Commercial Account Handler

David Roberts & Partners (Insurance Brokers) Ltd; Leyland; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading insurance broker is seeking a Commercial Account Handler to manage client accounts and provide exceptional service. The role involves negotiating insurance terms, processing policies, and maintaining client relationships. Ideal candidates will have experience in commercial insurance and a client-focused mindset, with opportunities for professional development within the company.

Benefits

Discretionary annual bonus linked to KPIs

Group Pension Plan

Group Life Cover

Group Income Protection Cover

Medicash Cash Plan

Qualifications

• Experience in commercial insurance and account management.
• Strong understanding of commercial insurance products.
• Excellent communication and interpersonal skills.

Responsibilities

• Manage client accounts and provide exceptional service.
• Negotiate insurance terms and process policies.
• Assist Account Executives with commercial clients.

Skills

Attention to detail

Communication

Client-focused mindset

Problem-solving

Education

Insurance industry certifications; such as, Cert CII

Relevant experience in commercial insurance

Tools

Acturis

Microsoft Office

Job description

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Introduction

Location

Leyland, Lancashire

Hours

Full Time

Contract

Permanent

Position: Commercial Account Handler

Department: Broking

Location: Leyland, Lancashire

Direct Reporting: Branch Director

Contract: Full-time

Introduction

David Roberts and Partners was formed in 1977. Founded in Ormskirk, before moving to Southport, the organisation has now grown into a family of independent insurance brokers. With businesses spanning the UK and Europe. We have a team of over 350 dedicated colleagues, we place over £370m premium with direct access to Lloyd’s of London and other specialist international markets.

Position Summary

As a Commercial Account Handler, you will play a pivotal role in providing exceptional service to our commercial clients. Your responsibilities will be to handle new and existing Commercial business. This will be managing the client account from the initial process of taking all the information, then marketing the details and negotiating with our Insurer partners to place the cover, processing policies, along with handling the renewals and mid-term adjustments. This position demands strong attention to detail, excellent organisational skills, and a proactive approach to delivering exceptional client service.

Roles & Responsibilities

As a Commercial Account Handler, you will be responsible for the following:

• Assisting Account Executives in managing a portfolio of commercial insurance clients.
• Managing your own commercial clients
• Build and maintain ongoing relations with clients
• Take information from clients, to enable assessment of their insurance needs and risk profile
• Research insurance companies’ policies and negotiate to find the most suitable cover
• Ensure that clients understand the terms and cover provided
• Manage client needs throughout the policy life to include any amendments
• Advise clients in respect of claims and how to mitigate risk
• Generate new Commercial enquiries
• Process insurance policies, endorsements, and renewals accurately and efficiently.
• Liaising with our clients to gather necessary information for underwriting purposes.
• Provide exceptional client service by promptly addressing any enquiries and concerns.
• Collaborate with underwriters to negotiate terms and coverage on behalf of clients.
• Prepare accurate documentation and maintain client records in compliance with regulatory standards.
• Support claims management by facilitating communication between our clients and our claims departments.
• Stay updated on industry trends, insurance products, and regulatory changes.
  
  

Key Performance Indicators

• Client satisfaction ratings.
• Timeliness and accuracy of policy processing.
• Renewal retention rates.
• New business written policies.
• Efficiency in handling client enquiries and requests.
• Compliance with regulatory standards and internal procedures.
  
  

Key Relationships

• Commercial Account Executives.
• Branch Director/Directors
• Insurer Underwriters
• Internal support staff.
  
  

Qualifications/Key Skills Required

• Strong understanding of commercial insurance products and terminology.
• Excellent communication and interpersonal skills.
• Attention to detail and accuracy in data entry and documentation.
• Ability to work effectively in a fast-paced environment.
• Proficiency in insurance software (Acturis desirable) and Microsoft Office suite.
• Problem-solving and decision-making abilities.
• Client-focused mindset with a commitment to delivering exceptional service.
• Knowledge of regulatory requirements and compliance standards in the insurance industry.
  
  

Education/Experience

• Relevant experience in commercial insurance, account management, or customer service roles.
• Insurance industry certifications; such as, Cert CII desirable (or training support provided by the business to help with qualification progress)
• Familiarity with insurance brokerage operations and procedures is beneficial.
  
  

Compensation Package

• Discretionary annual bonus linked to the business hitting KPIs
• Group Pension Plan
• Group Life Cover
• Group Income Protection Cover
• Medicash Cash Plan
  
  

To apply please contact, Danielle Carruthers, [e-mail]

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other, Information Technology, and Management

• Industries

  Insurance

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