Commercial Account Handler

JR United Kingdom; York; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading insurance firm in York is seeking a Commercial Account Handler to provide exceptional service to commercial clients. You will support Account Executives by managing client accounts, processing policies, and ensuring smooth communication. Strong attention to detail and organizational skills are essential for delivering high-quality client service. Relevant insurance experience and certifications are preferred.

Qualifications

• Experience in commercial insurance, account management, or customer service roles.
• Familiarity with insurance brokerage operations and procedures is beneficial.

Responsibilities

• Process insurance policies, endorsements, and renewals accurately.
• Liaise with clients to gather necessary information for underwriting.
• Collaborate with underwriters to negotiate terms on behalf of clients.

Skills

Proficiency in insurance software (Acturis desirable)

Client-focused mindset

Ability to work effectively in a fast-paced environment

Education

Relevant experience in commercial insurance or account management

Insurance industry certifications (Cert CII)

Tools

Microsoft Office Suite

Job description

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AsaCommercialAccountHandleratourclient,youwillplayapivotalroleinprovidingexceptionalservicetocommercialclients.YourprimaryresponsibilitywillbetosupportAccountExecutivesinmanagingclientaccounts,processingpolicies,andensuringsmoothcommunicationbetweenclients,theserviceteams,andinsurerpartners.Thispositiondemandsstrongattentiontodetail,excellentorganisationalskills,andaproactiveapproachtodeliveringexceptionalclientservice.

Roles&Responsibilities

AsaCommercialAccountHandleryouwillberesponsibleforthefollowing:

• Processinsurancepolicies,endorsements,andrenewalsaccuratelyandefficiently.
• Liaisingwithclientstogathernecessaryinformationforunderwritingpurposes.
• Collaboratewithunderwriterstonegotiatetermsandcoverageonbehalfofclients.
• Prepareaccuratedocumentationandmaintainclientrecordsincompliancewithregulatorystandards.
• Clientsatisfactionratings.
• Timelinessandaccuracyofpolicyprocessing.
• Compliancewithregulatorystandardsandinternalprocedures.

KeyRelationships

• CommercialAccountExecutives.
• BrokingLeaders

Qualifications/KeySkillsRequired

• Abilitytoworkeffectivelyinafast-pacedenvironment.
• Proficiencyininsurancesoftware(Acturisdesirable)andMicrosoftOfficesuite.
• Client-focusedmindsetwithacommitmenttodeliveringexceptionalservice.

Education/Experience

• Relevantexperienceincommercialinsurance,accountmanagement,orcustomerserviceroles.
• Insuranceindustrycertifications;suchas,CertCII(trainingsupportprovidedbythebusinesstohelpwithqualificationprogress)
• Familiaritywithinsurancebrokerageoperationsandproceduresisbeneficial.