Commercial Account Handler

4 days ago

Cambridge, United Kingdom One Broker Full time

**Commercial Account Handler**

**Reporting to: Commercial Renewals Manager**

**Working hours: This is a full time position, working 35 hours per week. Initially working full time in the office, a blend of office and home working will be available in line with the Company Smart working Policy on completion of probation.**

**Key Responsibilities**
- Processing commercial renewals, ensuring all documents and correspondence are attached into the company system
- Provide administration support for Account Executives as and when required in obtaining new business quotations and arranging cover.
- Attain cross sell / up-sell on policies
- Checking new policy documentation for accuracy and forwarding to clients or liaising with insurers
- Inviting renewal of allocated client’s policies
- Ensuring all Client records reflect the current risk on cover at all-time including accuracy of sums insured, perils, excesses, extensions and exclusions
- Processing mid-term adjustments and quarterly declarations
- Dealing with clients’ day to day enquiries on a daily basis, responding promptly and managing expectations
- Referring to relevant Account Executives, Account Handlers and Directors over any technical queries
- Providing support to team members to ensure client needs are met, particularly during peak periods or in times of holiday / absence
- Maintaining effective diary system
- Ensuring cover notes are issued where appropriate
- Liaising with the Claims department over claims queries / reports
- Creating all invoices and relevant credit notes for New Business, Renewals, Mid-Term Adjustments etc in line with company procedures.
- Successfully manage workload and priorities, assess when additional support may be required and request from a Manager or Director
- Follow all company and FCA procedures and policies

**Requirements**:

- At least 2 years’ experience of working within commercial insurance
- Experience of Acturis would be desirable but not essential
- Good IT skills are essential

Schedule:

- Monday to Friday

**Experience**:

- Insurance: 2 years (preferred)

Licence/Certification:

- Driving Licence (preferred)

Work Location: Hybrid remote in Cambridge, CB24 6AP

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