Account Handler

3 months ago

Lincoln, United Kingdom Ardonagh Full time

**Account Handler - Lincoln - ARDWY868240**

Are you someone who thrives in the Insurance Industry? Thompson & Richardson are on the hunt for a talented Insurance Commercial Account Handler who uses their knowledge and experience of the Insurance Industry to build strong, trusted, and profitable client and customer relationships. Is a successful career within a growing business full of opportunity, where you will have flexibility and fun what you’re looking for? Then please, read on

**So, what does the role of a Commercial Account Handler here involve?**

This role will be made for you if you love fostering relationships and offering a comprehensive service to commercial clients to find the right Insurance products to fit their needs.

Our Account Handlers are excellent at quoting and placing cover when instructed, inviting and binding renewals, dealing with mid-term adjustments, broking client requirements within the insurance market and providing assistance in all areas for your Account Executives, when appropriate.

You will work independently and manage client requirements within the scope of a busy client book that spans all business sectors and classes of commercial insurance. This may include client contact and visits.

**What you will do**

This is an overview and not an exhaustive list of responsibilities. Collaborating with your Line Manager, you will develop your own objectives but focus on all the following and more:

- Support Account Executives in all areas of managing the client accounts.
- Ensure accuracy, efficiency and professionalism when dealing with both client and insurer and conducting related administration work in relation to:

- New business
- Renewals
- Mid Term Adjustments
- Queries
- Premium financing arrangements
- Ensure all business activity fully complies with FCA regulation and company compliance.
- Handle any complaints in accordance with company procedures and regulatory requirements.
- 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
- Actively secure renewal business by re-broking existing business to ensure the client is presented with the most suitable and cost effective cover.
- Promote and increase the use of in house premium finance, from insurer schemes.

**What experience does our Commercial Account Handler need?**

It’s essential that you have some insurance experience gained ideally in a broking environment and within commercial lines as you will be offering a complete commercial lines experience to existing customers. It would be a bonus if you have experience using Open GI and Acturis and any relevant qualifications, although we offer plenty of opportunity to gain these once you join us.

**The rest is all about you as a person;**
- Most important is your ability to bring your best self to work every day to give our clients the best possible experience.
- Next, we need you to be proactive, analytical, use your initiative and show us your entrepreneurial spirit to identify opportunities to retain and grow our business.
- An enthusiastic team player, support others, build trust and have a positive outlook, be engaging, collaborative and have the resilience to adapt to whatever changes come your way.
- Be able to challenge difficult tasks/situations and have a practical, forward-thinking outlook.
- Engage active listening skills, be willing to learn and recognise when to ask for support or guidance.
- Have a keen interest in pursuing professional qualifications.
- Always demonstrate integrity, not only is this essential within a financially regulated organisation, it’s also the right way to be.

This is an office based role, at least until probation is passed, i.e. at least 6 months, following which hybrid working can be discussed. This would be 2 days working from home if business/team management permits.

In return you will be welcomed and supported by our Ardonagh family, with opportunities to earn your annual salary plus a role-based incentive plan and grow your career. You will also be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:

- Holiday entitlement of 26 days plus bank holidays
- Opportunity to progress your career across the entire Ardonagh family
- Gain professional CII or ACII qualifications to enhance your knowledge and career prospects
- Pension scheme for when you feel it’s time to retire
- 24-hour support for you and your families physical and mental wellbeing
- 1 days paid volunteering day to give back to our communities
- Ardonagh Community Trust (ACT) - Raising funds for charity with donation matching in your local

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