Commercial Account Handler – Insurance Expert

1 month ago

Newbury, West Berkshire, United Kingdom Brown & Brown Europe Full time

Job Role: Commercial Account Handler

We are seeking an experienced Commercial Account Handler to join our team in Newbury. As a Commercial Account Handler, you will be responsible for handling commercial & corporate sized risks for prestigious clients across a range of industries and their cross-class commercial insurance needs.

Key Responsibilities:

  1. Work with Account Executives to achieve their New Business and Renewal targets through proactive administration and customer support.
  2. Support AE's through management of their prospect pipeline, provide profiling support to AE on prospects through use of telephone, other media and by accessing information within the public domain.
  3. Be aware of current New Business appointments and undertake some pre-visit fact-finding on behalf of the AE, including research of Credit Safe, Google, website etc. and produce documentation in agreed format.
  4. In advance of new business visits, obtain quotations for possible up-sales (e.g. Excess PL, D&O, Excess PI, Loss Recovery or Additional Services).
  5. Make client renewal appointments on behalf of the AE and accompany them on approximately 1 or 2 a month to enhance client relationships.
  6. Prepare detailed Renewal Review reports on behalf of the AE and obtain current claims experience where needed.
  7. Obtain quotations for agreed 'up-sales' (e.g. Excess PL, D&O, Excess PI, Loss Recovery or Additional Services) and include in review documents.
  8. Broking New Business or Renewals to the market in agreement with AE strategy, preparing a comprehensive and high-quality business submission document.
  9. Deal with incoming enquiries from clients (both allocated and unallocated as required), insurers and other third parties in a professional and timely manner, involving the relevant AE if necessary due to technical nature or relationship issues.
  10. Maintain an efficient diary system including age debtors lists, accounts queries, chasing documentation and renewal terms.
  11. Liaise with insurers and other third parties regarding the administration of client's insurance needs.
  12. Provide high-level administration and customer support to another colleague on occasions, as directed by the Commercial Administration Team leader.

What's on Offer:

  • Competitive salary package & benefits.
  • Joint Pension contribution scheme.
  • Salary Sacrifice options including dental and healthcare.
  • Discounts site for restaurants, cinema, retailers.
  • Cycle to work scheme.
  • Health & Wellbeing programme.
  • Casual dress code in office.
  • Performance-related bonus.
  • Annual leave that rises with length of service.

Your Experience:

  • Requirement of at least 2+ years commercial insurance experience either broking or underwriting.
  • Ability to handle new business enquiries, renewals and midterm adjustments of various insurance policies.
  • Excellent understanding of Commercial Insurance products and insurance options.
  • Acturis insurance broking software knowledge is an advantage.
  • Commitment to progress towards Cert CII.
  • Possession of a full driving licence.

About Us:

Brown & Brown Europe aims to be one of the UK's leading insurance intermediaries, delivering the best outcomes to clients, insurers, investors, and our people. We acquire and develop businesses with the velocity of a start-up, with a focused, straight-talking, professional, and accountable leadership who put the customer first and act with integrity and pride in what we do and meet our compliance responsibilities.

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