Commercial Account Handler

IDEX Consulting; Royal Leamington Spa; On-site; GBP 30,000 - 45,000; Full time

Job summary

A reputable insurance broker in Leamington Spa seeks a dedicated professional to provide excellent client service in a hybrid role. The responsibilities include handling quotations, managing renewals, and collaborating with Account Executives. Ideal candidates will have strong insurance policy knowledge and excellent communication skills. The organization promotes a dynamic and inclusive work environment.

Responsibilities

• Providing quotations for general commercial and package policies.
• Placing insurance coverage as per client instructions.
• Managing renewals and confirming them with clients.
• Handling mid-term adjustments.
• Assisting with claim issues when necessary.
• Collaborating with Account Executives.

Skills

Knowledge of general commercial and package insurance policies

Understanding of FCA regulations

Excellent communication skills

Proficiency in working with IT systems

Strong organisational and time management skills

Ability to work effectively in a team environment

Client-centric approach

Tools

Acturis platform knowledge

Job description

Role Overview

Do you have a passion for delivering top-notch service to clients? IDEX are have an exciting opportunity for you to join an Insurance Broker in Leamington Spa. This is a hybrid role requiring you in the office 2 days per week. They value entrepreneurial spirit, dynamism, and a fun work environment.

Responsibilities

• Providing quotations for general commercial and package policies via various communication channels.
• Placing insurance coverage as per client instructions.
• Managing renewals, including inviting and confirming them with clients.
• Handling mid-term adjustments.
• Assisting with claim issues when necessary.
• Collaborating with Account Executives to meet clients\' needs and contribute to our business objectives and growth.

Qualifications and Skills

• Knowledge of general commercial and package insurance policies.
• Understanding of FCA regulations and compliance importance.
• Excellent communication skills for effective client interactions.
• Proficiency in working with IT systems, with Acturis platform knowledge being a plus.
• Strong organisational and time management skills.
• Ability to work effectively in a team environment.
• Client-centric approach and a drive to succeed.

Additional Information

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Diversity, Equity and Inclusion

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.