance business for a portfolio of retail brokers, ensuring excellent service, in collaboration with your Account Executive.
 
Key responsibilities

Close co-operation with Account Executives, Underwriters, and approved vendors to deliver a best-in-class client experience.
Processing new business placements, mid-term adjustments and renewals for a book of commercial insurance policies.
Liaising and negotiating with internal and external Underwriters to secure best placement terms.
Preparation of relevant policy documentation, ensuring accurate and timely provision to clients.
Building relationships with brokers to deliver excellent service, providing advice in relation to the scope of cover and policy terms and conditions as appropriate.
Achieving and exceeding individual QA and compliance targets.
Accurate entry of policy and financial data into internal software platforms.
Ensuring compliance with group and regulatory requirements and protocols.
 
Essential Criteria

Excellent organisational skills and attention to detail.
Excellent prioritization skills, with ability to multi-task and work in a fast-paced environment.
IT proficiency, particularly in Microsoft Office, with ability to learn new software platforms quickly.
Excellent communication and interpersonal skills.
Professional and confident email and telephone manner.
Self-motivated, hard-working individual with ability to work under own initiative and as part of a team.
Ability to work under pressure with flexibility where required in support of team objectives and projects.
Ambitious individual who is energetic in their approach to their work.
 
Desirable Criteria

APA/CIP qualification held or working towards.
Previous experience in insurance or financial services industry a distinct advantage.
Knowledge of the London Market placement process.
 
Salary: DOE
 
Benefits:

Company pension
Private medical insurance
26 days annual leave
Professional qualifications sponsorship
Insurance Institute membership
On-site parking
 
Job Type: Full-time, Permanent
Schedule: Monday to Friday
Supplemental pay types: Performance bonus
Work Location: On-site
Expected start date: Immediate

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