Commercial Insurance Account Handler

• Client Relationship Management: Building and maintaining strong relationships with commercial clients to understand their business operations, insurance needs, and risk exposures. This involves regular communication, addressing queries, and providing excellent customer service.
• Policy Management: Handling the day-to-day administration of clients' insurance policies, including processing renewals, mid-term adjustments (MTAs), cancellations, and ensuring accurate documentation.
• Market Liaison: Working with insurance companies (insurers) to obtain quotes, negotiate terms, and secure appropriate coverage for clients. This requires a good understanding of the insurance market and different types of commercial insurance products.
• Technical Advice: Providing professional advice and guidance to clients on various aspects of their insurance program, including coverage options, risk management, and industry-specific exposures.
• Business Development Support: Assisting Account Executives in identifying opportunities for new business and cross-selling or upselling additional insurance products to existing clients.
• Compliance: Ensuring all activities are conducted in accordance with regulatory requirements and company procedures. Maintaining accurate records and adhering to compliance standards is crucial.
• Claims Handling Support: Acting as a point of contact for clients during the claims process, assisting with the submission of claims and liaising with insurers to ensure a smooth and efficient resolution.
• Documentation and Administration: Preparing various insurance-related documents, such as policy summaries, renewal reports, and correspondence. Maintaining organised and up-to-date client files and using relevant broking systems.

• Previous Experience: Previous experience within the commercial insurance sector, ideally as an Account Handler or in a similar client-facing role.
• Commercial Insurance Knowledge: A solid understanding of commercial insurance products, such as property, liability, motor fleet, professional indemnity
• Communication Skills: Excellent verbal and written communication skills are vital for building rapport with clients, negotiating with insurers, and preparing professional documentation.
• Interpersonal Skills: Strong relationship-building and client management skills are necessary to provide exceptional service and maintain long-term partnerships.
• Organisational Skills: The ability to manage multiple tasks, prioritise workloads, and work efficiently to meet deadlines is crucial in a fast-paced environment.
• Attention to Detail: Accuracy in processing policy documentation and handling client information is paramount to ensure compliance and avoid errors.
• IT Proficiency: Familiarity with insurance broking software (Acturis) and Microsoft Office Suite
• Professional Qualifications: Progress towards or holding relevant insurance qualifications, such as Cert CII (Chartered Insurance Institute) or higher, is desirable

Cameron James Professional Recruitment