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Job title: Senior Commercial Account Handler
Salary: £40,000 - £50,000
Location: London - Hybrid
Purpose of role:
As a Senior Commercial Account Handler, you will play a crucial role in providing a comprehensive insurance service to both existing and potential new clients. Your role will be pivotal in ensuring client satisfaction, business growth, and operational excellence.
Key responsibilities:
- Efficiently manage and administer a commercial insurance portfolio, ensuring meticulous compliance and cost-effectiveness in all transactions.
- Proactively identify and convert growth opportunities through referrals, cross-selling, new client acquisition, and proactive sales initiatives, driving business expansion.
- Cultivate strong relationships with clients, insurers, and service providers, fostering trust and collaboration to deliver exceptional service.
- Collaborate closely with colleagues within a team environment, leveraging collective expertise for the benefit of clients and the business.
- Provide new business quotations promptly, offering relevant advice, information, and guidance to clients.
- Promptly execute client instructions, ensuring timely commencement of cover, completion of paperwork, premium collection, and accurate record-keeping.
- Work with Account Executives to strategise renewal approaches, identify cross-sale opportunities, and negotiate with underwriters for optimal client outcomes.
- Offer timely renewals of existing client policies with current or new insurers as appropriate, conducting thorough document checks and diary management.
- Maintain up-to-date client records on the company's electronic filing system, adhering to data protection regulations.
- Identify, plan, and achieve cross-sale opportunities while providing risk management advice and prevention information to clients, collaborating with insurers.
- Provide clients with support during claims processes, offering guidance and assistance throughout.
- Collaborate with the Accounts function as needed, assisting in credit control activities with relevant customers.
- Accompany Account Executives on client visits when necessary, acting as a referral point for day-to-day requests.
Experience:
- Previous experience in a similar role with comprehensive knowledge of insurance classes.
- Strong interpersonal skills and excellent communication abilities, particularly proficient over the phone.
- Capability to work efficiently under pressure and adeptly prioritize workload.
- Excellent planning, organizational, and time management proficiencies.
- Demonstrated ability as a team player with a determined drive to succeed.
- Possession of negotiation skills.
- Consistently operates compliantly with a sound understanding of regulatory requirements.
- IT literate with proficiency in client systems and Microsoft packages.
- Ideally qualified to Cert CII level or willing to attain this with support from the business.
- Acturis System Experience:
- Past familiarity with the Acturis computer system preferred (not mandatory).
Benefits :
- Company Pension Scheme
- Private Medical Insurance
- Income Protection
- Plus many more
If you have the relevant experience or know someone that does please contact me now on or email me at
