Senior Commercial Account Handler
6 days ago
We are seeking a highly motivated and experienced Senior Commercial Account Handler to join our team at Acorn Insurance & Financial Services LTD. As a key member of our Retail Branch Network, you will play a vital role in driving our office's commercial success and supporting the leadership of our dynamic branch team.
Key Responsibilities:- Utilize CRM system (Salesforce) to maintain accurate and up-to-date customer information, outcomes, and diary entries.
- Ensure accuracy in all data entries and submissions to facilitate smooth operations and meet Service Level Agreement (SLA) turnarounds.
- Qualify inbound and outbound leads to meet agreed team Key Performance Indicators (KPIs) and drive business growth.
- Develop and maintain strong relationships with customers, insurance agents, and other stakeholders through professional communication and exceptional customer service.
- Provide feedback on industry comments and suggestions to improve customer engagement, new business sales, and market-share growth.
- Identify and feedback opportunities for corporate partnerships and collaborations.
- Support the search and connection of commercial industry individuals and events to showcase Fleet product suite and service.
- Attend internal and external meetings, including commercial industry meetings, roadshows, exhibitions, and geographical placements as per department strategy.
- Collaborate with other team members, including Projects, Branch Network, and Support functions as required.
- Gather competitor insight, local broker network, and products to feedback to management.
- Support Business Development Manager (BDM) in maintaining dairy and new business prospects through to new business conversion.
- Ensure Quality (Compliance/Audits) meet standards and deliver a good level of customer service.
- Support the wider Group businesses, including Rapid/Just Drive and Ride hailing hubs.
- Assist the Branch Manager with general day-to-day running of the branch and lead the branch team in absence of the Branch Manager.
- Minimum 2 years insurance experience gained in UK markets.
- Commercial Insurance experience (preferable).
- Account/Portfolio management experience (preferable).
- Strong communication skills: Ability to effectively communicate with clients and insurance agents to understand their needs and provide appropriate solutions.
- Sales acumen: Proficiency in identifying new business opportunities and converting leads into clients through persuasive selling techniques.
- Analytical mindset: Capability to analyze market trends, competitor strategies, and client data to develop effective sales strategies and identify potential areas for growth.
- Relationship building: Skill in fostering strong relationships with clients, insurance agents, and other stakeholders to maintain long-term partnerships and maximize business opportunities.
- Problem-solving skills: Aptitude for quickly resolving client issues, addressing concerns, and finding innovative solutions to meet their insurance needs.
- Organizational skills: Ability to manage multiple tasks, prioritize workload, and meet deadlines in a fast-paced environment.
- Product knowledge: Comprehensive understanding of insurance products, coverage options, and industry regulations to provide accurate information and advice to clients.
- Adaptability: Flexibility to adapt to changes in the insurance industry, client preferences, and market conditions to stay competitive and achieve business objectives.
- Detail-orientated, approachable, ability to network and sustain relationships.
- Highly self-motivated, professional, ability to be clear and concise, effectively communicate one-on-one and to a wider audience.
We are a growing business with great opportunities to build your knowledge of the financial services industry. As a specialist insurance provider, we have 40 years of experience helping people secure motor insurance across all of the UK. We help more than 50,000 customers to find a policy that meets their needs and gives them the peace of mind that comes with high-quality insurance.
At Acorn Insurance & Financial Services LTD, we provide full training and continuous coaching in-house. You will be given full in-depth FCA regulated industry knowledge and have all the tools necessary to help you personally grow your career with the business.
We celebrate difference and it's essential to us that we have a culture where our people feel respected and valued for who they are. We pride ourselves on being accessible and encourage inclusive environments where our people can always give and show the very best of themselves.
Why Acorn Insurance & Financial Services LTD?
We want to give you more than a job, we want to give you a purpose and a career. Some of the benefits you will receive include:
Enhanced Annual Leave entitlement starting at 31 days and potentially increasing to 35 days per year depending on grade & length of service.
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