Commercial Account Handler

Lawes Insurance Recruitment; England; On-site; GBP 60,000 - 80,000; Full time

Job summary

Join a dynamic team as a Commercial Account Handler, where your expertise in managing commercial insurance portfolios will shine. In this role, you'll develop strong relationships with clients, ensuring their unique insurance needs are met with tailored solutions. You'll handle day-to-day account servicing, from policy issuance to renewals, while staying updated on industry trends and regulations. This position offers the opportunity to work closely with account executives and negotiate the best terms for clients. If you're detail-oriented and passionate about providing exceptional client service, this is the perfect role for you.

Qualifications

• Experience in commercial account handling within an insurance brokerage.
• Strong knowledge of commercial insurance products and underwriting processes.

Responsibilities

• Manage and service a portfolio of commercial clients with exceptional support.
• Collaborate with account executives to prepare and present client proposals.

Skills

Commercial Account Handling

Client Relationship Management

Insurance Knowledge

Communication Skills

Organisational Skills

Negotiation Skills

Education

5 GCSEs, Grades A-C including English and Maths

Tools

Agency Management Software

Microsoft Office Suite

Job description

We are seeking a skilled Commercial Account Handler to join our client’s dynamic team. As a Commercial Account Handler, you will be responsible for managing and servicing a portfolio of commercial clients, providing them with exceptional support and guidance. The ideal candidate will be highly organised, detail-oriented, and have a strong understanding of commercial insurance.

Responsibilities

1. Develop and maintain strong relationships with commercial clients, understanding their unique insurance needs and providing appropriate solutions.
2. Handle the day-to-day servicing of client accounts, including policy issuance, endorsements, and renewals.
3. Collaborate with the account executive to prepare and present client proposals and insurance programs.
4. Stay up-to-date with industry trends, insurance products, and regulations to provide informed advice to clients.
5. Assist in the negotiation of terms and conditions with insurance carriers to obtain the best coverage for clients.
6. Ensure accurate and timely documentation of all client interactions and transactions in the agency management system.

Qualifications

1. Proven experience in commercial account handling and operations within an insurance brokerage or agency.
2. Minimum 5 GCSE, Grades A-C including English and Maths.
3. Strong knowledge of commercial insurance products, coverages, and underwriting processes.
4. Excellent communication and interpersonal skills with the ability to build rapport with clients and collaborate effectively within a team.
5. Detail-oriented with strong organisational and time management abilities.
6. Proficiency in agency management software and Microsoft Office suite.
7. Relevant insurance certifications such as Commercial Lines Coverage Specialist (CLCS) or Certified Insurance Service Representative (CISR) are a plus.

Day-to-Day

1. Communicate with clients to understand their insurance needs and provide expert advice.
2. Process client requests for policy changes, endorsements, and certificates of insurance.
3. Collaborate with account executives to prepare comprehensive insurance proposals.
4. Liaise with insurance carriers to obtain quotes and negotiate terms on behalf of clients.
5. Maintain accurate and up-to-date client records in the agency management system.
6. Stay informed about industry trends and regulatory changes to better serve clients.