Commercial Account Handler
other jobs Stride Resource Management
Added before 5 Days
- England,West Midlands,Warwickshire
- Full Time, Permanent
- £30,000 - £40,000 per annum
Job Description:
Full job description We are looking for an experienced and client-focused Commercial Account Handler to join a growing UK insurance broker. You will manage the day-to-day servicing of a portfolio of commercial clients, working closely with Account Executives, insurers and underwriters to secure suitable cover, competitive terms and excellent client outcomes.
The role
*Manage a portfolio of SME, mid-market and/or corporate commercial clients.
*Handle renewals from initial review through to placement, documentation and invoicing.
*Process mid-term adjustments, policy changes, new-business enquiries and general client queries.
*Obtain, negotiate and compare terms from insurer markets.
*Review client information and insurance requirements to help ensure cover remains suitable.
*Prepare renewal reports, quotations, policy documentation, certificates, schedules and endorsements.
*Liaise confidently with clients, insurers, underwriters and Account Executives.
*Support Account Executives with renewal strategy, client retention and cross-selling opportunities.
*Assist clients with claims notifications and provide ongoing claims support where required.
*Maintain accurate records on the broking system and ensure activity is completed within agreed service standards.
The Candidate
*Previous commercial broking or insurance account-handling experience.
*Sound knowledge of core commercial covers, including Property, Liability, Commercial Combined, Motor Fleet policies.
*Comfortable managing renewals, MTAs and client servicing work from start to finish.
*Strong attention to detail, organisation and ability to manage competing deadlines.
*Confident communicator with the ability to build credibility with clients and insurer partners.
*Commercially minded, with the ability to spot retention, cross-sell and new-business opportunities.
*Experience using broker management systems and insurer portals.
*Cert CII achieved or a willingness to work towards it would be advantageous.
The Reward
*Annual salary to £40,000 based on experience
*Hybrid working - 3 days in office 2 from home
*Company Pension
*Performance related bonus
*Comprehensive range of benefits
The role
*Manage a portfolio of SME, mid-market and/or corporate commercial clients.
*Handle renewals from initial review through to placement, documentation and invoicing.
*Process mid-term adjustments, policy changes, new-business enquiries and general client queries.
*Obtain, negotiate and compare terms from insurer markets.
*Review client information and insurance requirements to help ensure cover remains suitable.
*Prepare renewal reports, quotations, policy documentation, certificates, schedules and endorsements.
*Liaise confidently with clients, insurers, underwriters and Account Executives.
*Support Account Executives with renewal strategy, client retention and cross-selling opportunities.
*Assist clients with claims notifications and provide ongoing claims support where required.
*Maintain accurate records on the broking system and ensure activity is completed within agreed service standards.
The Candidate
*Previous commercial broking or insurance account-handling experience.
*Sound knowledge of core commercial covers, including Property, Liability, Commercial Combined, Motor Fleet policies.
*Comfortable managing renewals, MTAs and client servicing work from start to finish.
*Strong attention to detail, organisation and ability to manage competing deadlines.
*Confident communicator with the ability to build credibility with clients and insurer partners.
*Commercially minded, with the ability to spot retention, cross-sell and new-business opportunities.
*Experience using broker management systems and insurer portals.
*Cert CII achieved or a willingness to work towards it would be advantageous.
The Reward
*Annual salary to £40,000 based on experience
*Hybrid working - 3 days in office 2 from home
*Company Pension
*Performance related bonus
*Comprehensive range of benefits
Job number 4071019
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Company Details:
Stride Resource Management
Company size: 10–19 employees
Industry: General Insurance
Specialist recruitment advice and career support for general insurance professionals seeking to make a move in the market.We understand that your aspi...