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Farming/ Livestock Account Handler - Manager

Location: Shrewsbury, Shropshire Industry: Sales & Business Development
Salary: £25000 - £30000 per annum Contact: Telford Branch
Posted: 7 months ago Contact Email: tshaw@meridianbs.co.uk

Due to expansion, my client located in Shrewsbury is looking for a Farming / Livestock Account Handler to join their team. This is an exciting time for them as they are looking for people to grow with the business.

The Objective

To oversee the Farm and Combined business unit and to supervise and manage & coach the team along with assisting in the development of the account and supporting the Managing Director.

Key performance Indicators:

Ensure all Key performance indicators are achieved (new business, renewals, cross selling and overall profitability) and are attended compliantly with FCA regulations

Duties and responsibilities:

Farming & Agricultural Business:

Ensure accuracy, efficiency and professionalism when dealing with both client and insurer:

  • Oversee and maintain the current Farm Accounts
  • Supervise the staff members within the Farming and combined business teams
  • As required to attend Livestock Sales Market Days and represent the company in discussions with London Market Insurers
  • Provide assistance on Agricultural claims to members of the team as required along with liaising with insurers and loss adjusters
  • Negotiation and presentation to insurers in order to secure most appropriate cover for the client
  • Presentation of recommendations and cover to the client
  • Closing the sale and ensuring cover is on risk
  • Securing cross selling business and referrals
  • A strong ability to assess risks for all customers'
  • Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the compliance manual - use checklists and support documentation as provided by the company to assist with demonstrating compliance
  • Handle any complaints in accordance with company procedures and regulatory requirements
  • Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times
  • Develop and maintain a professional working relationship with all clients and ensure expert advice in all areas of business
  • Conduct all aspects of account handling for clients including new business, technical preparation, renewals, mid-term adjustments and claims
  • Ensure any bad debt queries are dealt with efficiently and in line with company procedures
  • Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times

Administration Duties:

  • Prioritise all client communication and ensure it is actioned in a timely way and in accordance with company procedures
  • Maintain all electronic and paper files in accordance with company standards (which should be fully compliant with FCA)
  • Maintain files and records in accordance with the company's requirements
  • Maintain accurate and up to date computer records - customer data, internal records and such like
  • Check thoroughly all client documentation before dispatch, ensuring queries are raised and amendments completed
  • Control your own diary system, ensuring all items are followed up by the due dates

People management:

To effectively manage all direct reports and ensure management of team individuals is in line with company policy.

To deal with performance and conduct matters quickly and appropriately, referring to a senior manager as appropriate.

Line management duties including:

  • Appraisals
  • One to one reviews/meetings
  • Dealing with performance related matters
  • Management administration (holidays, sickness, absence)

Build a successful and committed team, in line with acquisition growth activity, to ensure the business development function is adequately resourced.

Ensure quality people are recruited into the business who can demonstrate performance early on.

To provide working environments conducive to good staff morale and customer satisfaction.

Any other duties as required.

Knowledge and understanding:

  • Of relevant policies including current market conditions.
  • Of all company specific procedures.
  • Of FCA rules and guidelines relating to Commercial and/or Private Customers.
  • Willingness to continue to develop knowledge of insurance and related issues through formal and informal learning, both internal to the firm, and externally

Essential IT Skills:

  • SSP/Acturis
  • Accurate data input skills
  • Company operating system
  • MS Word
  • MS Outlook
  • Excel

If you would like to know more about this position, please contact Sarah Turner on 01952 457897 for further details or simply apply.

Meridian Business Support is acting on behalf of our Client as a Recruitment Agency.

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