Commercial Account Handler

1 month ago


Birmingham, Birmingham, United Kingdom Insurance Recruitment Services Full time
Commercial Account Handler

We are seeking a highly skilled Commercial Account Handler to join our team in Birmingham. As a Commercial Account Handler, you will be responsible for handling new and existing commercial business, including telephonic and e-mail enquiries from clients and assisting Account Executives in their duties.

Key Responsibilities:
  • Handle telephonic and e-mail enquiries from new and existing clients
  • Assist Account Executives in their duties, including dealing with clients and obtaining risk information
  • Prepare risk presentations for submission to Insurers and underwriters
  • Maintain relationships with existing clients to ensure client retention and secure new business
  • Handle instructions from existing clients and deal with renewals
  • Perform data capture, underwriting, and production of policy documentation
  • Communicate with clients and insurers through written correspondence
Requirements:
  • Minimum 12-month Commercial broking experience
  • Confident and good written and oral skills
  • Ability to build good relationships with clients and Insurers/underwriters
  • Sound knowledge of FSA requirements within a broking role
About Us:

Our client is an Insurance broker providing a comprehensive range of insurance and financial advice to a broad cross-section of commercial and private clients. They aim to provide clients with high-quality, personal service supported by the professionalism and expertise of a truly independent company.

They are seen as one of the strongest and most proactive companies in the Market.



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