Commercial/SME Insurance Account Handler

GetRecruited UK Ltd; Llandudno; Hybrid; GBP 34,000 - 40,000; Full time

Job summary

A well-established insurance broker in Llandudno is seeking an experienced Commercial/SME Insurance Account Handler. This role offers up to £40,000 plus bonus and includes hybrid working options. You will maintain client accounts, prepare forecasts, and collaborate with Account Executives. The ideal candidate has prior experience in commercial insurance and excellent communication skills. Opportunities for development and a clear career path are available.

Benefits

CII & ACII Study Support

Bonus Structure for meeting targets

Clear Development path to Exec

Free parking

Qualifications

• Experience in a similar Account Handler role required.
• Excellent communication skills needed for client interactions.
• Ability to work effectively in a team.

Responsibilities

• Maintain regular contact with existing customers.
• Prepare and agree on forecasts and targets.
• Work closely with Account Executives for customer satisfaction.
• Ensure all documentation is up to date and accurate.
• Comply with FCA Principles for Business.

Skills

Experience in Account Handler role focusing on commercial insurance

Acturis experience

Ability to organise self and own work

Questioning and evaluation of client needs

Ability to build relationships - internal & external

Communication skills: telephone, verbal & written

Selling and cross selling

Rapport building with clients and underwriters

Tools

Acturis

Job description

COMMERCIAL/SME INSURANCE ACCOUNT HANDLER

LLANDUDNO - Hybrid options available
UP TO £40,000 + BONUS

THE OPPORTUNITY

My client is a well established Insurance Broker in the commercial sector and is now looking to expand their team after recent unprecedented growth! Due to this continued success they have a fantastic opportunity for an experienced Commercial/SME Account Handler to join the team and develop their career in the business.

You will be working alongside the two existing Account Executives and handling Commercial/SME client accounts their current books of business along with attending client visits.

If you are an experienced Account Handler looking for an opportunity in a rewarding environment where you are offered fantastic opportunities to develop and progress and work with a driven and motivated team, this opportunity is not to be missed!

PACKAGE

• Salary up to £40,000 + Bonus
• CII & ACII Study Support
• Bonus Structure for meeting targets
• Clear Development path to Exec
• Free parking

ACCOUNT HANDLER RESPONSIBILITIES

• To maintain appropriate, regular contact with existing customers and ensure their insurance requirements continue to be met in line with service levels.
• In conjunction with the manager of the construction division, prepare and agree any forecasts, targets, plans and budgets for your respective area of work in order to establish clear work targets.
• To work closely with Account Executives and other Account Handlers where necessary, to ensure a high level of customer satisfaction.
• Make certain that files, notes and other records are clear, complete, up to date and available to other staff standing during periods of absence, in order to maintain high levels of client service and accuracy of documentation.
• To act at all times within the FCA Principles for Business and to comply with FCA and internal procedures at all times in order to ensure the company meets it's responsibilities in this area
• To assist the wider Division and Broking team with London Market presence and with placing via Lloyds.

SKILLS & ABILITIES

• Experience in a Account Handler role focusing on commercial insurance in any sector
• Acturis experience ideal
• Ability to organise self and own work.
• Questioning and evaluation of client needs.
• Ability to build relationships - internal & external.
• Communication skills: telephone, verbal & written.
• Selling and cross selling.
• Rapport building with clients and underwriters.

TO APPLY

• If you are an experienced Account Handler with the required skills, please send your CV for immediate consideration as we are currently shortlisting candidates for interview.

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