Account Handler

Updated: Mar 31, 2025 - The Account Handler maintains professional relationships with clients and insurers, ensuring efficient policy administration and supporting Credit Control with overdue premiums. Responds independently to client and insurer queries, coordinates renewals, and processes policy adjustments proactively. Oversees servicing of Commercial accounts through the renewal lifecycle and collaborates on new business with Public Sector prospects. Tips for Account Handler Skills and Responsibilities on a Resume 1. Account Handler, Meridian Insurance Solutions, Austin, TX Job Summary: Balance day-to-day client contacts with providing a robust administrative support. Prepare renewals and client information presentations and assist in preparing RFP responses Work with the technical operations function to ensure good credit control is maintained and bad debt is managed and kept to a minimum Coordinate and resolve customer service inquiries that entail research and interactions with carriers or agents Act as a conduit between the clients and internal service providers throughout the cover period to ensure that accounts, risk documentation and claims are handled in a timely and efficient manner. Drive all KBIs through robust actions plans and daily disciplines Understanding and delivering operational processes Building mutually beneficial relationships with Customers Maintaining and enhancing existing client relationships. Acquiring new client relationships helping to contribute to financial targets. Developing and maintaining professional relationships with insurer partners, affiliates, and other appropriate third parties. Issuing documentation within agreed service standards. Skills on Resume: Administrative Support (Hard Skills) Renewal Management (Hard Skills) Credit Control (Hard Skills) Customer Service Management (Hard Skills) Relationship Building (Soft Skills) Process Management (Hard Skills) Client Acquisition (Soft Skills) Documentation (Hard Skills) Job Summary: Establish and advise on client’s requirements. Initiate and authorise new business quotes to deliver the best product and terms to meet the client’s need within agreed SLAs. Monitor and analyse products in the market place and recommend enhancements designed to ensure NIS delivers the best products and maintains competitive advantage. Advise and guide the branch network on NIS product range, including specialist and unusual covers so that have the knowledge and the support required to sell both core and more specialist NIS products to customers. Identify and advise on opportunities for the branch network to cross sell to maximise income, retain business though offering a complete solution and minimise errors and omissions exposure. Develop and deliver training on products and process to enhance team knowledge and case handling skills and improve the quality of service. Audit and provide feedback on the quality of process and application of technical knowledge to identify training needs and contribute to continuous improvement. Be heavily involved in the renewal process, and also help market any new business cases won by colleagues. Launch new products, manage marketing campaigns and drive client activities Analyse daily and monthly performance stats, highlight deficits and providing action plans to enhance performance Account handling responsibility for specific client accounts manage daily queries regarding business plans and driving new strategic projects Attend client meetings give operational guidance and present business performance Skills on Resume: Client Needs Analysis (Hard Skills) Product Development (Hard Skills) Market Analysis (Hard Skills) Sales Strategy (Hard Skills) Training Development and Delivery (Hard Skills) Quality Assurance Auditing (Hard Skills) Strategic Planning (Soft Skills) Presentation Skills (Soft Skills) Job Summary: Deal with telephone enquiries promptly referring the query to the appropriate person when the enquiry falls outside own knowledge and experience Ensure that all communications with custoemrs are accurately recorded as per the Firms policies, procedures and service standards Input policy adjustments to PAS system Process clients credit facility, where relevant Raise invoices for clients in a timely manner Collection of outstanding premiums, from customers, ensuring that this is matched and cleared from the accounting system Ensure smooth running of the firms credit operations, including chasing outstanding debts and reconciliation of cash transactions Liaise with various account handlers regarding individual client accounts Ensure that any unallocated cash is account for and dealt Issue all chase letters for non paymetns Draw customers attention to overdue premiums and any premium conditions. Contact premium finance company regarding any defaults and reinstating loands Developing a detailed knowledge of the risks faced by clients in this fascinating niche Help create clients with an insurance program that continually mitigates potential exposures in an ever-changing landscape. Work with reciprocal brokers to ensure maximum overseas coverage. Skills on Resume: Customer Service (Soft Skills) Record Keeping (Hard Skills) System Data Entry (Hard Skills) Credit Management (Hard Skills) Invoicing (Hard Skills) Debt Collection (Hard Skills) Interpersonal Communication (Soft Skills) 4. Account Handler, Horizon Assurance Brokers, Charlotte, NC Job Summary: Coordinate and liaise with Finance & Insurance Partners and Account Executives regarding client payments and insurance transactions Co-operate in the operation of the company’s health, safety and environmental management systems. Take reasonable steps to ensure the safety and security of data and be aware of information security responsibilities to preserve data securely. Comply with all legal, regulatory and statutory requirements. Ensure the fair treatment of customers is central to all behaviour and activity Monitor client funding arrangements and identify potential issues for resolution Reconcile insurer statements and highlight inconsistencies for review Suggest and support the implementation of process improvements Build strong relationships internally and externally Review a new business enquiry and review Insurer panel to understand which products will suit the needs Communicate regularly with the broker to ensure maintain/build relationship that drives more business and success stories Rate renewals, issue and communicate effectively with regional brokers to ensure retain and secure the case/renewal Review the case and if are required to place elsewhere or improve profitability explore solutions and present back with options Deal with any mid-term-adjustments on an existing policy returning to the broker within service level agreements Checking of policy documents Skills on Resume: Regulatory Compliance (Hard Skills) Data Security Management (Hard Skills) Process Improvement (Hard Skills) Relationship Building (Soft Skills) Communication (Soft Skills) Problem Solving (Soft Skills) 5. Account Handler, Sterling Policy Managers, Columbus, OH Job Summary: Service existing clients and ensure the smooth administration of policies. Develop, maintain and cultivate a constructive and professional relationship with clients and insurers at all levels Provide back up to the Credit Control department in liaising with clients for overdue premiums. Be the first point of contact for day-to-day enquiries from clients, providers and other internal and external sources. Independently respond to queries from both clients and insurers in a pro-active manner, whilst keeping consultants informed Maintain client records and data in line with systems and protocols. Liaise with various account handlers regarding individual client accounts. Be responsible for servicing cross classed Commercial accounts within the renewal lifecycle process with the opportunity to work on new business opportunities with prospective Public Sector clients. Assist with the renewal process, preparation of submission and the gathering of information. Coordinate all renewal quotes for existing customers along with any mid-terms adjustments. Managing insurer queries in relation to customer policies, confirming cover with relevant insurers, process policies and chase up outstanding documentation Provide the level of customer service required by both the insurer and the company Provide levels of cover for inbound enquiries at all times, i.e. telephone call handling Keep up to date with developments in product and market changes in accordance with current market trends and also scheme facilities Providing support to the Account Manager Skills on Resume: Client Relationship Management (Soft Skills) Policy Administration (Hard Skills) Credit Control Support (Hard Skills) Query Resolution (Soft Skills) Data Management (Hard Skills) Account Coordination (Hard Skills) Renewal Management (Hard Skills) Customer Service Excellence (Soft Skills) 6. Account Handler, Crestview Insurance Associates, Portland, OR Job Summary: Handling commercial client’s relationship and policies Supporting Account Executives and Director on client visits Preparing market presentations and new and renewal reports to clients Negotiating terms with insurers on SME, mid market and corporate business Generating new leads for the business via various marketing strategies such as cold / warm calling, attending networking events Managing a portfolio of blocks of flats risks, including account handling, renewals and MTA’s Supporting the Head of department and the Risk Manager on Risk Cost Assessments Assisting with new business presentations Assisting with re-broking renewals Chasing leaseholder/managing agent debt Handle leaseholder/managing agent enquiries by email and phone Dealing with New Business quotations and enquiries across commercial combined Insurance and support renewal work Presentation, report and document preparation Dealing with insurer and client correspondence and queries Maintaining and developing client and insurer relationships Representing the company in direct meetings with clients and insurers. Achieving regulatory and business KPIs Skills on Resume: Client Relationship Management (Soft Skills) #J-18808-Ljbffr Lamwork