Commercial Account Broker

Job title: Commercial Account Broker

Salary: £40,000

Location: Bristol

Key responsibilities

• Generate documents for new customers, as well as any mid-term adjustments and renewal information.
• Record all customer details accurately and input them into the system promptly to maintain data integrity.
• Obtain renewal terms for customers, exploring alternative options before providing the optimal solution.
• Prepare renewal closings based on meeting minutes and ensure coverage is bound by the renewal date.
• Address insurer and customer queries regarding their policies. Confirm coverage with relevant insurers, process policies, and follow up on outstanding documentation as needed.
• Handle account queries and credit control matters, highlighting any concerns as necessary.
• Adhere to fundamental legal and regulatory policies related to internal policies and the insurance contract as required. 

Experience and requirements

• Candidates should have previous experience handling commercial lines insurance business, ideally gained in a broking, MGA, or insurer environment.
• Knowledge of managing mid-market to corporate clients would be beneficial, although candidates from SME backgrounds who aspire to work with larger clients will also be considered.
• Previous experience in the insurance industry is essential, along with a track record of working towards targets within a regulated, measurable framework and achieving SLAs.
• Candidates should demonstrate risk awareness in handling customer information and prioritize a customer-centric approach, always aiming for the best possible outcome for our clients' customers.
• They should be diligent and process-driven, able to meet deadlines, task-focused, results-oriented, and proactive in assisting team members.
• Excellent communication and interpersonal skills are necessary, with confidence in building and maintaining rapport.
• Strong planning and analytical skills, with a keen eye for detail and accuracy, are also essential.
• Proficiency in MS Office is required, and experience with Acturis would be advantageous.
• Applicants must be eligible to work in the UK.

Qualifications

• Holding or working towards one of the Chartered Insurance Institute Qualifications, Cert CII, Dip CII or ACII. 
• Educated to GCSE standard or equivalent, with an intermediate knowledge of the commercial insurance industry.

If you have the relevant experience or know someone that does please contact me now on or email me at