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Role Profile : Commercial Insurance Account Handler
An opportunity to work for one of the largest and most well known Insurance Broking Groups based at their offices in Bristol.
As a Commercial Insurance Account Handler, you will play a vital role in managing and servicing Commercial & Mid Corporate insurance accounts. This position requires an understanding of insurance products, excellent communication skills, and the ability to build and maintain relationships with clients.
Key Responsibilities
Client Relationship Management
- Build and maintain relationships with commercial clients.
- Work with the team to ensure clients receive a first class service
- Act as a point of contact for client inquiries, providing timely and efficient responses.
Policy Management
- Assist clients in taking out new policies and support them with their policy renewals.
- Process new business quotations and policy renewals.
- Handle policy amendments and updates as required.
Market Research
- Stay informed about industry trends, regulations, and changes in the commercial insurance market.
- Provide clients with updates on relevant changes that may impact their insurance needs.
Documentation & Record Keeping
- Maintain accurate and up-to-date client records and policy documentation.
- Ensure compliance with regulatory requirements and company policies.
Collaboration
- Collaborate with colleagues in other offices to address client needs effectively.
- Provide feedback to improve processes and enhance customer service.
Qualifications & Skills
- Minimum two years experience in a commercial insurance environment
- Knowledge of cross class insurance products and regulations.
- Excellent interpersonal and communication skills.
- Analytical mindset with attention to detail.
- Ability to work independently and as part of a team.
- Proficient in using insurance management software and Microsoft Office Suite.
Personal Attributes
- Customer-focused with a commitment to delivering exceptional service.
- Adaptability and the ability to thrive in a dynamic and fast-paced environment.
- Strong problem-solving skills and a proactive approach to challenges.
- Ethical and trustworthy, maintaining confidentiality and integrity.
Reward
- Salary up to £45,000
- Excellent Benefits Package
- Great Bonus Structure to reward good performance
- Hybrid Role - 2 days in office and 3 days at home
- Excellent personal development across the group
