Commercial Insurance Specialist

3 weeks ago


Nottingham, Nottingham, United Kingdom Stride Resource Management Ltd Full time

Job Role: We are seeking a skilled Commercial Account Handler to join our successful commercial broking team in Nottinghamshire.

Key Responsibilities:

  • Manage new business enquiries and client renewals, including policy re-marketing and issuing renewal documentation within FCA time scales.
  • Handle client queries, advising on policy coverage and changes to their cover.
  • Develop relationships with key insurer markets.
  • Collaborate with the field sales team and wider team to provide a broking service and assist in client report preparation.
  • Cross-sell and up-sell to existing clients by identifying potential gaps in cover or policies held elsewhere.
  • Contribute to team revenue goals for renewal retention and new business.

Conduct Rules and General:

  • Act with integrity and due care, skill, and diligence.
  • Be open and cooperative with regulators and treat customers fairly.
  • Observe proper market conduct and deliver good outcomes for retail customers.
  • Implement and comply with policies and procedures, including financial regulations, data protection, and health and safety.
  • Manage risk within the scope of the post and ensure controls are in place.
  • Provide high-level customer service to internal and external customers.
  • Exhibit and live the values and uphold standards of behaviour.

Success Factors:

  • Achievement of objectives, KPIs, and targets.
  • Completion of mandatory training and CPD.
  • Feedback from customers, stakeholders, and colleagues.
  • Demonstrating and evidencing values and behaviours.

Requirements:

  • Commercial Account Handling experience within an insurance environment.
  • Commercial insurance multi-class product knowledge.
  • Strong communication and negotiation skills.
  • Customer service and sales-focused.
  • Acturis experience is not essential, but Cert CII or willingness to work towards is preferred.


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