Commercial Account Handler

4 weeks ago


Leeds, Leeds, United Kingdom Everpool Full time
Commercial Account Handler

We are seeking a highly skilled and motivated Commercial Account Handler to join our team at Everpool. As a key member of our Client Servicing Team, you will play a crucial role in managing our existing and expanding client portfolio, with a focus on cross-selling opportunities in line with FCA regulations.

Key Responsibilities:
  • Client Relationships: Develop and maintain professional working relationships with all clients, providing expert product advice and guidance.
  • Query Handling: Handle daily and complex client queries in a timely and efficient manner.
  • Commercial Renewals: Support commercial renewals in line with the sales process, including issuing market submissions, obtaining quotations, preparing quotation documents, and confirmation of cover reports.
  • Client Meetings: Prepare for and attend client meetings (where necessary), executing follow-up actions as needed.
  • Data Analysis: Perform data analysis to support risk management propositions.
  • Aged Debt Management: Manage aged debt in accordance with company policies and procedures.
  • Policy Document Review: Check policy documents for accuracy and compliance.
Requirements:
  • Certification: Cert CII qualified.
  • Experience: Minimum 2 years commercial experience within broking.
  • Software Skills: Experience using Acturis is desirable.
  • Commercial Awareness: Strong commercial awareness and understanding of the insurance industry.
  • Attention to Detail: Excellent attention to detail and organizational skills.
Benefits:
  • Holiday Entitlement: 28 days holiday.
  • Healthcare Scheme: Access to a comprehensive healthcare scheme.
  • Gym Membership: Free gym membership.
  • Discounts: Discounts on various shops and restaurants.
  • Free Parking: Free parking on site.
  • Team Nights: Regular team nights out.


  • Leeds, Leeds, United Kingdom Bartlett Group Ltd Full time

    Job Title: Commercial Insurance Account HandlerWe are a leading independent specialist brokerage, recognized for our expertise in commercial insurance. Our team is dedicated to providing exceptional service to our clients, and we are seeking a skilled Commercial Insurance Account Handler to join our team.The successful candidate will be responsible for...


  • Leeds, Leeds, United Kingdom Bell & Co Professional Recruitment Ltd Full time £10,000

    Job Title: Senior Account HandlerJob Summary:We are seeking an experienced Senior Account Handler to join our team at Bell & Co Professional Recruitment Ltd. As a Senior Account Handler, you will be responsible for servicing and retaining large, complex, and interesting clients. You will work closely with the Director to process new business, manage...


  • Leeds, Leeds, United Kingdom Bartlett Group Full time

    About the RoleWe are seeking a highly skilled and experienced Commercial Insurance Account Handler to join our team at the Bartlett Group. As a key member of our Commercial broking department, you will be responsible for handling a portfolio of clients and providing exceptional service to ensure their needs are met.The ideal candidate will have a proven...


  • Leeds, Leeds, United Kingdom Bartlett Group Full time

    About the RoleWe are seeking a highly skilled and experienced Commercial Insurance Account Handler to join our team at the Bartlett Group. As a key member of our Commercial broking department, you will be responsible for handling a portfolio of clients and providing exceptional service to ensure their needs are met.The ideal candidate will have a proven...


  • Leeds, Leeds, United Kingdom Bartlett Group Full time

    About the RoleWe are seeking a highly skilled and experienced Commercial Insurance Account Handler to join our team at the Bartlett Group. As a key member of our Commercial broking department, you will be responsible for handling a portfolio of clients and providing exceptional service to ensure their insurance needs are met.Key ResponsibilitiesNegotiate and...


  • Leeds, Leeds, United Kingdom Bartlett Group Full time

    About the RoleWe are seeking a highly skilled and experienced Commercial Insurance Account Handler to join our team at the Bartlett Group. As a key member of our Commercial broking department, you will be responsible for handling a portfolio of clients and providing exceptional service to ensure their insurance needs are met.Key ResponsibilitiesNegotiate and...


  • Leeds, Leeds, United Kingdom Bartlett Group Full time

    Commercial Insurance Account Handler OpportunityWe are a leading independent specialist brokerage, recognized for our excellence in the UK market. Our team has been named UK Broker of the Year twice in the last five years and has received a Best Employer Award.We serve businesses, charities, and individuals in over 40 countries, from regional manufacturing...


  • Leeds, Leeds, United Kingdom Bartlett Group Full time

    Commercial Insurance Account Handler OpportunityWe are a leading independent specialist brokerage, recognized for our excellence in the UK market. Our team has been named UK Broker of the Year twice in the last five years and has received a Best Employer Award.We serve businesses, charities, and individuals in over 40 countries, from regional manufacturing...


  • Leeds, Leeds, United Kingdom Stride Resource Management Ltd Full time

    About the RoleWe are seeking an experienced Insurance Account Handler to join our expanding team in Leeds. As a key member of our commercial insurance team, you will be responsible for providing exceptional service to a wide range of clients, working collaboratively with the Account Executive team to deliver outstanding results.Key ResponsibilitiesAdvise...


  • Leeds, Leeds, United Kingdom Ardonagh Advisory Full time

    Unlock Your Potential as an Insurance Account HandlerAre you looking for a challenging and rewarding career in the Insurance industry? Do you have a passion for building strong relationships with clients and delivering exceptional customer service? We are seeking an experienced Insurance Account Handler to join our team in Leeds.About the RoleAs an Insurance...


  • Leeds, Leeds, United Kingdom Ardonagh Advisory Full time

    Unlock Your Potential as an Insurance Account HandlerAre you looking for a challenging and rewarding career in the Insurance industry? Do you have a passion for building strong relationships with clients and delivering exceptional customer service? We are seeking an experienced Insurance Account Handler to join our team in Leeds.About the RoleAs an Insurance...


  • Leeds, Leeds, United Kingdom Ardonagh Advisory Full time

    Insurance Account Handler - A New OpportunityWe are seeking an experienced Insurance Account Handler to join our team at Ardonagh Advisory. As an Insurance Account Handler, you will be responsible for supporting a designated client portfolio, acting as their first point of contact, building strong relationships, and supporting them with queries as they...


  • Leeds, Leeds, United Kingdom Ardonagh Advisory Full time

    Unlock Your Potential as an Insurance Account HandlerAre you a motivated and customer-focused individual looking to take your career to the next level in the Insurance industry? We're seeking an experienced Insurance Account Handler to join our dynamic team in Leeds.About the RoleAs an Insurance Account Handler, you'll be responsible for building and...


  • Leeds, Leeds, United Kingdom Ardonagh Advisory Full time

    Unlock Your Potential as an Insurance Account HandlerAre you looking for a challenging and rewarding career in the Insurance industry? Do you have a passion for building strong relationships with clients and delivering exceptional customer service? We are seeking an experienced Insurance Account Handler to join our team in Leeds.About the RoleAs an Insurance...


  • Leeds, Leeds, United Kingdom Ardonagh Advisory Full time

    Unlock Your Potential as an Insurance Account HandlerAre you looking for a challenging and rewarding career in the Insurance industry? Do you have a passion for building strong relationships with clients and delivering exceptional customer service? We are seeking an experienced Insurance Account Handler to join our team in Leeds.About the RoleAs an Insurance...


  • Leeds, Leeds, United Kingdom Ardonagh Advisory Full time

    Unlock Your Potential as an Insurance Account HandlerAre you passionate about delivering exceptional customer service and building strong relationships with clients? Do you have a keen eye for detail and a knack for problem-solving? We're seeking a talented Insurance Account Handler to join our dynamic team in Leeds.About the RoleAs an Insurance Account...


  • Leeds, Leeds, United Kingdom Ardonagh Advisory Full time

    Unlock Your Potential as an Insurance Account HandlerAre you passionate about delivering exceptional customer service and building strong relationships with clients? Do you have a keen eye for detail and a knack for problem-solving? We're seeking a talented Insurance Account Handler to join our dynamic team in Leeds.About the RoleAs an Insurance Account...


  • Leeds, Leeds, United Kingdom Ardonagh Advisory Full time

    Insurance Account Handler - A New OpportunityAre you looking for a career move in the Insurance industry? We have an exciting opportunity for an Insurance Account Handler within our friendly team based in Leeds.This role involves supporting a designated client portfolio, acting as their first point of contact, building strong relationships, and supporting...


  • Leeds, Leeds, United Kingdom RED10 Full time

    Commercial Account Handler OpportunityThis is an exciting opportunity for a dedicated and experienced Account Handler with commercial experience to make a meaningful impact in a Leeds-based team.Key Responsibilities:Maintain professional relationships with clients and provide quality advice.Handle client queries efficiently, support commercial renewals, and...


  • Leeds, Leeds, United Kingdom Bartlett Group Full time

    Join Bartlett Group as a Graduate Insurance Account HandlerBartlett Group is seeking a talented and ambitious Graduate to join their Financial Institutions Insurance division. As an Insurance Account Handler, you will play a crucial role in arranging insurance coverage for professional errors and omissions, as well as the personal liability of senior...