Commercial Account Handler

Lawes Consulting Group; North East; On-site; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Holiday entitlement

Pension

Death in service cover

Annual share save scheme

Funding for professionalQualifications

Job summary

Lawes Consulting Group is seeking a Commercial Account Handler in the Newcastle upon Tyne area. The role focuses on supporting clients with renewals, mid-term adjustments, and new business quotations, while assisting Account Executives with renewal prep.

You will help balance workloads across the team and contribute to maintaining a high level of client service, with a negotiable salary and benefits package.

Qualifications

• 2+ years' experience in an Account Handling role.
• Cert CII desirable or working towards it.
• Experience using Acturis is highly beneficial.

Responsibilities

• Assist clients with renewals and new business quotations, managing relationships with key stakeholders and delivering outstanding service.
• Proactively build a pipeline of referrals from existing clients to generate new business.
• Work with clients to review and develop their cover, ensuring they have the right level of protection.
• Liaise with broking and support teams to ensure all documentation is accurate.
• Negotiate with Underwriters to secure the best available terms.
• Work in a compliant and timely manner across all cases.
• Help to achieve retention levels and income targets.
• Support regional management and the development of colleagues.

Skills

Communication skills

Interpersonal skills

Stakeholder management

Organisational skills

Attention to detail

Policy interpretation

Driving licence

Tools

Acturis

Job description

Job title: Commercial Account Handler

Salary: Negotiable + Benefits

Location: Newcastle - Upon - Tyne

PURPOSE OF ROLE

Our client, located in the Newcastle - Upon - Tyne area, is looking to add a Commercial Account Handler to their team.

The role is designed to support clients with their day-to-day needs - including mid-term adjustments, document queries and renewal reviews - while also helping our Account Executives with renewal preparation and new business quotations. You'll play a key part in keeping workloads balanced across the team, helping to ensure clients continue to receive the high level of service they're used to.

RESPONSIBILITIES

• Assisting clients with renewals and new business
  quotations, managing relationships with key stakeholders and
  delivering outstanding service
• Proactively building a pipeline of referrals from
  existing clients to generate new business
• Working with clients to review and develop their cover,
  ensuring they have the right level of protection
• Liaising with the broking and support teams to ensure all
  documentation is accurate
• Negotiating with Underwriters as required to secure the
  best available terms
• Working in a compliant and timely manner across all cases
• Helping to achieve retention levels and income targets
• Working with the regional management team to support
  business objectives and the development of colleagues

DAY-TO-DAY

• You'll join a close-knit, highly motivated team that
  looks after each other as well as its clients
• A negotiable basic salary is on offer, alongside a full
  benefits package including holiday, pension and death in service
  cover
• Flexible benefits and access to the annual share save
  scheme become available after probation
• Full support, including funding, is provided for
  professional qualifications after probation

EXPERIENCE

• Ideally 2+ years' experience within an Account Handling
  role
• Ideally Cert CII qualified, or working towards this, with
  ambition to progress within a client-focused organisation
• Previous experience using Acturis is highly beneficial

SKILLS

• Strong written, verbal and video communication skills
• Strong interpersonal and stakeholder management skills
• Excellent organisational and IT skills, with a keen eye
  for detail
• Able to interpret policy wordings and draw accurate
  conclusions
• A full driving licence would be beneficial for future
  client visits