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Commercial Insurance Client Account Handler

The Recruiter Specialists Group Ltd
Posted 16 hours ago, valid for 9 days
Location

Chelmsford, Essex CM3 4SX, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • We are looking for a dedicated Commercial Broker to join a respected firm in a niche commercial environment.
  • The successful candidate should have at least 2 years of commercial experience in broking and be Cert CII qualified.
  • Key responsibilities include managing client portfolios, ensuring compliance with FCA regulations, and providing expert advice to clients.
  • The role offers a highly competitive salary and benefits to attract top talent.
  • Candidates proficient in Acturis and with strong skills in Excel and Word are encouraged to apply.

We are seeking a dedicated and professional Commercial Broker to join this regarded Broker working within a Niche Commercial environment.

The successful candidate will assist the Account Director and Client Service Director in managing an existing client portfolio, whilst maintaining compliance with FCA regulations.

This role involves providing quality advice, guidance, and excellent service to all clients. The ideal candidate will ensure an accurate, efficient, and professional service is provided to clients and insurers.

Key Responsibilities:

? Ensure awareness and compliance with best practice guides, conduct rules, security protocols and the employee handbook.

? Develop and maintain professional working relationships with all clients, providing expert product advice and guidance.

? Handle daily and complex client queries effectively.

? Support commercial renewals in line with the sales process, including issuing market submissions, obtaining quotations, preparing quotation documents, and confirmation of cover reports.

? Prepare for and attend client meetings (where necessary), executing follow-up actions as needed.

? Perform data analysis to support risk management propositions.

? Check policy documents for accuracy and compliance.

Required Qualifications:

? Cert CII qualified.

? At least 2 years of commercial experience within broking.

? Proficient in using Acturis.

? Strong commercial awareness and a positive attitude towards learning new skills.

? Great understanding of Excel, Word, and presentation skills

A highly competitive salary and benefits is offered to attract the best talent for this position.

Please send your CV for consideration for the Directors attention.

The Recruiter Insurance Specialists are acting as a Recruitment Agency

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.