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Financial manager
Commercial Account Handler

Commercial Account Handler

Meridian Business Support

Posted 2 days ago, valid for 17 days

Cambridge, Cambridgeshire CB2 8AG, England

Full Time

Retirement Plan

Life Insurance

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Sonic Summary

We are seeking an experienced account handler with strong technical and customer service skills for a position in our client's Cambridge office.
The role involves managing a portfolio of client insurance plans and providing tailored insurance advice, requiring some experience in a commercial environment.
Candidates should possess excellent communication and administrative skills, with attention to detail being crucial for handling cover queries and mid-term adjustments.
The position offers opportunities for professional development and supports continued education through fully funded CII professional membership.
The salary for this role is competitive, and the ideal candidate should have at least two years of relevant experience.

We are looking for an experienced individual with excellent technical and customer service skills to join our clients team of account handlers based at their Cambridge office. Working closely with the commercial account executives to assist with negotiating with insurers and providing tailored insurance advice and first-class customer service to our clients.The role As commercial handler you will be expected to administer a portfolio of client insurance plans in a professional and ethical manner following agreed procedures. The ideal candidate will need to be able to handle a full range of commercial business across all classes. You will be your client’s first point of contact for cover queries, mid-term adjustments, quotations for additional insurances, document issue and many other tasks and projects.The position does require some experience of working within a commercial environment. There will be a lot of scope and opportunity to develop within the commercial environment. The enquiries come from existing clients, the web, commercial executives, introducers, by recommendations and up and cross selling. The most suitable candidates will need to have good communication and administrative skills and attention to detail is paramount.About usOur client has built its reputation as the natural choice for friendly, expert advice on insurance, risk management and financial services. Its stability within the market for over 35 years builds on its success, but it also reflects the market by changing rapidly to meet our customer requirements. We are proud of our people, their successes, and value their contributions to our growing business.Benefits

Fully funded CII professional membership and support through CII examinations
25 days annual leave + Bank Holidays (option to purchase up to 3 additional holiday days in April each year)
Discretionary annual Company bonus scheme
Life Insurance (4x annual salary)
Bupa Cashplan
Salary Exchange pension scheme
Supported professional training and development
Discounted financial services and insurance products
Recruitment referral incentive bonus ‘refer a friend’
Client introduction commission incentive

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