Account Handler

BMS Group; York and North Yorkshire; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading insurance firm in York seeks a Commercial Account Handler. The role involves managing client accounts, ensuring exceptional client service, and negotiating with insurers. Ideal candidates will have strong knowledge of commercial insurance products, excellent communication skills, and relevant experience. A discretionary bonus linked to company performance is part of the compensation package.

Benefits

Discretionary annual bonus

Group Pension Plan

Group Life Cover

Group Income Protection Cover

Medicash Cash Plan

Qualifications

• Relevant experience in commercial insurance or customer service roles required.
• Training support provided to help with qualification progress.

Responsibilities

• Assist Account Executives in managing a portfolio of clients.
• Negotiate terms and coverage with underwriters.
• Maintain documentation and client records compliant with standards.

Skills

Strong understanding of commercial insurance products

Excellent communication skills

Attention to detail

Proficiency in insurance software

Client-focused mindset

Education

Insurance industry certifications (Cert CII desirable)

Tools

Acturis

Microsoft Office

Job description

Position Title

Commercial Account Handler

Group

David Roberts & Partners (part of the BMS Group)

Location

DR&P office in York

Introduction

David Roberts and Partners was formed in 1977. Founded in Ormskirk, before moving to Southport, the organisation has now grown into a family of independent insurance brokers. With businesses spanning the UK and Europe. We have a team of over 350 dedicated colleagues, we place over £230m premium with direct access to Lloyd’s of London and other specialist international markets.

Following a sustained period of growth, where DR&P Group has acquired multiple insurance business and is continuing to grow both organically and through acquisition, the group is now embarking upon the next chapter following our acquisition by BMS Group.

Position Summary

As a Commercial Account Handler, you will play a pivotal role in providing exceptional service to our commercial clients. Your responsibilities will be to handle new and existing Commercial business. This will be managing the client account from the initial process of taking all the information, then marketing the details and negotiating with our Insurer partners to place the cover, processing policies, along with handling the renewals and mid-term adjustments. This position demands strong attention to detail, excellent organisational skills, and a proactive approach to delivering exceptional client service.

Responsibilities

• Assisting Account Executives in managing a portfolio of commercial insurance clients.
• Managing your own commercial clients
• Build and maintain ongoing relations with clients
• Take information from clients, to enable assessment of their insurance needs and risk profile
• Research insurance companies’ policies and negotiate to find the most suitable cover
• Ensure that clients understand the terms and cover provided
• Manage client needs throughout the policy life to include any amendments
• Advise clients in respect of claims and how to mitigate risk
• Generate new Commercial enquiries
• Process insurance policies, endorsements, and renewals accurately and efficiently
• Liaising with our clients to gather necessary information for underwriting purposes
• Provide exceptional client service by promptly addressing any enquiries and concerns
• Collaborate with underwriters to negotiate terms and coverage on behalf of clients
• Prepare accurate documentation and maintain client records in compliance with regulatory standards
• Support claims management by facilitating communication between our clients and our claims departments
• Stay updated on industry trends, insurance products, and regulatory changes

Qualifications/Key Skills Required

• Strong understanding of commercial insurance products and terminology
• Excellent communication and interpersonal skills
• Attention to detail and accuracy in data entry and documentation
• Ability to work effectively in a fast-paced environment
• Proficiency in insurance software (Acturis desirable) and Microsoft Office suite
• Problem-solving and decision-making abilities
• Client-focused mindset with a commitment to delivering exceptional service
• Knowledge of regulatory requirements and compliance standards in the insurance industry

Education/Experience

• Relevant experience in commercial insurance, account management, or customer service roles
• Insurance industry certifications; such as, Cert CII desirable (or training support provided by the business to help with qualification progress)
• Familiarity with insurance brokerage operations and procedures is beneficial

Compensation Package

• Discretionary annual bonus linked to the business hitting KPIs
• Group Pension Plan
• Group Life Cover
• Group Income Protection Cover
• Medicash Cash Plan