Commercial Account Handler

2 weeks ago

Poole, United Kingdom Brown & Brown Full time
Title: Senior Commercial Account Handler
Location: Poole
Salary: Negotiable + benefits
Overview:
Alan & Thomas Insurance Group (part of Brown & Brown Europe) are currently looking for an experienced Senior/Corporate Account Handler to join their professional and welcoming team based out of the Poole office.
Alan & Thomas Insurance Group experience enables the provision of independent advice and specialist expertise in various trade sectors. The objective being to provide unbiased and informed choices, fantastic customer service and market buying power that delivers the right insurance protection.
In this role you will be responsible for handling commercial & mid corporate sized risks for prestigious clients across a range of industries and their cross class commercial insurance needs. You will deal with predominantly existing clients and on occasion new business opportunities.
The position will require servicing of client accounts within the renewals lifecycle process, including renewal administration, preparation of presentations to insurers, negotiating premiums with underwriters, processing adjustments and preparing client reports and other documentation. Ideally you will have 5 years or more experience working as an Account Handler (commercial classes) and you will need to be able to demonstrate a good understanding of customer service, negotiation skills, broking and market awareness.
This is a good long term opportunity that will suit an experienced Broker/Account Handler with good cross class commercial insurance knowledge that is looking for the next step or to take on wider responsibilities.
The day to day:
Broking/handling commercial insurances (new business, mid-term adjustment and renewals) to the market and preparing comprehensive high quality business submission documents.
Work with Account Executives/Directors in the achievement of new business and renewal targets through proactive administration and customer support.
Secure and arrange appropriate/competitive cover at renewal completing all relevant documentation/computer work and hand over to relevant Account Executive/Director (if allocated case).
Take/action instructions relating to the provision of insurance cover from clients and Account Executives when appropriate.
Support Account Executives/Directors through management of their prospect pipeline, provide profiling on prospects by use of telephone, other media and accessing information within the public domain.
Prepare Renewal Review reports on behalf of the book or AE including current claims experience
Obtain quotations for agreed 'up sales' (e.g. Excess PL, D&O, Excess PI, Loss Recovery or Additional Services) and include in the review document
Deal with incoming enquiries from clients (both allocated and unallocated as required), insurers and other third parties in a professional and timely manner involving the relevant AE/Director if necessary due to technical nature or relationship issue.
Maintain an efficient diary system including age debtors lists, accounts queries, chasing documentation and renewal terms
Liaise with insurers and other third parties regarding the administration of client's insurance needs.
What's on offer:
Competitive/Negotiable salary package & additional benefits
Joint Pension contribution scheme
Annual leave that rises with length of service
Your Experience:
Requirement of at least 5+ years commercial insurance broking experience.
Confident in handling quotation enquiries, renewals and midterm adjustments for various insurance policies
Strong understanding of commercial insurance markets, products, wordings and options
Acturis insurance broking software knowledge is an advantage

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