Commercial Account Handler

1 month ago


Brislington Bristol, United Kingdom Pertemps Bristol Commercial Full time

Join our client, a renowned national insurance brokerage, as a Commercial Account Handler, and be at the forefront of new business development within the local community. This role is perfect for someone who thrives in direct client interaction, whether it be in-person, over the phone, or through email. Your primary goal will be to ensure client retention by meeting and exceeding sales targets through your exceptional communication and negotiation skills, always striving to exceed expectations. A background in Commercial/Personal insurance is highly desirable. Job Details Salary: Competitive, reflective of experience, plus commission Hours: Full-time, Monday to Friday, 9:00 AM - 5:00 PM Location: Office-based Structure: 90% office sales, 10% field sales Benefits Competitive commission structure An additional day off for your birthday Access to Perkbox discounts Comprehensive healthcare plan This position offers a unique chance for an ambitious sales professional to play a pivotal role in the company's expansion. With plans to open more branches nationwide, it's a thrilling time to come on board Key Responsibilities Proactively identify improvement opportunities, suggesting viable solutions to enhance client satisfaction and cost efficiency. Deliver outstanding customer service, meeting clients' needs swiftly and effectively to secure new business. Accurately assess client requirements, providing quotations and recommending products that fulfil their needs. Ensure all product information is transparent, allowing customers to make informed decisions. Calculate new business premiums according to carrier guidelines or coordinate with insurers directly for bespoke solutions. Maintain prompt and efficient communication via phone and email, ensuring all Service Level Agreements (SLAs) are met. Uphold compliance standards in all activities, focusing on customer fairness, contract certainty, and support for vulnerable customers. Follow company policies and procedures diligently. Candidate Profile Proven experience in an insurance brokerage environment. Cert CII qualification is beneficial. Deep understanding of insurance law, contract obligations, and product knowledge. Analytical thinker with exceptional judgement, attention to detail, and a commitment to excellence in customer service. Proficient in Microsoft Office Suite and comfortable using the internet for research. Strong negotiation, communication, and interpersonal skills. A highly accurate and articulate individual with excellent numerical skills. Interested candidates are invited to apply directly or reach out to Lucy at Bristol Commercial by calling (phone number removed) for more information



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