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Commercial Account Handler - HYBRID WORKINGJob Title: Commercial Account Handler
Role PurposeTo obtain quotations and manage existing cases for Commercial Insurance. This includes setting up new policies, maintaining existing policies, and focusing on new business acquisition and renewal retention.In collaboration with the appointed manager, establish business and personal development goals while actively participating in performance appraisals.
Core Responsibilities
- Assist in achieving business targets, plans, and budgets as agreed with the manager.
- Maintain regular contact with existing clients to ensure their insurance needs are consistently met.
- Support the team in obtaining quotations, managing policy renewals, and handling presentations to maximize sales and retention.
- Maintain accurate records of communications and transactions in line with internal procedures.
- Effectively plan and prioritise workload to meet business requirements and deadlines.
- Adhere to internal processes and systems, including the use of Acturis.
- Uphold a high standard of professionalism, competence, and customer satisfaction.
- Collaborate with colleagues to ensure smooth office operations and contribute to team success.
- Demonstrate company values in actions and behaviour.
- Take a proactive approach to personal and professional development.
- Comply with FCA principles and regulatory standards.
- Uphold policies related to Treating Customers Fairly.
Duties & Obligations
- Adhere to FCA regulatory standards, including Treating Customers Fairly, Data Protection, Anti-Bribery, and Anti-Money Laundering. Complete mandatory compliance training as required.
- Support senior management in maintaining a culture of compliance and professionalism. Report concerns through the appropriate channels.
- Actively participate in performance reviews, set personal development goals, and engage in quarterly evaluations.
- Pursue continuous professional development to maintain industry competency.
- Follow health and safety policies and ensure workplace standards are maintained.
- Adhere to internal systems, including Acturis, to ensure efficiency and compliance.
Person Specification
- Strong computer and keyboard skills
- Excellent verbal and written communication skills
- Ability to organise tasks and manage workload efficiently
- Sales and cross-selling expertise
- Strong questioning and evaluation skills to assess client needs
- Relationship-building skills for both clients and colleagues
- Solid technical insurance knowledge
- Experience with Acturis (preferred)
Essential Qualifications & Requirements
- Knowledge of the principles, practices, and legalities of major classes of General Insurance
- Understanding of the UK insurance market for both personal and commercial lines
- Familiarity with FCA regulations for insurance customers
- Awareness of compliance standards, including complaints procedures and data protection laws
- Understanding of financial regulations such as anti-money laundering policies
- Knowledge of relevant legislation, including the Rehabilitation of Offenders Act, Disability Discrimination Act, and Race Relations Act
- Experience with reporting and insurance register preparation
- General understanding of how different departments operate within an insurance business
If this role is of interest, please contact a member of the LNJ team today.
