Commercial Account handler Job Description Template
Our company is looking for a Commercial Account handler to join our team.
Responsibilities:
- Assisting in the handling of claims;
- Provide appropriate advice on suitable policies and risk management;
- Handle day to day enquiries, renewal inviting, retention and policy management;
- Whilst you’ll be based in Twickenham, your clients will be based around the UK, so there will naturally be an element of travel involved in this role;
- Assist in providing Comprehensive insurance service to both existing and new business customers;
- To provide insurers and underwriters with accurate information to ensure they can assess each risk correctly;
- To comply at all times with FCA regulatory requirements and in particular ICOB rules;
- To ensure customer credit is within agreed company limits at all times;
- work alongside the Commercial Director and Account Executives to provide high quality insurance broking service;
- To handle day to day queries from clients and act as point of contact;
- To liaise with colleagues to share information about the current insurance marketplace, and to assist them with any insurance queries;
- Handle client queries and process MTAs;
- Working with an exec on new business opportunities and renewals;
- Dealing with premiums ranging from £10,000 and exceeding £50,000;
- Managing the renewal process.
Requirements:
- Educated to GCSEs or equivalent, supported with a minimum of 5 grades C or above including English and Mathematics;
- Good customer relations, communication and interpersonal skills;
- Good planning and organisational skills;
- Hold the Cert CII qualification and be prepared to undertake the DipCII;
- IT skills – including MS Word, MS Excel and MS Outlook and ideally experience of using the Acturis system;
- Knowledge of the principles, practices and legalities of General insurance;
- A good technical understanding of commercial lines ideally with some motor fleet;
- Organisation, accuracy and attention to detail;
- Passion, energy and a strong customer service ethos;
- An ability to effectively manage your own workload;
- Previous experience of using the Acturis trading platform would be helpful but isn’t essential;
- Experience of working in a commercial broking environment;
- A client-centric approach;
- A minimum of 2 years commercial insurance experience;
- Commercial lines market experience, preferably from an insurance broker background.