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Commercial Insurance Account Handler
2 months ago
We are seeking an experienced Commercial Insurance Account Handler to join our team at Get-Recruited (UK) Ltd. As a key member of our commercial insurance team, you will be responsible for maintaining strong relationships with existing clients and identifying new business opportunities.
Key Responsibilities- Maintain regular contact with existing clients to ensure their insurance needs are met
- Work closely with account executives and other account handlers to ensure high levels of customer satisfaction
- Prepare and agree forecasts, targets, plans, and budgets for your area of work
- Ensure files, notes, and records are clear, complete, and up-to-date
- Act in accordance with FCA Principles for Business and comply with FCA and internal procedures
- Assist the wider division and broking team with London Market presence and placing via Lloyds
- Experience in a commercial insurance account handler role
- Acturis experience
- Ability to organize self and own work
- Questioning and evaluation of client needs
- Ability to build relationships - internal and external
- Communication skills: telephone, verbal, and written
- Selling and cross-selling
- Rapport building with clients and underwriters
Get-Recruited (UK) Ltd is a well-established insurance broker in the commercial sector. We are committed to providing exceptional service to our clients and are seeking a talented individual to join our team.