Complex Commercial Account Handler

www.topfinancialjobs.co.uk - Jobboard; England; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is on the lookout for a skilled Commercial Account Handler to join their dynamic team in Gillingham. This role offers a unique opportunity to manage complex commercial risks while providing exceptional support to Account Executives. You will engage with clients, negotiate premiums, and ensure smooth renewals, all while enhancing your expertise in commercial insurance. With a competitive salary and a range of attractive benefits, this position is perfect for someone looking to advance their career in a supportive environment. Join a forward-thinking company that values your contributions and offers long-term growth potential.

Benefits

Competitive salary and benefits

Salary sacrifice options including dental and healthcare

Discounts for restaurants, cinemas, and retailers

Cycle-to-work scheme

Casual dress code

Performance-related bonus

Annual leave increasing with service

Qualifications

• 2+ years of experience in commercial insurance broking or underwriting.
• Strong understanding of commercial insurance products and options.

Responsibilities

• Support AEs in achieving new business and renewal targets.
• Prepare renewal review reports and gather quotations for up-sales.
• Coordinate with insurers regarding client insurance needs.

Skills

Commercial Insurance Knowledge

Customer Service

Negotiation Skills

Market Awareness

Broking Experience

Tools

Acturis Software

Job description

Title: Commercial Account Handler - Complex Commercial
Location: Gillingham (Dorset)
Salary: Negotiable + Benefits

Overview:

We are seeking an experienced Commercial Account Handler to join our team based in Gillingham (Dorset).

This role involves providing technical, customer relationship, and administrative support to a nominated Account Executive (AE) and the wider team. You will handle complex commercial risks across various industries, working with both existing and new business opportunities. The role includes client visits, servicing accounts during the renewals process, negotiating premiums, and preparing reports and documentation. A background in broking and a good understanding of customer service, negotiation, and market awareness are essential.

This position offers a long-term opportunity for a seasoned Broker/Account Handler with broad commercial insurance knowledge seeking increased responsibilities.

The day-to-day:

1. Support AEs in achieving new business and renewal targets through proactive administration and customer support.
2. Assist AEs in managing prospect pipelines and profiling prospects using various media and information sources.
3. Research prospects before client visits, including Credit Safe, Google, and other sources, and prepare documentation.
4. Gather quotations for potential up-sales before new business visits.
5. Arrange renewal appointments and accompany AEs to strengthen client relationships.
6. Prepare renewal review reports, including claims experience where applicable.
7. Obtain quotations for up-sales and include them in review documents.
8. Broking new business or renewals to the market aligned with AE strategies, preparing comprehensive submissions.
9. Respond promptly to client and insurer inquiries, involving AEs for technical or relationship issues.
10. Maintain efficient diary and debt management systems.
11. Coordinate with insurers and third parties regarding client insurance needs.
12. Provide administrative support to colleagues as directed.

What's on offer:

• Competitive salary and benefits
• Salary sacrifice options including dental and healthcare
• Discounts for restaurants, cinemas, and retailers
• Cycle-to-work scheme
• Casual dress code
• Performance-related bonus
• Annual leave increasing with service

Your Experience:

• At least 2+ years of commercial insurance experience in broking or underwriting
• Ability to manage new business, renewals, and mid-term adjustments
• Strong understanding of Commercial Insurance products and options
• Knowledge of Acturis software is advantageous