Commercial Account Handler

7 months ago


Portsmouth, United Kingdom Philip Gibbs Insurance Brokers Full time

A growing, independent, family-owned, insurance brokerage based in Portsmouth is looking to recruit a confident commercial account handler with a keen eye for detail.

Your role will be to maintain strong client relationships and deliver excellent customer service and insurance advice that the company is known for. The company will support you in developing your technical knowledge and paying for CII professional qualifications.

**Duties and Responsibilities**:

- Arrange new policies, renewals and MTAs
- Report claims
- Deliver a high standard of customer service to clients and prospects
- Discuss risk management objectives with clients
- Arrange and attend client meetings
- Prepare insurance documents, presentations and support the account directors
- Assist with marketing and local business networking activities
- Participate in the company’s corporate responsibility programme
- Attend training and maintain CPD record
- This list is not exhaustive_.

**Person Specification**

**Essential**

**Qualifications**:

- GCSE (or equivalent) Maths and English grade A-C
- A levels (or equivalent)

Experience
- Min 4 years experience in commercial account handling
- New business, renewals, MTAs and claims handling

Knowledge
- Confident knowledge of the following products: PI, D&O, Liabilities, combined products, motor fleet, marine cargo, etc.

**Skills**:

- Strong communication and interpersonal skills.
- Good organisational skills and time management.
- Competent with IT
- Fluent with Outlook, Word and Excel

Other
- A professional approach
- Reliable and punctual
- Passionate about protecting businesses
- Commitment to delivering outstanding customer service

**Desirable**

**Qualifications**:

- Degree
- CII qualification

Experience
- Experience with arranging insurance for SMEs with complex company structures
- Experience with Acturis

**Benefits**
- Generous holiday (28 days in addition to bank holidays)
- Dog-friendly office
- Option to work from home two days a week
- Paid for CII qualifications and membership
- Employee Assistance programme (EAP)
- Onsite parking, train station 10min walk

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

Pay: £27,000.00-£37,000.00 per year

**Benefits**:

- Health & wellbeing programme
- On-site parking
- Work from home

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Portsmouth, Hampshire: reliably commute or plan to relocate before starting work (preferred)

**Experience**:

- commercial insurance account handler: 4 years (preferred)

Work Location: Hybrid remote in Portsmouth, Hampshire



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