Account Handler (Broking Executive)

Drpinsurance; Paisley; On-site; GBP 25,000 - 45,000; Full time

Job summary

This innovative firm is seeking a dedicated Account Handler to join their dynamic team. In this pivotal role, you will provide exceptional service to commercial clients, supporting Account Executives in managing accounts and processing insurance policies. Your attention to detail and proactive approach will ensure smooth communication between clients and insurer partners. With a commitment to quality and professional service, you'll play a key role in maintaining high client satisfaction and compliance with regulatory standards. If you are passionate about delivering exceptional client service and have a strong understanding of commercial insurance, this opportunity is perfect for you.

Qualifications

• Strong understanding of commercial insurance and excellent communication skills.
• Proficiency in insurance software and attention to detail are essential.

Responsibilities

• Support Account Executives in managing commercial insurance clients.
• Process policies and maintain accurate client records.

Skills

Commercial insurance products knowledge

Communication skills

Attention to detail

Problem-solving

Client-focused mindset

Education

Experience in commercial insurance

Insurance industry certifications (Cert CII)

Tools

Acturis

Microsoft Office suite

Job description

Department: Broking

Contract: Full-time

Direct Reporting: Commercial Team Manager

Introduction:

D2 Corporate Solutions, part of David Roberts and Partners Group, provides quality insurance solutions that are carefully tailored around the needs of each individual client. We provide clients with intelligent commercial and private insurance solutions, together with the reassurance of knowing that their assets, premises and possessions are fully protected against potential risks.

We have a committed team of industry experts who have the expertise to respond quickly to any customer requirement. Our aim is to provide quality, cost-effective insurance backed up by a reliable and highly professional service.

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 £300m premium with direct access to Lloyd’s of London and other specialist international markets.

Position Summary

As an Account Handler (Broking Executive) at our business, you will play a pivotal role in providing exceptional service to our commercial clients. Your primary responsibility will be to support our Account Executives in managing client accounts, processing policies, and ensuring smooth communication between clients, the service teams, and our insurer partners. This position demands strong attention to detail, excellent organisational skills, and a proactive approach to delivering exceptional client service.

As an Account Handler (Broking Executive) you will be responsible for the following:

• Assisting Account Executives in managing a portfolio of commercial insurance clients.
• 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 inquiries 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.

Key Performance Indicators

• Client satisfaction ratings.
• Timeliness and accuracy of policy processing.
• Efficiency in handling client inquiries and requests.
• Compliance with regulatory standards and internal procedures.

Key Relationships

• Commercial Account Executives.
• Internal support staff.

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 (training support provided by the business to help with qualification progress)
• Familiarity with insurance brokerage operations and procedures is beneficial.