Commercial SME Account Handler

3 months ago

Surrey, United Kingdom Lawes Consulting Group Full time

Job Title: Commercial SME Account Handler

Location: Surrey

Full/Part Time: Full Time

Salary: £38,000

We are on the hunt for an Account Handler to support our clients team for the administration of clients' insurance requirements, including general enquiries, renewals, mid- term adjustments, obtaining quotations and invoicing of premiums. Dealing with our SME clients, you will have a passion for providing excellent service to your clients. Please note this is a full-time, permanent opportunity. You will be based in our clients Surrey office and ideally be onsite for 3 days per week on average.

Overview:

  • Assist in achieving Group/Division client retention targets by providing an excellent level of service.
  • Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary and action meeting points (if applicable).
  • Undertake market exercise to establish most competitive terms available.
  • Obtain renewal terms and present to client.
  • Issue renewal documentation in line with contract certainty.
  • Ensure premiums are collected prior to the commencement of cover and in line with
  • Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards.
  • Record all relevant information, correspondence and documentation on Acturis and make effective use of the diary system.
  • Produce accurate and professional documentation at all times using relevant
  • Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium.
  • Actively cross-sell products from other Divisions.
  • Liaise with and assist other branches and Group Resources as necessary.

Knowledge:

  • Working knowledge of all the main classes of General Insurance and the CII's Code of Ethics and GDPR.
  • Must have a minimum of 2 years experience dealing with SME or commercial clients. Skills:
  • Good level of technical insurance skills, to be assessed by regular in-house testing.
  • Accuracy and attention to detail.
  • Ability to process work quickly and efficiently.
  • Ability to prioritise work and meet deadlines.
  • Excellent client service skills.
  • Good negotiation and broking skills.
  • Excellent oral and written communication skills.
  • Ability to gather and analyse information from the client.
  • Ability to identify and respond appropriately to an individual client's level of understanding.
  • Ability to persuade and influence others.

Qualifications:

  • GCSEs A-C in Maths & English.
  • Cert CII (desirable).
  • Acturis ( desirable).

For extra information please contact:-

Email:

  • Commercial Account Handler

    4 weeks ago

    Guildford, Surrey, United Kingdom Cavendish House Recruitment Full time

    A highly regarded national broker are currently looking to add an Account Handler to their established real estate team. They seek a driven and motivated professional with previous commercial insurance experience to support the needs of a diverse and interesting group of clients. The Account Handler will provide support to the Account Executive with...

  • Commercial Account Handler

    4 weeks ago

    Guildford, Surrey, United Kingdom Cavendish House Recruitment Full time

    A highly regarded national broker are currently looking to add an Account Handler to their established real estate team. They seek a driven and motivated professional with previous commercial insurance experience to support the needs of a diverse and interesting group of clients. The Account Handler will provide support to the Account Executive with...

  • Commercial Account Handler/Executive

    15 hours ago

    Surrey, United Kingdom Lawes Consulting Group Full time

    Job Title: Commercial Account Handler/ExecutiveCompany: Lawes Consulting GroupJob Type: Full-timeLocation: RemoteAbout the Role:We are seeking an experienced Commercial Account Handler to join our team at Lawes Consulting Group. As a Commercial Account Handler, you will be responsible for providing a high-quality service to clients in respect of renewal and...

  • Commercial Account Handler/Executive

    12 hours ago

    Surrey, United Kingdom Lawes Consulting Group Full time

    Job Title: Commercial Account Handler/ExecutiveCompany: Lawes Consulting GroupJob Type: Full-timeLocation: RemoteAbout the Role:We are seeking an experienced Commercial Account Handler to join our team at Lawes Consulting Group. As a Commercial Account Handler, you will be responsible for providing a high-quality service to clients in respect of renewal and...

  • Commercial Director

    3 weeks ago

    Epsom, Surrey, United Kingdom Pavilion Recruitment Solutions Full time €40,000

    Commercial Renewals Executive (Commercial Account Handler, Executive Support) Epsom, Surrey Salary up to £40,000 + discretionary annual bonus Pavilion recruitment are offering you the chance to join one of our clients – a successful independent insurance broker in the role of Commercial Account Handler. On a day-to-day basis you be working on SME...

  • Commercial Director

    3 weeks ago

    Epsom, Surrey, United Kingdom Pavilion Recruitment Solutions Full time €40,000

    Commercial Renewals Executive (Commercial Account Handler, Executive Support) Epsom, Surrey Salary up to £40,000 + discretionary annual bonus Pavilion recruitment are offering you the chance to join one of our clients – a successful independent insurance broker in the role of Commercial Account Handler. On a day-to-day basis you be working on SME...

  • Account Handler

    2 days ago

    Surrey, United Kingdom MW Appointments Full time

    Job Summary:MW Appointments is seeking a highly skilled and experienced Account Handler to join their Specialty team in Surrey. As an Account Handler, you will be responsible for servicing existing clients and gaining new business within the Sport & Entertainment team.Main Responsibilities:Respond to client inquiries, insurer requests, and third-party...

  • Account Handler

    2 days ago

    Surrey, United Kingdom MW Appointments Full time

    Job Summary:MW Appointments is seeking a highly skilled and experienced Account Handler to join their Specialty team in Surrey. As an Account Handler, you will be responsible for servicing existing clients and gaining new business within the Sport & Entertainment team.Main Responsibilities:Respond to client inquiries, insurer requests, and third-party...

  • Commercial Renewals Executive

    3 weeks ago

    Epsom, Surrey, United Kingdom Pavilion Recruitment Solutions Full time €40,000

    Commercial Renewals Executive (Commercial Account Handler, Executive Support) Epsom, Surrey Salary up to £40,000 + discretionary annual bonus Pavilion recruitment are offering you the chance to join one of our clients – a successful independent insurance broker in the role of Commercial Account Handler. With ongoing technical development support, you...

  • Commercial Renewals Executive

    3 weeks ago

    Epsom, Surrey, United Kingdom Pavilion Recruitment Solutions Full time €40,000

    Commercial Renewals Executive (Commercial Account Handler, Executive Support) Epsom, Surrey Salary up to £40,000 + discretionary annual bonus Pavilion recruitment are offering you the chance to join one of our clients – a successful independent insurance broker in the role of Commercial Account Handler. With ongoing technical development support, you...

  • Account Handler

    1 week ago

    Surrey, United Kingdom MW Appointments Full time

    Our client who is a Lloyds Broker, is seeking an Account Handler to join their Specialty team based in the Surrey office. The role will be working within the Sport & Entertainment team, servicing existing clients as well as trying to gain new business. Main Duties: Respond to enquiries from clients, insurers, and third parties promptly and...

  • Motor Insurance Account Handler

    2 weeks ago

    Surrey, United Kingdom Pavilion Recruitment Solutions Full time

    Motor Insurance Account Handler To £30,000 Surrey Pavilion Recruitment are pleased to offer a new vacancy for a Motor Insurance Account Handler to the Surrey market. Our client are a small Independent Brokerage that has a created a relaxed, friendly and professional broking service environment with no demanding targets in place. Due to an increase of...

  • Motor Insurance Account Handler

    1 day ago

    Surrey, United Kingdom Pavilion Recruitment Solutions Full time

    Job SummaryPavilion Recruitment Solutions is seeking a highly skilled Motor Insurance Account Handler to join our team in Surrey. As a Motor Insurance Account Handler, you will be responsible for managing a portfolio of private motor insurance renewals, administering Motor Trade Agreements (MTAs), and broking risks to a wide range of insurers through Acturis...

  • Motor Insurance Account Handler

    1 day ago

    Surrey, United Kingdom Pavilion Recruitment Solutions Full time

    Job SummaryPavilion Recruitment Solutions is seeking a highly skilled Motor Insurance Account Handler to join our team in Surrey. As a Motor Insurance Account Handler, you will be responsible for managing a portfolio of private motor insurance renewals, administering Motor Trade Agreements (MTAs), and broking risks to a wide range of insurers through Acturis...

  • Commercial Claims Handler

    3 days ago

    Whyteleafe, Surrey, United Kingdom CKB Recruitment Ltd Full time €38,000 - €50,000

    We are currently working with a local broker that is part of a very successful insurance group who are now looking to add an ambitious Claims Handler to its Claims team, to work on a range of cross class commercial claims. This firm specialises in providing bespoke insurance solutions to the construction industry and can offer fantastic career development...

  • Commercial Insurance claims Handler

    3 days ago

    Whyteleafe, Surrey, United Kingdom CKB Recruitment Ltd Full time €38,000 - €50,000

    We are currently working with a local broker that is part of a very successful insurance group who are now looking to add an ambitious Claims Handler to its Claims team, to work on a range of cross class commercial claims. This firm specialises in providing bespoke insurance solutions to the construction industry and can offer fantastic career...

  • Case Handler

    1 week ago

    Surrey, United Kingdom Marston Holdings Full time

    Case Handler Camberley, Surrey Are you a people person and a team player? Do you enjoy keeping busy, managing a varied workload and striving for success within a team? Are you looking to start your career in a vibrant, dynamic and rapidly-growing office? We have an opportunity for a dedicated Case Handler - Account Executive to join the team at our...

  • Case Handler

    3 weeks ago

    Surrey, United Kingdom Marston Holdings Full time

    Case Handler Camberley, Surrey Are you a people person and a team player? Do you enjoy keeping busy, managing a varied workload and striving for success within a team? Are you looking to start your career in a vibrant, dynamic and rapidly-growing office? We have an opportunity for a dedicated Case Handler - Account Executive to join the team at our...

  • Case Handler

    3 weeks ago

    Surrey, United Kingdom Marston Holdings Full time

    Case HandlerCamberley, Surrey Are you a people person and a team player? Do you enjoy keeping busy, managing a varied workload and striving for success within a team? Are you looking to start your career in a vibrant, dynamic and rapidly-growing office? We have an opportunity for a dedicated Case Handler - Account Executive to join the team at our Camberley...

  • Case Handler

    3 weeks ago

    Surrey, United Kingdom Marston Holdings Full time

    Case HandlerCamberley, Surrey Are you a people person and a team player? Do you enjoy keeping busy, managing a varied workload and striving for success within a team? Are you looking to start your career in a vibrant, dynamic and rapidly-growing office? We have an opportunity for a dedicated Case Handler - Account Executive to join the team at our Camberley...