Commercial Account Handler

JR United Kingdom; Gillingham; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a skilled Commercial Account Handler to support Account Executives in managing complex commercial insurance needs. This role involves handling both new and existing business, ensuring excellent customer service, and providing administrative support throughout the renewals lifecycle. With a focus on building strong client relationships and negotiating with insurers, this position offers a great opportunity for career advancement in a dynamic environment. Join a team where your expertise in commercial insurance can make a significant impact and enjoy a competitive salary package along with various benefits.

Benefits

Competitive salary package

Salary Sacrifice options for dental and healthcare

Discounts at restaurants, cinema, retailers

Cycle to work scheme

Casual dress code

Performance related bonus

Annual leave increases with service

Qualifications

• Experience in commercial insurance broking or underwriting is essential.
• Strong understanding of various insurance policies and options.

Responsibilities

• Support Account Executives in achieving new business and renewal targets.
• Handle client accounts and manage renewal processes efficiently.
• Prepare detailed reports and documentation for clients and insurers.

Skills

Commercial Insurance Knowledge

Customer Service Skills

Negotiation Skills

Broking and Market Awareness

Education

2+ years of Commercial Insurance Experience

Tools

Acturis Insurance Broking Software

Job description

Title: Commercial Account Handler – Complex Commercial

Location: Gillingham (Dorset)

Salary: Negotiable + Benefits

Overview:

We are currently looking for an experienced Commercial Account Handler to join the experienced team based out of the Gillingham (Dorset) office.

Your position as Commercial Account Handler (Broking Support) is an important role in providing technical, customer relationship and administrative support to a nominated Account Executive (AE) and the wider Team.

In this role you will be responsible for handling commercial & complex risks for clients across a range of industries and their cross-class commercial insurance needs. You will deal with existing business and new business broking opportunities whilst also having the opportunity to visit clients. Servicing client accounts within the renewals lifecycle process, including renewal administration, preparation of presentations to insurers, negotiating premiums with underwriters, processing adjustments and preparing client reports and other documentation. Recent experience of working as an Account Handler is required and you will need to be able to demonstrate a good understanding of customer service, negotiation skills, broking and market awareness.

This is a good long-term opportunity that will suit an experienced Broker/Account Handler with good cross-class commercial insurance knowledge and looking for the next step or to take on wider responsibilities.

The day to day:

1. Work with Account Executives in achievement of their New Business and Renewal targets through proactive administration and customer support of the AE.
2. Proactively support AE’s through management of their prospect pipeline, provide profiling support to AE on prospects through use of telephone, other media and by accessing information within the public domain.
3. Be aware of current New Business appointments and undertake some pre-visit fact-finding on behalf of the AE. This will include research of Credit Safe, Google, website etc. and produce documentation in agreed format.
4. In advance of new business visit obtain quotations for possible up sales (e.g. Excess PL, D&O, Excess PI, Loss Recovery or Additional Services).
5. Make client renewal appointments on behalf of the AE and accompany them on approximately 1 or 2 a month to enhance client relationship.
6. Prepare detailed Renewal Review reports on behalf of the AE and obtain current claims experience where needed.
7. Obtain quotations for agreed ‘up sales’ (e.g. Excess PL, D&O, Excess PI, Loss Recovery or Additional Services) and include in review document.
8. Broking New Business or Renewals to the market in agreement with AE strategy preparing a comprehensive and high-quality business submission document.
9. Deal with incoming enquiries from clients (both allocated and unallocated as required), insurers and other third parties in a professional and timely manner involving the relevant AE if necessary due to technical nature or relationship issue.
10. Maintain an efficient diary system including age debtors lists, accounts queries, chasing documentation and renewal terms.
11. Liaise with insurers and other third parties regarding the administration of client’s insurance needs.
12. Provide high-level administration and customer support to another colleague on occasions, as directed by the Commercial Administration Team leader.

What’s on offer:

• Competitive salary package & benefits
• Salary Sacrifice options including dental and healthcare
• Discounts site for restaurants, cinema, retailers
• Cycle to work scheme
• Casual dress code in office
• Performance related bonus
• Annual leave that rises with length of service

Your Experience:

• Requirement of at least 2+ years commercial insurance experience either broking or underwriting.
• Ability to handle new business enquiries, renewals and midterm adjustments of various insurance policies.
• Excellent understanding of Commercial Insurance products and insurance options.
• Acturis insurance broking software knowledge is an advantage.