Client Handler at Acrisure

Sevenoaks, England, United Kingdom

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

Minimum of 5 GCSEs grade A-C or equivalent, including Maths and English
2:2 degree or above in any subject (desirable)
Experience in trade credit insurance, insurance or invoice finance
Knowledge and experience within the insurance industry particularly the trade credit sector
Strong IT and Microsoft Office skills
Excellent written and verbal communication skills
The ability to build, manage and develop relationships
Numerical skills
Business and commercial awareness
The ability to plan and manage your time and to work on a number of projects concurrently
Strong problem-solving and analytical skills
The ability to work well in a team
Enthusiastic and confident
A flexible approach to work
An understanding of client confidentiality and how to be discreet
Administrative and IT skills

Responsibilities

Management of a portfolio of clients and day-to-day administration of broking accounts as directed by the Managing Director
Keep the CRM up to date by uploading and entering client, insurer, policy information and documents in line with our Data Protection and Compliance procedures
Manage the renewal of existing customers and deliver high client retention rate
Attend insurer and client meetings and liaise with insurers regarding policies
Respond to day-to-day queries and requests from clients promptly to ensure first class and effective servicing of the client accounts
Preparation of marketing material for submissions and placing promptly
Deliver accurate advice and service to clients and act as a liaison between client and insurer
Procurement of new business and new client enquiries
Develop and grow portfolio in line with growth targets
Ensure all client documentation is provided in line with Policies and Procedures
Develop and improve knowledge of insurance industry and market changes and trends
Develop knowledge of regulatory and compliance requirements for the industry
Develop and maintain existing and new relationships within the market

Skills

Key technologies and capabilities for this role

CRMMicrosoft OfficeTrade Credit InsuranceInsurance BrokingClient Portfolio ManagementPolicy RenewalData ProtectionComplianceInsurer LiaisonInvoice Finance

Questions & Answers

Common questions about this position

What qualifications are required for the Client Handler role?

A minimum of 5 GCSEs grade A-C or equivalent including Maths and English is required, with a 2:2 degree or above in any subject desirable. Experience in trade credit insurance, insurance, or invoice finance is also necessary.

What key skills are needed for this position?

Excellent written and verbal communication skills, ability to build and manage relationships, numerical skills, strong problem-solving and analytical skills, and IT skills including Microsoft Office are essential.

What does the company culture emphasize at FinCred?

FinCred focuses on building lasting relationships with clients, providing bespoke insurance solutions, and operating as an extension of clients' businesses to support growth, with recognition as a specialist broker in trade credit risks.

Is the Client Handler position remote or office-based?

This information is not specified in the job description.

What is the salary or compensation for this role?

This information is not specified in the job description.

Acrisure

Insurance broker specializing in risk management

About Acrisure

Acrisure provides insurance and risk management services through a network of independent insurance agencies known as Agency Partners. This model allows Acrisure to offer tailored solutions to a diverse clientele, including business owners and institutions in sectors like agriculture, arts, and waste management. The Agency Partners maintain local relationships while leveraging Acrisure's global resources, ensuring personalized service. The company generates revenue by earning commissions and fees from insurance policies sold through its partners, fostering a mutually beneficial relationship. Acrisure's goal is to combine local expertise with global capabilities to deliver high-quality insurance solutions.

Grand Rapids, MichiganHeadquarters

2005Year Founded

$19.5MTotal Funding

DEBTCompany Stage

Financial ServicesIndustries

1,001-5,000Employees

Risks

Increased competition from fintech firms may challenge Acrisure's market share.

Rapid expansion could lead to integration risks and cultural clashes.

Strategic alliances may result in conflicts of interest or operational inefficiencies.

Differentiation

Acrisure's unique model leverages a global network of independent Agency Partners.

The company combines local expertise with global resources for tailored client solutions.

Acrisure's rapid growth is driven by strategic partnerships and innovative insurance products.

Upsides

Acrisure's expansion into new markets like Bermuda strengthens its global presence.

The appointment of industry veterans enhances Acrisure's leadership and growth potential.

Winning 'Broker of the Year' boosts Acrisure's reputation and client trust.

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