Account Handler

Brown & Brown, Inc.; Christchurch; On-site; GBP 28,000 - 36,000; Full time

Benefits offered by this job

25 days holiday + Bank Holidays

Pension

Share save scheme

Job summary

Brown & Brown, Inc. is seeking an experienced Commercial Account Handler to support Account Executives in Poole. You will manage commercial client renewals, source quotations for up-sell opportunities, and maintain strong client relationships across industries.

The role offers professional development opportunities and exposure to cross-class insurance products. This position requires 2+ years in commercial insurance, good negotiating skills, and a full driving licence.

Qualifications

• Minimum 2 years of commercial insurance experience either broking or underwriting.
• Good understanding of customer service, negotiation, broking and market awareness.
• Willingness to develop towards professional qualification (Cert CII).

Responsibilities

• Support Account Executives to achieve New Business and Renewal targets.
• Manage prospect pipeline and pre-visit fact finding for AE.
• Obtain quotations for up-sell opportunities and support renewal meetings.
• Prepare renewal review reports and liaise with insurers as needed.
• Handle client queries promptly and maintain diary and renewal terms.

Skills

Commercial insurance

Negotiation skills

Customer service

Broking support

Education

Cert CII (in progress)

Tools

Acturis

Job description

Position - Commercial Account Handler Location - Poole Salary - Negotiable + benefits

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. We are currently looking for an experienced Commercial Account Handler to join the welcoming team in Poole. Your position as Commercial Account Handler (Broking Support) is an important role in providing technical, customer relationship and administrative support to a nominated Account Executive (AE) and the wider Team. In this role you will be responsible for handling commercial & corporate sized risks for prestigious clients across a range of industries and their cross class commercial insurance needs. You will deal with existing business and new business broking opportunities whilst also having the opportunity to visit clients. The position will require servicing of client accounts within the renewals lifecycle process, including renewal administration, preparation of presentations to insurers, negotiating premiums with underwriters, processing adjustments and preparing client reports and other documentation. Recent experience of working as an Account Handler is required and you will need to be able to demonstrate a good understanding of customer service, negotiation skills, broking and market awareness. This is a good long term opportunity that will suit an experienced Broker/Account Handler with good cross class commercial insurance knowledge and looking for the next step or to take on wider responsibilities.

The day to day:

Work with Account Executives in achievement of their New Business and Renewal targets through proactive administration and customer support of the AE. Proactively support AE’s through management of their prospect pipeline, provide profiling support to AE on prospects through use of telephone, other media and by accessing information within the public domain. Be aware of current New Business appointments and undertake some pre visit fact finding on behalf of the AE. This will include research of Credit Safe, Google, website etc. and produce documentation in agreed format In Advance of new business visit obtain quotations for possible up sales (e.g. Excess PL, D&O, Excess PI, Loss Recovery or Additional Services) Make client renewal appointments on behalf of the AE and accompany them on approximately 1 or 2 a month to enhance client relationship Prepare detailed Renewal Review reports on behalf of the AE and obtain current claims experience where needed Obtain quotations for agreed ‘up sales’ (e.g. Excess PL, D&O, Excess PI, Loss Recovery or Additional Services) and include in review document Broking New Business or Renewals to the market in agreement with AE strategy preparing a comprehensive and high quality business submission document. Deal with incoming enquiries from clients (both allocated and unallocated as required), insurers and other third parties in a professional and timely manner involving the relevant AE if necessary due to technical nature or relationship issue. Maintain an efficient diary system including age debtors lists, accounts queries, chasing documentation and renewal terms Liaise with insurers and other third parties regarding the administration of client’s insurance needs. Provide high level administration and customer support to another colleague on occasions, as directed by the Commercial Administration Team leader.

What’s on offer:

• A negotiable basic salary + all the normal benefits (25 days holiday + Bank Holidays, Pension, Death in Service etc.)
• Access to both Flexible benefits and our annual share save scheme (15% discount on BRO shares (post probation).
• Full support for your professional development (including fully funded qualifications)

Your Experience:

• Requirement of at least 2+ years commercial insurance experience either broking or underwriting
• Ability to handle new business enquiries, renewals and midterm adjustments of various insurance policies
• Excellent understanding of Commercial Insurance products and insurance options
• Acturis insurance broking software knowledge is an advantage
• Commitment to progress towards Cert CII
• Possession of a full driving licence

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.”While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.