Commercial Account Handler

Lawes Consulting Group; Stafford; On-site; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Holiday entitlement

Pension

Death in service cover

Share save scheme

Professional qualifications funding

Job summary

Lawes Consulting Group in Stafford is seeking a Commercial Account Handler to support clients with renewals, mid-term adjustments and quotations. You will help balance workloads across the team and assist Account Executives with renewal preparation.

You will build relationships with clients, review cover needs, liaise with broking and support teams, and negotiate with underwriters to secure favorable terms. A Cert CII qualification and Acturis experience are preferred.

Qualifications

• 2+ years' experience within an Account Handling role.
• Ideally Cert CII qualified, or working towards this.
• 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 building a pipeline of referrals from existing clients to generate new business.
• Review and develop clients' cover to ensure appropriate protection.
• Liaise with broking and support teams to ensure documentation is accurate.
• Negotiate with underwriters to secure the best available terms.
• Work compliantly and timely across all cases.
• Help achieve retention levels and income targets.
• Support regional management and colleague development.

Skills

Communication skills

Interpersonal skills

Organisational skills

Attention to detail

Policy interpretation

Education

Cert CII

Tools

Acturis

Job description

Job title: Commercial Account Handler

Salary: Negotiable + Benefits

Location: Stafford

PURPOSE OF ROLE

Our client, located in the Stafford 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

• 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