Commercial Account Handler

Commercial Account Handler

Manage a portfolio of clients, handle their insurance needs including renewals and changes, and support business growth by developing new opportunities and cross-selling additional services.

Key Responsibilities:

• Manage and retain a portfolio of clients, ensuring excellent service and relationship management.
• Handle policy renewals, mid-term adjustments, and claims.
• Identify and develop new business opportunities.
• Cross-sell additional business solutions, such as energy, telecoms, and employee benefits.
• Provide technical support to clients and insurers.
• Maintain accurate records and ensure compliance with industry regulations.
• Deliver excellent customer service by promptly addressing client queries and concerns.

Requirements:

• Experience in commercial insurance broking (Preferred)
• Knowledge of general insurance products and FCA compliance. (Preferred)
• Proficiency in Microsoft Office and database systems.
• Progress toward or willingness to pursue CII qualifications.

Skills:

• Clear and effective communication, both written and verbal.
• Ability to work independently and manage workloads efficiently.
• Adaptability to changes in the insurance industry.
• Teamwork and collaboration skills.