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Commercial & HNW Account Handlers

Cryer Baker Insurance Recruitment Ltd
Posted 9 hours ago, valid for a month
Location

Reading, Berkshire RG8 6DS, 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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  • The company is seeking candidates for two roles: Commercial Account Manager and HNW Account Handler in their Reading office.
  • Applicants should have a minimum of 3 years of professional experience in Commercial Account Management and proficiency in Excel, PowerPoint, and MS Outlook.
  • Experience with Acturis is essential, requiring at least 1 year in a regulated environment.
  • The position offers a basic salary ranging from £25K to £36K, along with excellent additional staff benefits.
  • This opportunity allows for career advancement into more senior broker roles over time.

We are pleased to be working with one of the most progressive insurance networks operating in the UK today.

They currently have 2 vacancies 1 being a Commercial Account Manager and the other is a HNW Account Handler. These roles could suit someone who is currently an insurance broker/account handler where you have previous experience within an intermediary environment.

You would be based in their regional Reading office and there would be a hybrid working arrangement with 3 days in the office and 2 working form home.

SUMMARY OF THE ROLE

  • Assists in all aspects of servicing renewal business
  • Strong focus on commercial risks and who understands the technical aspect of managing and placing these risks both individual and portfolio
  • Good connections and an understanding of the local insurer market
  • Travels occasionally, as needed, to meet with clients, and provides assistance in the production of new accounts when required
  • Deals with all communication and service with clients; identify and coordinate appropriate internal value-added resources on a client-to-client basis
  • Works collaboratively with all members of the team.
  • Produces revenue through cross-sales to new and existing clients
  • Effectively coordinates with multiple Introducers and team members to accomplish production, retention, and customer service goals
  • Develops and maintains positive relationships with insurance company underwriters and representatives to effectively market new and renewal business
  • Works closely with the Director to ensure service, review, and sign off of policies, endorsements, audits, certificates, etc. are performed in a timely and accurate manner
  • May handle all aspects of client relationships on certain accounts
  • Mentors staff as required

BUSINESS/PROFESSIONAL REQUIREMENTS

  • Ideally a minimum of 3 or more years professional experience in Commercial Account managemen
  • Proficient in Excel, PowerPoint, and MS Outlook
  • Proficient with Acturis is essential, minimum 1 years’ experienceExperience working within a regulated environment and with full understanding of the principles of TCF and Insurance Practice
  • This opportunity is a great way to get into a Broker role which could potentially lead to more senior positions over time if desired.

Dependent on experience, the basic salary is from £25K to £36k with excellent additional staff benefits.

Apply now in a few quick clicks

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.