Commercial Insurance Account Handler Job Description Template
Our company is looking for a Commercial Insurance Account Handler to join our team.
Responsibilities:
- Assisting in the presentation of risks to underwriters and negotiation of terms;
- Build and maintain an excellent rapport with our clients, providers and colleagues across the Group;
- Administration tasks such as new business, adjustments, renewals, checking policy documents and maintain good credit control;
- Utilising online quote facilities (training provided);
- Learn and develop accounts through existing client contacts;
- Managing own book of smaller commercial clients, dealing with all aspects of the annual insurance cycle including renewal;
- You will generate and deal with new business enquiries;
- Liaising with Insurers and clients;
- Deal with client queries and giving appropriate advice. Processing any mid-term adjustments;
- Review insurer placements to ensure that best advice is offered at all times;
- Responds directly to simple and moderately difficult client questions and requests, and solicits assistance from senior management as needed;
- You will work with New Business team and Account Executives to ensure a smooth handover of clients;
- Manage diverse multi-class of commercial insurance products;
- To assist in the production of reports and summaries of insurance for clients;
- Play a major role in ensuring a first class service is given to clients, protecting the companies reputation.
Requirements:
- A full understanding of commercial products;
- Experience in a Commercial Insurance role;
- Happy to multi-task and support several different queries with a timely and professional manner;
- Good academic background supported by good grades at A-Level and/or GCSE in subjects that include Maths and English;
- Develop good communications with all other areas of the business and with clients;
- You will possess persuasive negotiation skills with all customer types;
- Experience in Commercial Insurance or Personal Lines;
- Excellent customer/client etiquette;
- You must accurately and efficiently dealing with high workloads;
- Manage client bank to ensure that you give them the advice and guidance required;
- Competent using MS Office;
- Previous sales experience would be beneficial;
- Complete detailed reviews of the insurance requirements of existing and potential new clients;
- You will hold excellent communications skills across all methods;
- Live within commutable distance of the office or happy to relocate.