Commercial Account Handler

TN United Kingdom; Halifax; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a proactive Desktop Account Executive to manage a diverse portfolio of clients in Halifax. This full-time role emphasizes relationship management and new business development, allowing you to leverage your expertise in commercial insurance. With a focus on client retention and exceptional service, you will thrive in a supportive environment that values professional growth and community engagement. Join a company that offers competitive benefits and a commitment to employee welfare, making a real impact in the insurance sector.

Benefits

Competitive holiday allowance

Death in Service benefit

Company pension scheme

Enhanced maternity and paternity leave

Flexible benefits package

Access to discounts on various services

Referral schemes

Professional development opportunities

Community and charity initiative support

Comprehensive employee benefits package

Qualifications

• Minimum of 3 years experience in a similar role.
• Strong background in commercial insurance and client management.

Responsibilities

• Maintain high standards of client service and promote exceptional customer care.
• Develop and sustain professional relationships with clients.
• Demonstrate self-motivation to meet and exceed growth targets.

Skills

Client Retention Skills

Stakeholder Management

Commercial Insurance Knowledge

FCA Compliance Understanding

Education

3+ years in a similar role

Job description

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Desk Based Account Executive Halifax PIB Insurance Brokers Full-time Permanent

As a Desktop Account Executive, you will look after clients with premiums ranging from SME to Mid Corporate, where maintaining relationships is necessary but physical visits are not. The role also involves new business development. You should be proactive in seeking opportunities to grow your book of business.

Responsibilities:

1. Demonstrate self-motivation and a hardworking attitude to meet and exceed growth targets.
2. Ensure quality, consistency, and accuracy in all aspects of your role.
3. Maintain high standards of client service and promote exceptional customer care.
4. Develop and sustain professional relationships with clients, providing expert advice in all areas of business.
5. Exhibit excellent client retention skills.
6. Ensure accuracy, efficiency, and professionalism when dealing with clients and insurers.

Experience:

1. At least 3 years in a similar role as a Senior Handler or aspiring executive.
2. Proven growth of your book of business.
3. Background in commercial insurance.
4. Strong client and stakeholder management skills.
5. Knowledge of the market and insurers, with good relationships.
6. Understanding of FCA compliance and regulatory processes.

Further Information:

Along with a competitive salary, we offer the following benefits:

• Competitive holiday allowance with options to buy additional days annually.
• Death in Service benefit of four times salary.
• Company pension scheme.
• Enhanced maternity and paternity leave packages.
• Flexible benefits package allowing customization of your overall package.
• Access to discounts on technology, electronics, cinemas, restaurants, days out, mortgage advice, travel, and more via our benefits portal.
• Referral schemes.
• Discounted PIB products.
• A comprehensive employee benefits and welfare package supporting financial management, cycle-to-work scheme, counselling, health screening, will writing, menopause support, books, smoking cessation, and more.
• Opportunity to support community and charity initiatives with an extra volunteering day.
• A range of discounts including kids passes for attractions, hair and beauty services, and climate change projects.
• Professional development through our learning & development framework, including study options and apprenticeships.
• Participation in the PIB Community Trust for charitable grants.
• Commitment to environmental responsibility to reduce PIB’s carbon footprint.