Commerical Account Handler - Small Business Unit

Red Recruitment; Bristol; On-site; GBP 30,000 - 36,000; Full time

Job summary

An established industry player is seeking a Commercial Account Handler to join their Small Business Unit in Bristol. This role offers the opportunity to work in a dynamic environment where you will service clients, manage renewals, and support new business initiatives. Your skills in negotiation and effective communication will be key in maintaining strong client relationships and ensuring compliance with regulatory requirements. With a commitment to professional development and a collaborative workplace culture, this position is ideal for those looking to advance their career in the insurance sector.

Qualifications

• Strong communication skills for effective client interaction.
• Ability to prioritize workload under pressure.

Responsibilities

• Servicing clients, handling renewals, and new business broking.
• Supporting Account Executives and maintaining client relationships.

Skills

Knowledge application

Prioritization and organization

Negotiation skills

Effective communication

Teamwork

Cert CII (or working towards)

Job description

Commerical Account Handler - Small Business Unit

Red Recruitment is recruiting a Commercial Account Handler in Bristol City Centre to join our client on permanent basis. Our client is a leading insurance broker, dedicated to delivering outstanding service to our clients and pride themselves on fostering a collaborative, professional, and forward-thinking workplace.

Benefits for a Commercial Account Handler:

• Salary: up to 36,000
• Hours: Monday - Friday
• Contract Type: Permanent
• Location: Bristol
• Start Date: ASAP

Key Responsibilities of a Commercial Account Handler:

• Servicing all clients within the Small Business Unit including being responsible for renewals, new business including broking, day to day queries, report writing and EPIC administration
• To support the Commercial Account Executives and/or Directors with other client work where necessary
• To ensure instructions are processed, recorded and confirmed in a timely and efficient manner and the Company activities system is maintained
• To help identify cross-selling opportunities and potential gaps in client cover
• To comply with relevant regulatory requirements and the company's procedures
• To comply with the Individual Conduct Rules as required by the SM&CR regulations (from 31/3/21 onwards)
• To assist with credit control, as required
• To maintain good working relationships with clients, colleagues, insurers and other suppliers
• To undergo training in line with agreed objectives and keep up to date with technical, legal and market developments
• Immediately to advise your Manager of any problems which may fall outside your authority, level of experience or which in any way detract from your ability to achieve your work objectives
• To undertake any additional duties, or assist other members of staff, as may be reasonably requested by your Manager or the Directors

Key Skills and Experience of a Commercial Account Handler:

• The ability to apply knowledge and understanding to the Job
• The ability to prioritise and organise own workload and work to pressured deadlines
• The ability to negotiate effectively with insurers and clients
• The ability to communicate effectively, both verbally and in writing
• The ability to work as a member of a team
• Holding or working towards a minimum of Cert CII

If you are interested in this position and have the relevant skills and experience required, please apply now!