Commercial Account Handler

2 days ago


Cardiff, Cardiff, United Kingdom A-Plan Full time
{"title": "Commercial Account Handler", "description": "About the Role

We are seeking a highly skilled Commercial Account Handler to join our team at A-Plan. As a key member of our Commercial team, you will be responsible for building strong relationships with clients, from sole traders to MDs/CEOs of organizations, and working closely with the Branch Manager to achieve objectives.

Key Responsibilities
  • Review client documentation to ensure comprehensive and accurate information for the quoting process.
  • Build and maintain strong relationships with internal stakeholders, clients, and external contacts to meet expectations and compliance standards.
  • Assist Commercial Account Executives in achieving high levels of renewal retention, exceeding customer expectations, and meeting FCA requirements.
  • Process data promptly and accurately on relevant systems to support high levels of client service, internal process execution, and informed analysis.
What We Offer
  • 22 days holiday (plus bank holidays), increasing through length of service.
  • A set of core benefits, designed with your health and financial protection in mind:
    • Life Assurance up to 4x salary, protecting your loved ones in case the worst should happen.
    • Income protection, guaranteeing an income for up to 5 years in the event of an illness or injury.
    • Contributory pension scheme - 4% employer contribution and 5% employee contribution, rising to 5% & 5% in April 2025.
    • Access to a Healthcare Cashplan, which gives you access to a variety of health-related benefits.
  • Access to a host of lifestyle and financial benefits that you can choose from:
    • Discounts on gym membership across the UK.
    • Salary sacrifice schemes - Travel Insurance, Cycle to Work, Car leasing, Technology purchase.
    • Access to discounted personal health policies - Critical illness, private medical, dental plans.
    • A range of insurance products available commission-free, including home, motor, travel, and specialist vehicles.
    • Access to hundreds of high-street retailer discounts.
", "lang_code": "en"}

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