Commercial Account Handler

Butterworth Spengler; Liverpool; Hybrid; GBP 32,000 - 44,000; Full time

Benefits offered by this job

Competitive salary

Hybrid working options

Free parking

Company Pension scheme

Generous holiday entitlement

Birthday off

Death in service scheme

Gym Flex

Job summary

Butterworth Spengler in Liverpool and across the UK is seeking a Commercial Account Handler to prepare quotations, renewals and endorsements, place both new and existing business, and service clients across specialist commercial lines.

The role emphasizes accuracy, FCA compliance, strong client service and collaboration with a Commercial Account Executive, with hybrid working options after training.

Qualifications

• Experience as an Account Handler in a broking environment.
• Knowledge of commercial lines insurance products and FCA compliance.
• Excellent attention to detail and strong administration skills.
• Ability to prioritise workload and meet deadlines.
• Exemplary communication skills across in person, phone and email.

Responsibilities

• Prepare quotations, renewals and endorsements accurately.
• Go to market and place new and existing business within regulations.
• Service and administer insurance requirements for clients across specialist products.
• Collaborate with the Commercial Account Executive and advise clients on products.
• Ensure compliance with FCA regulation and company policies.
• Handle complaints per Conduct Policy and participate in training.

Skills

Account handling experience

Commercial insurance knowledge

FCA compliance understanding

Detail-oriented

Strong communication skills

Tools

MS Office

Acturis

Job description

Butterworth Spengler offer our clients a unique blend of experience, knowledge and expertise to deliver effective insurance solutions with a dynamic and professional approach. Established in 1924, Butterworth Spengler are now part of the JMG Group who are a Private Equity backed insurance broking group and a top 30 UK broker who place over £380m of Gross Written Premium into the market annually.

We believe in providing an unrivalled level of service to all our clients. When you become part of our team, your commitment will be rewarded with a clear career path, a market leading salary and comprehensive benefits package.

We work with businesses and private clients in Liverpool and across the UK. We’ll ask all the right questions so that we thoroughly understand our client’s business to find them the right insurance for their needs.

The opportunity

As a Commercial Account Handler you will accurately prepare quotations, renewals and endorsements. You will also go to market and place both new and existing business within the relevant regulations and company procedures. You will effectively and efficiently administer and service the insurance requirements for potential and existing customers across a wide range of Specialist Commercial Insurance products. Our Account Handlers ensure that a quality service is provided to all clients in accordance with their needs and requirements.

Key duties will include

• Ensuring accuracy, efficiency and professionalism when dealing with both clients and insurers in all aspects of the role
• Managing existing commercial insurance policies including commercial combined, property, liability and fleet plus others
• Completing premium financing arrangements
• Working closely with a dedicated Commercial Account Executive
• Advising clients on existing products in accordance with their needs
• Ensure bad debt queries are dealt with efficiently and in line with company procedure.
• Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices.
• Handle any complaints in accordance with regulation, the Company’s Conduct Policy.
• Take part in tailored learning, training and assessment courses and identify further areas for own development as required.
• Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times.
• Develop and maintain a professional working relationship with all clients and provide expert product advice and guidance

What we’re looking for

Our Account Handlers are vital in ensuring that Butterworth Spengler clients have a professional and compliant experience. To be successful in the role, you must have the following skills.

• Previous experience gained from working as an Account Handler in a similar broking environment
• Working knowledge of most commercial lines insurance products
• Experience of working to high standards and FCA Compliance
• Strong administration skills, coupled with a very keen eye for detail
• Ability to prioritise and organise own workload to ensure deadlines are met
• Numerical accuracy
• Exemplary communication skills, in person, on the phone and via email
• Strong time management skills, with the ability to meet deadlines
• IT proficiency with the use of most MS Office products and ideally Acturis
• Regulatory and compliance awareness

What we offer

• Competitive salary commensurate with level of experience
• Hybrid working options considered following training & probation completion
• Free parking
• Company Pension scheme
• Generous holiday entitlement & Birthday off
• Death in service scheme
• Gym Flex