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 the re-marketing of policies and issuing renewal documentation within FCA time scales.
  • Handle incoming client queries, advising on policy coverage and/or changes to their cover.
  • Develop relationships with key insurer markets.
  • Work alongside 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 the team's revenue goals for renewal retention and new business.

Conduct Rules and General:

  • Act with integrity.
  • Exercise due care, skill, and diligence.
  • Be open and cooperative with regulators.
  • Treat customers fairly and observe proper market conduct.
  • 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.
  • Represent the organisation positively.
  • Exhibit and live the company values and uphold standards of behaviour.

Success Factors:

  • Achieve objectives, KPIs, and targets.
  • Complete mandatory training and CPD.
  • Receive feedback from customers, stakeholders, and colleagues.
  • Demonstrate and evidence company 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 it is desired.


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