Commercial Account Handler

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

Job summary

An established industry player is seeking a dedicated Commercial Account Handler to enhance client service and support Account Executives. This role involves managing client accounts, processing insurance policies, and ensuring effective communication with clients and insurers. The ideal candidate will possess strong attention to detail, excellent organizational skills, and a proactive approach to problem-solving. Join a dynamic team where your contributions will directly impact client satisfaction and business success. If you are passionate about delivering exceptional service and thrive in a fast-paced environment, this opportunity is perfect for you.

Benefits

Annual bonus linked to KPIs

Negotiable salary based on experience

Qualifications

• Strong understanding of commercial insurance and account management.
• Excellent communication and interpersonal skills are essential.

Responsibilities

• Assist Account Executives in managing commercial insurance clients.
• Process insurance policies and maintain compliance with regulations.

Skills

Commercial insurance knowledge

Communication skills

Attention to detail

Customer service skills

Problem-solving abilities

Education

Experience in commercial insurance

Familiarity with insurance brokerage operations

Tools

Acturis

Microsoft Office suite

Job description

Position Title: Commercial Account Handler

Department: Insurance Broking

Location: Anlaby, Hull

Contract: Full-time/Part-time

Director Reporting: Manager

Position Summary:

As a Commercial Account Handler 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 a Commercial Account Handler you will be responsible for the following:

1. Assisting Account Executives in managing a portfolio of commercial insurance clients.
2. Processing insurance policies, endorsements, and renewals accurately and efficiently.
3. Liaising with our client service by promptly addressing any inquiries and concerns.
4. Collaborating with underwriters to negotiate terms and coverage on behalf of clients.
5. Preparing accurate documentation and maintaining client records in compliance with regulatory standards.
6. Supporting claims management by facilitating communication between our clients and our claims departments.
7. Staying updated on industry trends, insurance products, and regulatory changes.

Key Performance Indicators:

1. Timeliness and accuracy of policy processing.
2. Efficiency in handling client inquiries and requests.
3. Compliance with regulatory standards and internal procedures.

Key Relationships:

1. Commercial Account Executive
2. Internal Support Staff

Qualifications/Key Skills Required:

1. Strong understanding of commercial insurance, account management, or customer service roles.
2. Excellent communication and interpersonal skills.
3. Attention to detail and accuracy in data entry and documentation.
4. Ability to work effectively in a fast-paced environment.
5. Proficiency in insurance software (Acturis desirable) and Microsoft Office suite.
6. Problem-solving and decision-making abilities.
7. Client-focused mindset with a commitment to delivering exceptional service.
8. Knowledge of regulatory requirements and compliance standards in the insurance industry.

Education/Experience:

1. Relevant experience in commercial insurance, account management, or customer service roles.
2. Familiarity with insurance brokerage operations and procedures is beneficial.

Remuneration Package:

1. Salary negotiable dependent on experience
2. Annual bonus linked to the business hitting KPIs