Commercial Account Handler

7 months ago

Norwich, United Kingdom One Broker Full time

**Commercial Account Handler**

**Reports to**: Commercial Team Manager

**Working Hours**: Full Time - working Monday to Friday 9am to 5pm (with one hour unpaid for lunch).

Initially working full time in the office, a blend of office and home working will be available in line with the company smart working Policy on completion of probation.

We are looking for an experienced account handler to join our commercial team in Norwich.

**Key Responsibilities**
- Work Planning - Demonstrate the ability to plan and organise effectively in order to meet deadlines. Successfully manage workload and priorities, assess when additional support may be required and request from a Manager or Director.
- Ensuring all documents and correspondence are attached into the company system
- Attain cross sell / up-sell on policies
- Checking new policy documentation for accuracy and forwarding to clients or liaising with insurers
- Negotiating and inviting renewal of allocated client’s policies
- Ensuring all Client records reflect the current risk on cover at all-time including accuracy of sums insured, perils, excesses, extensions and exclusions.
- Provide administration support for Account Executives as and when required in obtaining new business quotations and arranging cover.
- Processing mid-term adjustments and quarterly declarations.
- Dealing with clients’ day to day enquiries on a daily basis, responding promptly and managing expectations.
- Referring to relevant Account Executives, Broking Technicians / Account handlers and Directors over any technical queries.
- Providing support to team members to ensure client needs are met, particularly during peak periods or in times of holiday /absence.
- Maintaining effective diary system
- Ensuring cover notes are issued where appropriate
- Create pre-renewal register for clients review as requested
- Liaising with Claims dept over claims queries / reports
- Creating all invoices and relevant credit notes for New Business, Renewals, Mid-Term Adjustments etc in line with the Broking Manual
- Actioning meeting minutes from Account Executives, updating the system accordingly.

**Additional Responsibilities**
- If requested, obtaining claims experience, renewal information, gaining and presenting terms to Account Executive or Client as agreed
- Business awareness - Able to demonstrate an understanding of how your department operates together with the aims and objectives of the Company.
- Assist in training of new employees
- Complete any reasonable request made of you by a Manager or Director.

**Requirements**:

- At least 2 years’ insurance experience.
- Experience of Acturis is advantageous
- Excellent communication and organisational skills
- Good IT skills are essential

**Benefits**:

- Company pension
- Cycle to work scheme
- Enhanced maternity leave
- Enhanced paternity leave
- Free parking

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Norwich: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Insurance: 2 years (preferred)

Licence/Certification:

- Driving Licence (preferred)

Work Location: Hybrid remote in Norwich

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