Commercial Account Handler

Time Appointments; Ipswich; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading insurance broker in Ipswich is seeking an experienced Account Handler to manage existing client portfolios. This position offers a clear progression path and involves responsibilities such as preparing renewal reports and ensuring client needs are met. Candidates should possess strong negotiation skills and relevant insurance knowledge, as well as be progressing towards or possess Cert CII qualifications.

Benefits

Competitive pay and bonuses

Generous holiday entitlement

Financial support towards professional qualifications

Volunteering opportunities

Qualifications

• Strong negotiation skills to secure competitive terms.
• Ability to manage own workload and exceed client expectations.
• Experience in writing comprehensive technical reports.

Responsibilities

• Manage a portfolio of existing clients with a focus on renewals.
• Prepare renewal reports and associated customer documentation.
• Negotiate with clients and insurers to finalize terms.

Skills

Negotiation skills

Client management

Technical report writing

Education

Cert CII qualified or progression towards

Tools

Acturis

Job description

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We have a fantastic opportunity to work with a well-established insurance company based in Ipswich. Our client is a prominent commercial and corporate broker serving in London and East of England and pride themselves on the prestigious title of Chartered Insurance Broker.

This is a brilliant opportunity for an Account Handler with the right experience, to join a reputable company with a clear progression ladder.

Key Duties:

• Responsible for dealing with a portfolio of existing clients either in association with a Relationship Manager.
• Prepare pre-renewal and renewal reports, including any other associated customer-facing documentation.
• Maintain a professional working relationship with insurers, clients, colleagues, trade associations and suppliers.
• Co-ordinate the gathering and updating of policy risk information and claims data.
• Carry out pre-renewal work and renewal broking to ensure that clients’ demands, and needs are satisfied.
• Finalise renewal negotiations with clients and insurers.
• Process mid-term adjustments including instructing insurers and confirming instructions to clients.
• Credit control and debt management responsibility.

Skill & Qualifications Required:

• Competent user of Acturis (preferable but not essential).
• Strong and determined negotiation skills to ensure that clients receive competitive terms and coverage from insurers.
• Ability to work on own initiative and also as part of a team, including the management of own workload to ensure that clients expectations are exceeded.
• Experience of writing comprehensive technical client reports using up to date IT packages.
• A strong knowledge of the general commercial classes of insurance.
• Cert CII qualified (or progression towards).
• Competitive pay and bonuses.
• Generous holiday entitlement.
• Volunteering opportunities.
• Financial support towards professional qualifications.