Commercial Account Handler

A-Plan; Cardiff; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading insurance firm in Cardiff is seeking a Commercial Account Handler to join their team. This role involves building rapport with clients and assisting account executives in renewal retention. The ideal candidate should have strong attention to detail and the ability to maintain relationships. This position offers career progression opportunities, professional qualifications, and various employee benefits including holiday, health plans, and gym discounts.

Benefits

25 days holiday, increasing to 27 days

Healthcare Cashplan access

Fully funded CII professional qualification

Enhanced maternity & paternity policies

Cycle to work loan scheme

Discount on gym membership

Employee Assistance Programme (EAP)

Qualifications

• Strong attention to detail for reviewing client documentation.
• Ability to build and maintain strong relationships.
• Willingness to learn and adapt to different situations.
• Prompt and accurate data processing skills.

Responsibilities

• Build rapport with new and existing clients.
• Assist Commercial Account Executives in renewal retention.
• Support quoting process by ensuring documentation accuracy.

Job description

With a no limits approach, we can rise to any challenge. Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer. Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities. From pro bono work to insuring COVID-19 vaccine development to de-risking the carbon market, we're using our skills, knowledge, and networks to make a difference and speed positive change in the world around us.

We are actively looking for a Commercial Account Handler to join our Watkin Davies team. Our local Commercial team have grown rapidly over the last 12 years', and we looking to support further growth by recruiting an additional handler. In this role you will be responsible for building rapport with new and existing clients, which could range from a sole trader, through to an MD / CEO of an organisation and working closely with the Branch Manager to achieve objectives.

About you

You will have strong attention to detail as you will be reviewing client documentation, ensuring the information is comprehensive and accurate to support the quoting process

You must have the ability to build and maintain strong relationships with internal stakeholders, clients and external contacts to ensure we meet expectations and compliance standards

You will be assisting the Commercial Account Executives in achieving high levels of renewal retention, whilst exceeding customer expectations and meeting FCA requirements.

You are willing to learn, as every day will be different. This is a great opportunity to progress your career as a Commercial Account Handler and become further your professional qualifications.

You have the ability to process data promptly and accurately on relevant systems in order to support and improve high levels of client service, internal process execution and to facilitate informed analysis

Rewards

We believe that great work and dedication should be rewarded, that's why we offer :

25 days holiday, increasing to 27 days through service (plus bank holidays)

Access to a Healthcare Cashplan, which gives you access to 17 different benefits, all paid for by us

Excellent training and development schemes with accelerated career progression

Fully funded CII professional qualification

Enhanced maternity & paternity policies

Cycle to work loan scheme available to all employees

Discount on gym membership across the UK - national and local gyms included

Access to discounted personal health policies as well as a range of insurance products including home, motor, travel, specialist vehicles, critical illness, private medical, income protection etc.

Access to hundreds of highstreet retailer discounts through our reward and recognition platform

Employee Assistance Programme (EAP) to support employees outside of work

The above details just a handful of the benefits available to our employees, more details will be shared through the recruitment process