Insurance Account Handler: Own a Growing Commercial & Personal Book

CKB RECRUITMENT LIMITED; Banstead; On-site; GBP 30,000 - 38,000; Full time

Benefits offered by this job

Contributory pension

Group Permanent Health Insurance

Ownership of a book

Job summary

CKB Recruitment Limited is partnering with a rapidly growing independent insurance broker near Banstead to appoint an Insurance Account Handler for commercial and personal lines. You will own a book, manage renewals and help transition acquired business, transferring data from Open GI to Acturis and liaising with insurers for quotations.

The role requires experience across commercial lines with strong Acturis skills and a willingness to take ownership of a book while delivering high service

Qualifications

• Previous insurance account handling experience.
• Experience dealing with commercial insurance.
• Some personal lines experience would be highly advantageous.
• Strong working knowledge of Acturis.
• Experience using Open GI would be beneficial.

Responsibilities

• Taking ownership of an established book of commercial and personal lines clients.
• Supporting the successful integration of the acquired business.
• Transferring and checking client and policy information from Open GI to Acturis.
• Ensuring records are accurate, complete and compliant.
• Managing renewals, mid-term adjustments and general policy administration.
• Speaking with clients to understand their requirements and provide a high level of service.
• Obtaining quotations and negotiating terms with insurers.
• Preparing renewal presentations and policy documentation.
• Identifying opportunities to improve cover or introduce additional products.
• Working closely with colleagues to ensure clients experience a smooth transition.
• Developing trusted, long-term relationships with clients and insurer partners.

Skills

Client service

Relationship-building

Organisational skills

Tools

Acturis

Open GI

Job description

CKB Recruitment Limited is partnering with a rapidly growing independent insurance broker near Banstead to appoint an Insurance Account Handler for commercial and personal lines. You will own a book, manage renewals and help transition acquired business, transferring data from Open GI to Acturis and liaising with insurers for quotations.

The role requires experience across commercial lines with strong Acturis skills and a willingness to take ownership of a book while delivering high service