Corporate Account Handler

Lawes Consulting Group; Newcastle upon Tyne; Hybrid; GBP 30,000 - 42,000; Full time

Job summary

Lawes Consulting Group is recruiting an Account Handler in Newcastle upon Tyne (Hybrid) to deliver exceptional service to clients and support Client Executives in the North East. The role focuses on servicing client accounts with attention to policy wording, extensions and limitations, while maintaining underwriting, claims and broking process awareness.

You will negotiate with insurers, support end-to-end broking, and ensure data quality in client systems, while seeking value-add opportunities

Qualifications

• Cert CII qualified or working towards it.
• Sound technical knowledge of the insurance industry, with solid grounding in commercial insurance.
• Working knowledge of broking processes and regulatory standards, including FCA compliance rules.
• Competent user of insurance client systems; Acturis is an advantage.

Responsibilities

• Working closely with the Client Executive on the day-to-day servicing of client accounts.
• Applying insurance knowledge and principles to day-to-day work queries, including policy wording, extensions and limitations.
• Maintaining a general understanding of underwriting, claims and broking processes, and awareness of the different distribution channels.
• Acting as a point of reference with insurers and handling negotiations.
• Working collaboratively with the team to write, renew and service clients through the full end-to-end broking process.
• Using client applications accurately and as defined by the business, including invoicing and maintaining data quality.
• Spotting opportunities to meet client needs with other services and products, and passing these to internal colleagues.
• Building positive working relationships with internal colleagues and teams.
• Always working to the business's operational standards, policies and processes.
• Applying the business's client journey and service approach, and demonstrating its values in your behaviour with all stakeholders.
• Maintaining your own learning and CPD.

Skills

Excellent communication

Administration

Decision-making

Organise workflow

Time management

Microsoft Office

Team collaboration

Customer outcomes focus

Inclusive culture

Education

Cert CII

Tools

Acturis

Job description

Salary: Negotiable, dependent on experience

Location: Newcastle Upon Tyne (Hybrid)

PURPOSE OF ROLE

A well-established, fast-growing insurance business is looking to strengthen its leadership as client demand continues to rise. The team has delivered strong growth in recent years and wants to add senior capability so it can keep doing what it does best: looking after its clients.

As an Account Handler, you will provide exceptional service to clients and quality support to Client Executives in their North East offices.

RESPONSIBILITIES

• Working closely with the Client Executive on the day-to-day servicing of client accounts


• Applying insurance knowledge and principles to day-to-day work queries, including standard policy wording, extensions and limitations


• Maintaining a general understanding of underwriting, claims and broking processes, and awareness of the different distribution channels


• Acting as a point of reference with insurers and handling negotiations


• Working collaboratively with the team to write, renew and service clients through the full end-to-end broking process


• Using client applications accurately and as defined by the business, including invoicing and maintaining data quality


• Spotting opportunities to meet client needs with other services and products, and passing these to internal colleagues


• Building positive working relationships with internal colleagues and teams


• Always working to the business's operational standards, policies and processes


• Applying the business's client journey and service approach, and demonstrating its values in your behaviour with all stakeholders


• Maintaining your own learning and CPD

DAY-TO-DAY

• Supporting Client Executives with the servicing of corporate client accounts


• Dealing with insurers and supporting negotiations on behalf of clients


• Keeping client records, invoicing and data accurate on the client system


• Working as part of a collaborative team across the broking process, from placing business through to renewal


• Looking for ways to add value for clients through additional services and products

EXPERIENCE

• Cert CII qualified or working towards it


• Sound technical knowledge of the insurance industry, with solid grounding in commercial insurance


• Working knowledge of broking processes and regulatory standards, including up-to-date knowledge of FCA compliance rules


• Competent user of insurance client systems; Acturis is an advantage

SKILLS

• Excellent communication, administration and decision-making skills


• Able to organise workflow, prioritise tasks and manage your own time


• Confident using the Microsoft suite


• Engages with team members to achieve better customer outcomes and encourages an inclusive culture


• Ensures stakeholders have the information and tools to make capable, confident decisions