Commercial Account Handler

Red Recruitment; Bristol; On-site; GBP 34,000 - 40,000; Full time

Job summary

A leading insurance broker is seeking a Commercial Account Handler in Bristol. The role involves supporting Account Executives, managing client queries, and ensuring timely instruction processing. Candidates should possess strong negotiation and communication skills, and ideally hold or be working towards a Cert CII. The position offers a salary up to £40,000 with several employee benefits including flexible working hours and a pension scheme.

Benefits

24 days holiday

Flexible lifestyle hour per month

Death in service benefit

Contributory pension scheme

Health and wellbeing benefits

Employee perks website

Annual salary review

Qualifications

• Apply previous knowledge and understanding to the role.
• Prioritize and organize your own workload under pressure.
• Negotiate effectively with insurers and clients.
• Communicate excellently both verbally and in writing.
• Work collaboratively as part of a team.

Responsibilities

• Support Commercial Account Executives with clients and new business.
• Process and confirm instructions in a timely manner.
• Identify cross-selling opportunities and gaps in client cover.
• Comply with SM&CR regulations.
• Undergo training to keep updated with industry developments.

Skills

Negotiation

Excellent communication

Organizational skills

Teamwork

Knowledge of insurance principles

Education

Cert CII

Job description

Red Recruitment is recruiting a Commercial Account Handler in Bristol City Centre to join our client on a permanent basis. Our client is a leading insurance broker, dedicated to delivering outstanding service to our clients and prides themselves on fostering a collaborative, professional, and forward-thinking workplace.

The salary for this position is up to 40,000 per annum and contains many benefits.

Benefits for a Commercial Account Handler:

• Salary: Up to 40,000
• Hours: Monday - Friday, 9am - 5pm
• Contract Type: Permanent
• Location: Bristol
• Start Date: ASAP
• 24 days holiday per annum excluding bank holidays
• 1 additional lifestyle hour per month (fully flexible hour to be taken as and when needed for personal commitments)
• Death in service benefit of 4 x annual salary, effective from the start of employment
• 3% contributory pension scheme which will commence after 3 months of employment (increasing to 5% after 5 years' service)
• Access to various health and wellbeing benefits including an online GP service, dental service, and mental health support
• Access to employee perks website which gives retailer discounts and vouchers
• Annual salary review process
• Pay for CII membership and all associated exams
• Full training and development plan based on training needs analysis

Key Responsibilities of a Commercial Account Handler:

• Supporting the activities of Commercial Account Executives and/or Directors regarding your allocated clients and new business, including broking, day-to-day queries, report writing, and administration
• Ensuring instructions are processed, recorded, and confirmed in a timely and efficient manner,r and the company diary system is maintained
• Helping to identify cross-selling opportunities and potential gaps in client cover
• Complying with the Individual Conduct Rules as required by the SM&CR regulations
• Undergoing training in line with agreed objectives and keep up to date with technical, legal and market developments

Key Skills and Experience of a Commercial Account Handler:

• You should be able to apply your previous knowledge and understanding to this role
• You will be expected to be able to prioritise and organise your own workload and to work to pressured deadlines
• Being able to negotiate effectively with insurers and clients is required
• Excellent communication skills, both verbally and in writing is essential
• You will be required to work well as a member of a team
• You should also hold or be working towards a minimum of Cert CII

If you are interested in this position and have the relevant skills and experience required, please apply now!

Red Recruitment (Agency)