Insurance Commercial Account Handler
3 weeks ago
Job Role: We are seeking a skilled Commercial Account Handler to join our successful commercial broking team in Nottinghamshire.
The ideal candidate will have experience in managing new business enquiries and client renewals, including the re-marketing of policies and issuing renewal documentation within set time scales.
Key Responsibilities:
- Manage new business enquiries and client renewals, including policy re-marketing and renewal documentation.
- Handle client queries, advising on policy coverage and changes.
- 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 and data protection.
- Identify and 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 and uphold its values and standards.
Success Factors:
- Achievement of objectives, KPIs, and targets.
- Completion of mandatory training and CPD.
- Feedback from customers, stakeholders, and colleagues.
- Demonstrating and evidencing the organisation's 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 a willingness to work towards Cert CII is required.
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