Commercial Account Handler

4 weeks ago

Stafford, United Kingdom Nowell & Richards Insurance Services Ltd Full time

Nowell & Richards provide tailored insurance solutions for high-net-worth individuals so they can relax safe in the knowledge that their assets are appropriately insured. Established in 1976, Nowell & Richards are now part of the JMG Group who are a Private Equity backed insurance broking group and a top 30 UK broker who place over £200m of Gross Written Premium into the market annually.

Nowell & Richards have a range of specific insurance solutions to support a wide variety of exclusive private clients including successful corporate leaders, entrepreneurs, high-profile individuals and professional sportspersons. We analyse the market as independent brokers and use our extensive expertise to tailor the most appropriate insurance programme for their personal and corporate needs.

**About the role**

Due to continued growth and expansion, Nowell & Richards are seeking to appoint an experienced Commercial Account Handler. You will be responsible for generating revenue and developing the profitability of the business whilst ensuring full FCA compliance. Our Account Handlers ensure that a quality service is provided to all clients in accordance with their needs and requirements.

**Key duties will include**
- Ensuring accuracy, efficiency and professionalism when dealing with both clients and insurers in all aspects of the role
- Managing existing commercial insurance policies including commercial combined, property, liability and fleet plus others
- Completing premium financing arrangements
- Working closely with a dedicated Commercial Account Executive
- Advising clients on existing products in accordance with their needs
- Ensure bad debt queries are dealt with efficiently and in line with company procedure.
- Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices.
- Handle any complaints in accordance with regulation, the Company’s Conduct Policy.
- Conduct learning, training and assessment exercises in accordance with the individual T&C scheme applicable to you. Identify further areas for own development as required.
- Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times.
- Develop and maintain a professional working relationship with all clients and provide expert product advice and guidance
- Secure additional cross sell revenue opportunities from other classes of insurance not arranged by N&R i.e. HNW
- Promote and increase the use of in-house premium finance, from insurer schemes.

**What we’re looking for**

Our Account Handlers are vital in ensuring that Nowell & Richards clients have a professional and compliant experience. To be successful in the role, you must have the following skills.
- Previous experience gained from working as an Account Handler in a similar broking environment
- Working knowledge of most commercial lines insurance products
- Experience of working to high standards and FCA Compliance
- Strong administration skills, coupled with a very keen eye for detail
- Ability to prioritise and organise own workload to ensure deadlines are met
- Numerical accuracy
- Strong time management skills, with the ability to meet deadlines
- IT proficiency with the use of most MS Office products
- Regulatory and compliance awareness

**What we offer**
- Competitive salary commensurate with level of experience
- Hybrid working options considered following training completion
- Free parking
- Company pension scheme and comprehensive benefits package
- Generous holiday entitlement & birthday off

**Job Types**: Full-time, Permanent

**Benefits**:

- Company pension
- Cycle to work scheme
- Free parking
- Life insurance
- Private medical insurance
- Referral programme
- Sick pay

Schedule:

- Monday to Friday

Work Location: In person

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