Commercial Account Handler - SME

Campion Ireland; Limerick; On-site; EUR 42,000 - 56,000; Full time

Benefits offered by this job

LinkedIn Learning access

Campion Business School

Training & development

Job summary

Campion Insurance, based in Ireland, is seeking a Commercial Account Handler to maintain a renewals book and grow a commercial client portfolio. You will deliver growth while operating in a fully compliant environment and work to achieve renewal targets.

The role emphasizes proactive account management, excellent customer service, and the ability to negotiate terms with insurers and clients. Training and development opportunities are available, including CIP/ACII paths and LinkedIn Learning

Qualifications

• Excellent customer service skills to earn loyalty of customers.
• Ability to network and build relationships with clients.
• Proactive approach to building and managing your account.
• Focus on market and competitor insight.

Responsibilities

• Completing pre-renewal documents on upcoming renewals with clients to assess changes to policy.
• Request renewal terms from insurers, rebroke to alternative insurers if necessary, post terms to system and issue renewal notice.
• Follow up and issue reminders on upcoming renewals.
• Negotiate premiums with insurers and insureds.
• Finalise renewals with insurers and insureds.
• Accept payments and process on system.
• Review and issue policy documents to insureds.
• Aim to achieve renewal targets and update reports.
• Handle client queries by phone, email and in person.
• Document all communications with clients and insurers clearly in the system.
• Work on new business leads to achieve targets and generate leads for financial services.
• Follow up on outstanding premiums and manage aged debt.
• Adhere to company policies, procedures and compliance timelines.
• Achieve monthly new business and renewals targets.

Skills

Customer service

Networking

Relationship building

Proactive account management

Market insight

Competitor insight

Education

APA Commercial

CIP

Job description

Commercial Account Handler- SME Campion Insurance is one of the largest insurance brokers in Ireland. We provide our clients with solutions to all their insurance needs ranging from home and motor insurance, to complex commercial business packages. We also provide a full range of health, life, pension, investment and mortgage products.

About the Job

You will be responsible for maintaining a book of renewals as well as developing and growing an existing commercial insurance client portfolio, capable of delivering significant account growth whilst being comfortable operating in a fully compliant environment. This role is suited to a positive and pro-active self-starter who is willing to build their account. Hard-work, determination and commitment will ensure your success within this role.

Your Responsibilities

• Completing pre renewal document on upcoming renewals with clients to assess & discuss any changes necessary to their policy
• Request renewal terms from insurers, rebroke to alternative insurers if necessary, post terms to the system and issue renewal notice to the client
• Follow up and issue reminders on any upcoming renewals
• Negotiating premium with both insurers and insureds
• Finalising renewals with both insurers and insureds
• Accepting payments & processing same on system
• Reviewing carefully & issuing policy documents to insureds
• Continuously working towards achieving renewal target
• Updating reports
• Dealing with client queries by phone, e-mail & face to face
• Ensuring that you are documenting all communications with clients & insurers on the system in a clear and timely manner
• Working on new business leads to achieve new business targets
• Generating leads for financial services team
• Following up on outstanding premiums & managing aged debt
• Adhering to company policies & procedures
• Carrying out all tasks in line with compliance requirements & timelines
• Achieve monthly new business and renewals targets.
• Become an expert in your target area.
• Upselling and cross selling at all relevant opportunities
• Keeping up to date with trends to ensure that you stay an expert in your market
• Delivering excellent customer service and helpful advice to customers
• Have a focus on the market and competitor insight

Skills / Knowledge

Excellent customer service skills to earn the loyalty of our customers Ability to network and build relationships Proactive approach to building and managing your account. Focus market and competitor insight.

And Experience

• APA Commercial, CIP

What We Can Offer

Fast- paced, positive and proactive sales environment. Support to further your continued professional development through further professional qualifications. Opportunity to expand your current commercial knowledge to become an expert in your chosen field. Access to LinkedIn learning. We’ve been in business 40 years now and we are very proud of our many achievements during this time including winning the Deloitte’s Best Managed Companies Award for13 years running, reaching platinum standard. At Campion Insurance we are mindful of the key elements which have contributed to our success - our loyal customers and dedicated employees. We encourage and provide our employees with the opportunity to further their education with CIP, ACII, MDI and QFA Exams along with our very own Campion Business School. We believe that training and development is a continuous process and that all employees should be encouraged to further their professional development in areas that will benefit both the company and the individual. We are committed to employing dedicated and driven people from every background and we believe you will find Campion Insurance a rewarding place to work We are a dynamic and diversified insurance intermediary group providing specialist insurance solutions across the UK market and Internationally.