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Commercial Account Handler
Job Market: Insurance
Commercial Account Handler - About the role
My client is seeking career-minded individuals to join their growing teams
The Account Handler will have responsibility for the servicing and quoting of multi-faceted risks from an inner network of brokers. The primary focus of this position is building broker relationships while delivering excellent service including coverage and service consultation and strong market knowledge.
Commercial Account Handler - Key duties
Assists in all aspects of servicing and developing new and renewal business
Strong focus on Property both residential and commercial and who understands the technical aspect of managing and placing property risks both individual and portfolio
Good connections and an understanding of the local insurer market
Travels as needed to meet with clients, and provides assistance in the production of new accounts when required
Serve as an overseer for communication and service with clients; identify and coordinate appropriate internal value-added resources on a client-to-client basis
Works collaboratively with Introducers, Insurance Consultants, Claims Manager and Support Personnel for the development and delivery of risk summaries, reports, loss analysis/experience information for clients, etc.
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
Coordinates the efforts of the Account Manager and Technical Support to service clients efficiently.
Works closely with Account Manager 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
Commercial Account Handler
Significant professional experience in the Commercial Insurance sector
Proficient in Excel, PowerPoint, and MS Outlook
Proficient with Acturis is essential
Professional Qualification preferred (CII, CIC, CRM, etc.) or willingness to work towards.
Customer service focused, with a high degree of professionalism
Able to be based within the office on a full time basis.
