Commercial Insurance Account Handler

D2 Corporate Solutions Ltd; Paisley; On-site; GBP 32,000 - 52,000; Full time

Benefits offered by this job

Pension scheme

Private medical insurance

Life cover

Income protection

Cycle to Work scheme

Social events

Discretionary quarterly bonus

Job summary

D2 Corporate Solutions Ltd in Paisley is recruiting an experienced Commercial Account Handler to join our growing team. You will provide support to Account Executives and service a portfolio of key clients, handling renewals, MTA, and invoicing with accuracy.

The role requires a minimum of 3 years Commercial Insurance experience, excellent communication, and strong IT skills. You will work closely with insurers and clients, ensuring high standards of service and timely correspondence.

Qualifications

• Minimum of 3 years Commercial Insurance experience.
• Strong knowledge of the commercial insurance market.
• Fluency and confidence in dealing with customers over the phone and face to face.

Responsibilities

• Provide assistance and support to Account Executives.
• Service a portfolio of Key Clients.
• Handle renewals, mid-term adjustments, extensions to covers and invoicing.

Skills

Account handling

Commercial insurance

Client service

Communication skills

Microsoft Office

Tools

Acturis

Excel

CRM

Job description

About D2 Corporate Solutions (part of DR&P & BMS Group)

D2 Corporate Solutions Ltd is a Specialist Independent Insurance Brokers based in Paisley, Scotland.

David Roberts and Partners was formed in 1977. Founded in Ormskirk, before moving to Southport, the organisation has now grown into a family of independent insurance brokers. With businesses spanning the UK and Europe. We have a team of over 550 dedicated colleagues, we place over >£630m premium worldwide with direct access to Lloyd's of London and other specialist international markets. While our businesses operate at a local level,the Group's infrastructure empowers us to compete with and win against the multinational brokers. The objective is always to provide the best possible service and protection for our clients.

Following a sustained period of growth, where DR&PGroup has acquired multiple insurance business and is continuing to grow both organically and through acquisition, the group is now embarking upon the next chapter following our acquisition by BMS Group.

About BMS Group

BMS is a dynamic, independent, global broker established in 1980, delivering specialist insurance, reinsurance, and capital marketsadvisory services. We are a global brand with offices located across the US, Canada, Latin America, Australia, Europe andAsia with both a strong, local focus and understanding of market needs.

Our teams are respected globally for their specialist market knowledge, intelligent analysis and insight. Our people strive to be 'the best inclass' and with an innovative approach and their entrepreneurial thinking, our clients truly benefit from better solutions to policy development and placement.

Being independent makes a key difference to our clients, giving our brokers the freedom to deliver the best solutions, tailored to meet their business needs. Coupled with our collaborative team approach, single platform worldwide and renowned personal service, we are the independent broker of choice.

Summary of position

We are currently looking to recruit an experienced Commercial Account Handler to join our growing team in the Paisley office. We offer an exciting, professional environment with ample career progression opportunity.

Key responsibilities & accountabilities

• Providing assistance and support to a number of Account Executives
• Responsible for servicing a portfolio of Key Clients
• General administration including Renewals, Mid-term adjustments, MID updating, extensions to covers, Invoicing, declarations and handling client queries
• Issuing of policy documentation and certificates to clients
• Processing Invoices on Acturis Database & issuing to clients along with support documentation – Renewal/MTA/Declarations
• Diary Management using Acturis Database
• Updating of Excel Spreadsheets (renewal spreadsheet)
• Quality control and ensuring high standards of customer service
• Checking and issuing documentation to clients
• Building relationships with new and existing clients Skills, knowledge and Qualifications
• Minimum of 3 years Commercial Insurance experience
• Good understanding of the commercial insurance market
• Comprehensive knowledge of commercial insurance products
• Fluency and confidence in dealing with customers over the phone and face to face
• Ability and flexibility to work as part of a team
• Ability to negotiate with insurers

What we're looking for

• Proven experience in an insurance broking or underwriting environment in either Commercial and/or SME
• Strong organisational skills with excellent attention to detail
• Confident written and verbal communication skills
• Ability to manage multiple tasks and work to deadlines
• Customer-focused approach with a professional manner
• Strong working knowledge of Microsoft Office applications
• Knowledge of FCA regulations and compliance requirements

What's in it for me?

• A highly ambitious team that works collaboratively to achieve your personal and professional goals whilst being a significant contributor to the overall success of the organisation
• 24 days holiday+1 day birthday leave (+9 recognised public and bank holidays) & option to purchase up to an additional 5 days holiday
• Company Pension Scheme
• Company Social Events
• Discretionary quarterly bonus linked to personal performance
• Life Cover
• Private Medical Insurance
• Income Protection
• Access to Cycle to Work Scheme

Through our Diversity, Equity and Inclusion (DEi) vision, we are committed to 'building a culture of belonging for all, valuing diverse perspectives and embracing authenticity.' As such, we have created our "BMS Together" programme, with dedicated training, collaborative committees and intentional partnerships. In support of our ESG vision, we offer two additional paid days each year to take part in charitable work.