Account Support

Maidstone - Hybrid

Permanent

Salary - £23k p/a



The Atlas Recruitment Group are currently searching for Account Support, to join a well-established successful, growing team in the Maidstone area. As an Account Support you will provide administration support to a team of Account Managers.



Account Support main responsibilities:

* Attend relevant insurer meetings arranged by the Account Management team and report back to the Account Support team with any information/changes.
* Answer and transfer telephone calls along with other Account Support staff.
* When Account Support staff are away from the office, check answer phone messages, record details and pass by email to relevant member of staff.
* Ensure all messages are passed on to appropriate person as soon as possible, or dealt with as swiftly as possible. All calls must be answered in a professional manner and distributed as such.
* Complete all amendments for groups within set portfolio.
* Ensure all correspondence from clients and insurers is uploaded to the CLAii.
* All outgoing correspondence to be sent via the CLAii - if this is not possible then the correspondence must be uploaded to the CLAii.
* Ensure CLAii is regularly updated and data is accurate.
* Work with Private Clients team to ensure continuation options are made available to group leavers.
* Liaise with the group secretary and insurers to ensure all data is correct.
* Chase for outstanding information or documentation close action once completed;
* All general correspondence as requested; to include but not limited to, emails, spreadsheets, renewing groups on the system etc.
* Actively chase and download invoices from provider portals. Check company invoices for allocated groups including monthly, quarterly, annual or mid-term adjustments and send reconciliation to company, where required. Arrange for any credits to be issued to clients as requested. Chase for unpaid premiums.
* Issue P11d reports.



Account Support experience required:

* Experience working within an Account Support role
* Strong Microsoft skills
* CII IF7 or working towards this qualification advantageous
* Full UK driving licence



If this Account Support opportunity is of interest, please click APPLY with a recent copy of your CV for immediate consideration.