Commercial Insurance Client Account Handler

The Recruiter Ltd; Chelmsford; On-site; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Job summary

A leading insurance broker seeks a Commercial Insurance Client Account Handler to manage client portfolios with a focus on compliance and customer service. The successful candidate will help with client inquiries, renewals, and maintaining high standards of service delivery in a niche commercial environment.

Qualifications

• At least 2 years of commercial experience within broking.
• Proficient in using Acturis.
• Strong understanding of Excel and Word.

Responsibilities

• Assist in managing an existing client portfolio and ensure compliance with FCA regulations.
• Handle daily and complex client queries, providing expert product advice.
• Support commercial renewals and prepare for client meetings.

Skills

Commercial awareness

Client management

Data analysis

Tools

Acturis

Excel

Word

Job description

Commercial Insurance Client Account Handler

Salary: Not specified

Location: Chelmsford, Essex

Job Type: Permanent

Ref: SJP230848

We are seeking a dedicated and professional Commercial Broker to join this regarded Broker working within a Niche Commercial environment.

The successful candidate will assist the Account Director and Client Service Director in managing an existing client portfolio, whilst maintaining compliance with FCA regulations.

This role involves providing quality advice, guidance, and excellent service to all clients. The ideal candidate will ensure an accurate, efficient, and professional service is provided to clients and insurers.

Key Responsibilities:

? Ensure awareness and compliance with best practice guides, conduct rules, security protocols and the employee handbook.

? Develop and maintain professional working relationships with all clients, providing expert product advice and guidance.

? Handle daily and complex client queries effectively.

? Support commercial renewals in line with the sales process, including issuing market submissions, obtaining quotations, preparing quotation documents, and confirmation of cover reports.

? Prepare for and attend client meetings (where necessary), executing follow-up actions as needed.

? Perform data analysis to support risk management propositions.

? Check policy documents for accuracy and compliance.

Required Qualifications:

? At least 2 years of commercial experience within broking.

? Proficient in using Acturis.

? Strong commercial awareness and a positive attitude towards learning new skills.

? Great understanding of Excel, Word, and presentation skills

A highly competitive salary and benefits is offered to attract the best talent for this position.

Please send your CV for consideration for the Directors attention.

The Recruiter Insurance Specialists are acting as a Recruitment Agency