Insurance Account Handler

4 months ago


Sowerby Bridge, United Kingdom Coversure Full time

Would you like to work for an ambitious Independent Insurance Brokers that offer exceptional support to their clients? Do you have 1 year of experience servicing clients within the insurance industry?

This is a great opportunity for someone who wants to develop their insurance knowledge further, enjoys working in a small team and would like to be a part of its growth plans. We will consider those with either a Commercial or Personal Lines background.

**About the Commercial Account Handler role**:
Reporting to the Director, Phil Dalton, the main purpose of the role is to handle new business enquires and service existing client’s midterm adjustments and renewals, whilst providing a friendly and efficient service. In addition to your salary, you’ll be rewarded for winning new business with a competitive commission scheme.

**Key objectives & responsibilities will include**:

- Responsible for growing our commercial clients by arranging renewal of policies for existing clients, assisting with midterm adjustments and driving new business
- Providing an outstanding service by seeking to understand our client’s business operations, opportunities and risks
- Liaise with Underwriters to help secure the best rates for our client’s risks
- Organise daily work to ensure compliance is met at all times
- Identify new markets, schemes and other opportunities to help grow the Business

**About You**

As our Account Handler, you’ll have the ability and drive to work in a small but successful team, striving to provide outstanding service to our SME clients. You’ll be the type of person who is keen to learn and develop - being able to understand the range of Insurance products quickly to help our customers.

**You will have or be**:

- Ideally have at least one years’ experience handling Commercial Combined and/or Commercial Package insurance but Personal Lines experience will also be considered
- Excellent written and verbal communication skills
- Strong customer service focus with the ability to build strong working relationships
- Driven to build and grow the existing book of business
- Organised with the ability to priorities and manage your own time
- Attention to detail and proven ability to multi-task, updating relevant systems where necessary
- A good knowledge of Microsoft office and ideally experience of Acturis
- Relevant qualifications (e.g Cert CII) or working towards (ideally)

**What’s in it for you**:

- Exposure to a wide and varied client base, offering insight into new industry sectors
- Company pension scheme
- 23 days holiday (rising with continuous service) plus Bank Holidays
- The office is close to the train station and a car park
- Professional qualification study support relevant to your role and career
- The opportunity to attend local networking evens

**About Us**:
Coversure Halifax is a family-owned independent insurance broker, founded by Phil Dalton in 2013. It offers local businesses, tradesmen, shop owners, and landlords an accessible source of high-quality insurance backed by excellent customer care.



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