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The Role:
Our client is looking for a detail-oriented and client-focused Commercial Account Handler to join their Commercial Schemes Team. This role involves supporting members of the team, managing renewals, mid-term adjustments, and new business for commercial clients.
Key Responsibilities:
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Manage day-to-day servicing of a portfolio of commercial clients
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Handle renewals, new business queries, and mid-term adjustments accurately and in a timely manner
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Provide excellent customer service and build long-term client relationships
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Liaise with insurers and underwriters to obtain quotes and negotiate terms
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Ensure all documentation is compliant with FCA regulations
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Maintain accurate client records and internal systems
Key Requirements:
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Previous experience handling commercial insurance is essential (2+ years)
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Good knowledge of commercial insurance products such as Motor Fleet & Commercial Combined.
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Proficiency in insurance broking software (Acturis is a plus)
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Cert CII qualified or working towards it preferred
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A good level of technical insurance skills, to be assessed by regular in-house testing.
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Accuracy and attention to detail.
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Ability to process work quickly and efficiently.
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Prioritise work and meet deadlines.
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Excellent client service skills.
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Good negotiation and broking skills.
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Gather and analyse information from the client.
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Identify and respond appropriately to an individual client’s level of understanding.
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Ability to persuade and influence others.
