SME Account Handler

Lawes Insurance Recruitment; Leeds; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading commercial insurance broker in Leeds is seeking an SME Account Handler to join their team. This role involves assisting clients with cover enquiries, renewals, and invoicing while ensuring high-quality service delivery. Ideal candidates should possess experience with commercial clients and have strong negotiation and communication skills. A focus on detail and efficient processing is essential.

Qualifications

• Previous experience dealing with SME or commercial clients is essential.
• Demonstrated ability to process work quickly and efficiently.
• Strong negotiation and broking skills required.

Responsibilities

• Assist clients with general cover enquiries, renewals, and invoicing.
• Undertake market exercise to establish competitive terms.
• Handle queries in a professional manner aligning with service standards.

Skills

Excellent service orientation

Attention to detail

Negotiation skills

Communication skills

Job description

Lawes Consulting Group is partnering with a leading commercial insurance broker in recruiting for an SME Account Handler to join their growing Leeds City Centre based team. Working with a broad range of commercial SME clients. This role involves, assisting clients with general cover enquiries, renewals, mid- term adjustments, obtaining quotations and invoicing of premiums. To be a success in this role, you will have a passion for providing excellent service to your clients.

Overview

• Undertake market exercise to establish most competitive terms available
• Obtain renewal terms and present to client
• Issue renewal documentation in line with contract certainty
• Ensure premiums are collected prior to the commencement of cover and in line with
• Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards
• Record all relevant information, correspondence and documentation on Acturis and make effective use of the diary system
• Produce accurate and professional documentation at all times using relevant
• Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium

Experience and Skills

• Must have previous experience dealing with SME or commercial clients
• Accuracy and attention to detail
• Ability to process work quickly and efficiently
• Ability to prioritise work and meet deadlines
• Good negotiation and broking skills
• Excellent oral and written communication skills

If you have the relevant experience or know someone that does please contact me now on 07527 068032or email us at [e-mail]