Commercial Account Handler

Trevellyaninsurance; Greater London; On-site; GBP 30,000 - 50,000; Full time

Job summary

Trevellyaninsurance is seeking an Account Handler to manage the renewal of existing commercial insurance policies. This role is crucial for enhancing sales performance and requires a proven track record in commercial insurance and client relationship management.

Responsibilities include following renewal processes, creating quotes, and maintaining client communication. Ideal candidates should have a minimum of 3 years of experience and a strong understanding of the commercial insurance market.

Qualifications

• 3+ years of experience in commercial insurance.
• Ability to coach and mentor new starters.
• Proven ability to work under pressure and meet deadlines.

Responsibilities

• Ensure new business and renewal processes are followed.
• Create quotes for all renewals/new business.
• Handle calls with clients for renewal support.

Skills

Exceptional Training and development of training programs

Extensive knowledge of the Commercial Insurance market

Professional presentation skills

Excellent negotiation skills

Good working relationships with insurers

PC Literate with excellent MS Word & Excel skills

Education

CII preferred

Job description

For Trevellyan this role, directly affects the sales performance, and profitability of the business unit as it is wholly responsible for the renewal of existing client’s commercial insurance. Be commercially minded and to learn the commercial insurance from an advisory position; it is also the responsibility of the Account Handler to renew a minimum of 95% of the existing policies. You will need to understand the renewal and new business process. The Account Handler will be responsible for targets and KPIs through working closely with colleagues and management to ensure that all actions taken fully support the business operational requirements in line with company brand & vision, policies, code of conduct & organisational culture.

Job Responsibilities & Performance Standards

• Ensure the new business and renewal processes are followed and understood
• Ensure all customers receive 30 60 90-day calls and support with their renewal.
• Create quote for all renewals/new business quotes in line with FCA treating customers fairly
• Must consistently use CRM system to diaries reminders to call people and update details of existing/new clients. Complete health checks on all current clients.
• Hold “Close Meetings” with your Broker/Account Handler to discuss the strategy required to close the sale and role-play it. Use the form provided.
• Complete fact finds with all required information. Create a comprehensive in-house Industry specific Fact Find questionnaire.
• Broker the clients renewal/new business quote as per the Premium Guide;
• Above £500 judgment call subject to industry
• Where feasible quote the renewal/new business quote with additional broker fees to maximize the company profit.
• Close the sale & take payment from the customer where needed

Skills

• Exceptional Training and development of training programs
• Passion to teach commercial insurance
• Be able to coach and mentor new starters
• Training that delivers excellence and rounded individuals for the insurance industry
• Extensive knowledge of the Commercial Insurance market
• Good working relationships with insurers
• Desire to hit & exceed targets
• Excellent diary management
• Be extremely well organized & know how to prioritize tasks
• Be empathetic with regards to customers needs
• Understand the importance of adhering to FCA policies & procedures
• Presents themselves in a professional manner either face to face or telephone
• A team player who interacts & blends well with colleagues & management
• Proven ability to work under pressure and to tight deadlines
• Act on own initiative when situations dictate
• Pays attention to detail
• Possesses excellent negotiation skills that produces maximum results
• Numerate
• PC Literate with excellent MS Word & Excel skills
• Adherence to company policies, code of conduct & culture
• Ability to manage all aspects of client engagement
• Be able to create sales presentations to both clients & insurers with credibility
• Strictly maintain confidentiality & preserve sensitive information of clients & company
• Have a firm belief in a “Treat Customers Fairly” culture
• Minimum Qualifications/Education/Experience/Training/Knowledge
• Qualifications and Education: CII preferred
• Experience (Years & Type): 3years +
• Training: Broker Assess
• Knowledge: Wide Range of Commercial Insurance Markets