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.