Senior Commercial Account Handler

• 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

• 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
• Past familiarity with the Acturis computer system preferred (not mandatory)

Past familiarity with the Acturis computer system

• Company Pension Scheme
• Private Medical Insurance
• Income Protection
• Plus many more