Client Account Handler – Insurance

About the Role

The Client Account Handler position at M-Forte is vital for ensuring clients receive exceptional service and support in their insurance needs. This role is essential in managing client relationships, processing policy renewals, and coordinating claims, all of which contribute to client satisfaction and retention. In the initial months, the successful candidate will engage with corporate clients, learning the intricacies of various insurance products while working closely under the guidance of the Service Manager. They will develop a solid understanding of client requirements and the operational processes involved in the insurance sector.

Key Responsibilities

• The role involves the placement of new insurance covers and renewals, requiring the sourcing of quotations, analyzing them, and evaluating insurers before presenting options to clients under the supervision of the Manager.
• It is essential to process renewals for corporate clients within established timelines, actively participating in risk survey exercises to ensure thorough coverage.
• Accurate and timely dispatch of policy documents and endorsements to clients is critical, along with addressing any adjustments or omitted details with insurers.
• Maintaining organized and up-to-date policy records, schedules, and client files is a key responsibility, ensuring that all communications and file notes are properly documented.
• Responding promptly to client queries and requests is important, providing necessary advice and recommendations while following up on all outstanding matters.
• Advising clients on different cover options, policy terms, conditions, exclusions, and the adequacy of their insurance programs is essential for ensuring their needs are met.
• Client interactions will include recording instructions, referring complex queries to senior staff, and managing communication effectively through calls and meetings.
• Preparing and proofreading various correspondence, meeting notes, and reports as required by the Service Manager will be part of the daily tasks.
• Lastly, performing any additional duties assigned will help support the overall functioning of the department and client services.

Requirements & Qualifications

• A bachelor’s degree in Business, Finance, or a related field is typically required for this role, providing foundational knowledge for effective client management.
• At least two years of experience in the insurance industry or a similar client-facing role is preferred to ensure familiarity with policy administration and client service.
• Strong analytical skills are necessary for evaluating quotations and communicating effectively with clients and insurers.
• Excellent interpersonal and communication skills are essential, enabling the candidate to build and maintain relationships with various stakeholders.
• Proficiency in relevant software and tools for policy management and communication enhances efficiency in handling client accounts.

What You’ll Gain

• Experience in managing corporate accounts and understanding the complexities of client needs within the insurance sector will enhance your professional skill set.
• Developing strong client relationship management skills will be invaluable, positioning you for future roles in customer service or account management.
• Training in insurance policy analysis and risk management will provide valuable knowledge that can be applied across various sectors.
• This role offers opportunities for career advancement within M-Forte, potentially leading to senior positions in account management or team leadership.

How to Apply

If you are interested in this opportunity, please submit your application. For more details, you can also Apply here.