Commercial Account Handler

www.topfinancialjobs.co.uk - Jobboard; East Grinstead; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a Commercial Account Handler to manage a diverse portfolio of clients. This role involves handling insurance needs, renewals, and adjustments while providing exceptional customer service. You will have the opportunity to identify new business opportunities and cross-sell various services, contributing to the growth of the business. If you are adept at building relationships and have a passion for the insurance industry, this is a fantastic opportunity to advance your career in a supportive environment.

Qualifications

• Experience in commercial insurance broking preferred.
• Knowledge of general insurance products and FCA compliance preferred.

Responsibilities

• Manage and retain a portfolio of clients with excellent service.
• Identify and develop new business opportunities and cross-sell services.

Skills

Clear and effective communication

Ability to work independently

Adaptability to changes in the insurance industry

Teamwork and collaboration skills

Education

CII qualifications

Tools

Microsoft Office

Database systems

Job description

Commercial Account Handler

Manage a portfolio of clients, handle their insurance needs including renewals and changes, and support business growth by developing new opportunities and cross-selling additional services.

Key Responsibilities:

• Manage and retain a portfolio of clients, ensuring excellent service and relationship management.
• Handle policy renewals, mid-term adjustments, and claims.
• Identify and develop new business opportunities.
• Cross-sell additional business solutions, such as energy, telecoms, and employee benefits.
• Provide technical support to clients and insurers.
• Maintain accurate records and ensure compliance with industry regulations.
• Deliver excellent customer service by promptly addressing client queries and concerns.

Requirements:

• Experience in commercial insurance broking (Preferred)
• Knowledge of general insurance products and FCA compliance. (Preferred)
• Proficiency in Microsoft Office and database systems.
• Progress toward or willingness to pursue CII qualifications.

Skills:

• Clear and effective communication, both written and verbal.
• Ability to work independently and manage workloads efficiently.
• Adaptability to changes in the insurance industry.
• Teamwork and collaboration skills.

Fully on-site during probabtion