Commercial Insurance Account Handler

1 month ago

Winchester, Hampshire, United Kingdom City Insurance Group Full time
Commercial Account Handler

We are seeking an experienced Commercial Account Handler to join our team at City Insurance Group. As a Commercial Account Handler, you will be responsible for advising clients on various insurance products, including Motor Fleet, SME Business, Property Owners, PI, Shop and Offices.

Key Responsibilities:
  • Using our bespoke computer system, Acturis & CDL, to manage client accounts and provide insurance advice.
  • Engaging with clients by telephone and email to discuss their insurance needs and provide tailored solutions.
  • Liaising with insurance companies to make amendments and discuss existing policies.
  • Maintaining a high level of personal smartness and presentation to ensure a professional image.
  • Identifying client needs and matching them to the most suitable insurance products.
  • Ensuring adherence to company procedures and compliance obligations.
  • Treating clients fairly and providing sound advice to meet their insurance needs.
Requirements:
  • Good standard of education.
  • Good understanding of Windows programs, including Word and Excel.
  • Ability to work in a busy environment, maintaining concentration and attention to detail.
  • Good oral and written communication skills.
  • Ability to multi-task and prioritize tasks effectively.
  • Ability to communicate with colleagues at all levels of seniority.
  • Good ability to work with minimal supervision.
  • Quick learner.
Desirable:
  • Good listening and observation skills.
  • Previous experience in customer care or a related field.
  • Enthusiasm and a willingness to learn and progress.
  • Naturally helpful person prepared to work hard.

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