Commercial Account Handler

We are recruiting for an Account Handler , to join our Commercial Insurance team, based in Bromsgrove. As a Commercial Account Handler here at NFP, you will take full responsibility for the Administration of client’s insurance requirements including general enquiries, renewals, mid-term adjustments, obtaining quotations and account procedures.

Overview of duties

• Provides an all-round brokering service to our clients, by dealing with new business requests, retaining existing clients, seeking cross selling opportunities and supporting clients with amendments to existing policies to meet customers’ demands and needs
• Effectively offering a quality service to existing clients, covering all aspects of their insurance arrangements; to advise, review, arrange and secure the appropriate cover at a competitive premium, whilst achieving a high level of customer care at all times
• Carry out instructions regarding the arrangement or amendment of insurance for clients, referring the query to the appropriate person when the enquiry falls outside own knowledge and experience
• Deal with telephone enquiries promptly, referring the query to the appropriate person when the enquiry falls outside your own knowledge and experience
• Be aware of market developments in your business areas and bring them to the attention of clients and colleagues where appropriate
• Input new business, amendments and renewals onto the computer system maintaining accurate records
• Exercise judgement when reviewing proposals, either new or renewals, referring to a senior colleague or insurer when appropriate
• Ensuring that the correct wording is enclosed within all insurance certificates, including any other wording such as: exclusions, conditions, warranties in respect of self-issue policies
• Liaise with Insurers, other colleagues and Claims Handlers when appropriate
• Working collaboratively within a team environment and offering referral at points of escalation
• Maintaining a high degree of accuracy, efficiency and professionalism at all times when dealing with all stakeholders

Person specification

Knowledge, skills and abilities:

• Communication skills – able to communicate to people with various levels of knowledge face to face, over the telephone and in writing.
• Planning, organisational and time management skills.
• Problem solving.
• Computer literate and thorough understanding of Company software.
• Report writing
• FCA rules and guidelines relating to Commercial and/or Private Customers’
• Willingness to continue to develop knowledge of insurance and related issues through formal and informal learning, both internal and externally

Education and/or Experience:

• Cert CII minimum, preferably DIP CII progressing to the ACII qualification
• At least 4+ years general insurance experience

Key information:

Salary: Competitive depending upon experience

Hours: 35 hours Monday – Friday

Location: Bromsgrove - hybrid

Benefits: 25 days holiday + bank holidays, Pension Scheme, etc

If this sounds like something you are interested in please apply, or contact Paige Hughes or Lucy Reed for further information.