Commercial Account Handler

2 weeks ago


Edinburgh, United Kingdom Gateway Insurance Services Ltd Full time

Gateway Insurance Services are seeking a Commercial Account Handler to join their established team based in Edinburgh's Southside Working together with experienced Account Executives, you will provide superb yet varied services to our many customers. Servicing your client accounts during the renewals process; admin, presentations, negotiating premiums and managing all paperwork.

Your Role:

- Working in partnership with our Account Executives, to deliver the needs of your clients. First class interpersonal skills, dedicated to customer happiness and aware of maximising opportunities are critical to your success.
- Building renewals documents, reports, balancing the mid-term adjustments and crafting new quotes for customers. A high attention to detail is essential when dealing with this much information.
- Ensure client details are recorded accurately and entered onto Acturis quickly; this allows us to keep all client records accurate for audit purposes.
- Provide cover by renewal date to meet your client needs. Being organised, efficient and dedicated to your clients means you handle all of this on their behalf.
- Assist your clients with queries daily, confirm cover with the insurers, process policies and chase up outstanding documentation when required.
- Manage all account queries and credit control matters, highlighting any concerns to account managers on time. Your Skills, Experience and Qualifications:

- Previous experience working with Commercial Lines insurance products gained in a broking, insurer or MGA environment.
- Holding or working towards one of the Chartered Insurance Institute Qualifications, Cert CII, Dip CII or ACII would be an advantage. Educated to GCSE standard or equivalent, with an intermediate knowledge of the commercial insurance industry.
- Previous experience in the insurance industry is crucial.
- Due diligence and process driven to deadlines, task focused, results oriented and takes initiative when assisting team members
- Outstanding communication and interpersonal skills, confident when building and maintaining rapport, strong planning and analytical skills with high accuracy and attention to detail.
- Acturis experience would be advantageous.

**Salary**: £25,000.00-£30,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Ability to commute/relocate:

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

Work Location: One location

Reference ID: Commercial Account Handler - Insurance Broker



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