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Commercial Account Handler – Insurance

Lawes Insurance Recruitment

Liverpool

On-site

GBP 40,000 - 60,000

Full time

30+ days ago

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Job summary

An established industry player is seeking a talented insurance professional to join their dynamic team. This role involves providing exceptional service and advice to clients while effectively managing policy events and ensuring compliance with industry regulations. You will have the opportunity to build strong relationships with clients and insurers, contributing to the growth and success of the business. If you have a passion for the insurance sector and a commitment to delivering quality service, this role offers a fantastic opportunity to develop your career in a supportive and collaborative environment.

Qualifications

  • 5 GCSEs including English and Maths are required.
  • Experience in the UK insurance market is essential.

Responsibilities

  • Provide professional advice and service to clients.
  • Build and enhance relationships with clients and insurers.
  • Manage policy events and ensure compliance.

Skills

Client Service
Negotiation Skills
Attention to Detail
Time Management
Communication Skills
Insurance Market Knowledge
Regulatory Compliance
MS Office Suite
Acturis

Education

Minimum 5 GCSE, Grades A-C including English and Maths

Tools

MS Office Suite
Acturis

Job description

Insurance Industry Sectors: Commercial, Broker, Insurance, Property, Casualty

The Role:

  • To provide professional advice and service to all clients.
  • Effectively manage policy events following compliant processes ensuring that all customers are dealt with professionally and fairly.
  • To retain existing customers and write new business by the continual development of relationships and delivery of excellent customer service.

Responsibilities:

  • Determine appropriate solutions, structure, price and placement strategies that meet the clients’ needs and deliver profitable business for a range of clients.
  • Provide quality service to clients, covering all details of their insurance arrangements, to advise, review, arrange and secure the appropriate cover at a competitive premium.
  • Responsible for the review and action required on policy and client information.
  • Be vigilant in day to day operations to identify and mitigate the impact of potential issues ensuring remedial action is taken where necessary.
  • Build effective relationships, at all levels, with clients, prospects, associates, insurers and external specialists to maximise business opportunities.
  • Build and continuously enhance relationships with company’s panel of insurers and maintain a profile within the insurance market.
  • Proactively work with colleagues across the business to identify and maximise opportunities for growth.
  • Place commercial lines business within approved markets to best meet the clients needs based on the knowledge of the client, the insurance market and industry sector proposition.
  • Ensure clients are appraised of updates regarding political, regulatory and market changes that may impact them and their business.
  • Review the adequacy of covers and suitability of the terms being offered to clients.
  • Liaise with relevant departments to ensure all queries are resolved quickly and efficiently.

Experience:

  • Minimum 5 GCSE, Grades A-C including English and Maths.
  • Experience of working within the UK insurance market and a good understanding of the role of regulation and compliance.
  • Experience of General Commercial classes of business.
  • Client service and administrative experience, adhering to processes and systems with a high level of accuracy and attention to detail, to support client service delivery.
  • Previously worked within a team servicing both clients and colleagues whilst also possessing excellent negotiating skills.
  • Organised with good time management skills working to agreed priorities.
  • Good communication skills to effectively liaise with internal colleagues.
  • Computer literate with good experience of using MS Office Suite.
  • Operational use of Acturis ensuring updates are made accurately to data quality standards.
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