Commercial Insurance Account Handler

**Commercial Account Handler**
- **Title**: Commercial Account Handler
- **Area**: Corporate Area
- **Reports to**: Grove & Dean Insurance Brokers Manager

**Grove & Dean Insurance Brokers**

Formed in 1974, Grove & Dean is one of the UK’s leading Independent Insurance brokers. We are family run business and are proud to be Charted Insurance Broker, meaning that our service excellence is guaranteed. With over 50 years’ experience and deep business partnership with many of the UK’s leading underwriters, Grove & Dean Insurance Brokers offers and exceptional range of value
- for - money policies, backed by the proven experience of a dedicated team.
- Minimum of 12 months commercial insurance experience
- Cert CII status or actively working towards it
- Able to communicate clearly, positively, and effectively both verbally and in writing
- Strong GCSEs or equivalent preferred
- Occasional overtime may be required

**Key Responsibilities**
- **Client Management**: Build strong relationships with clients, understanding their needs and providing tailored insurance solutions.
- **Policy Administration**: Manage the administration of insurance policies, including renewals, mid-term adjustments, claims and general enquires. Liaise with senior colleagues, experts or insurers when issues fall outside own experience and knowledge.
- **Quotations**: Obtain and present competitive insurance quotations to clients, ensuring their coverage requirements are met.
- **Customer Service**: Respond to client inquiries and resolve issues promptly and efficiently through all communication methods.
- **Documentation**: Ensure all client records and documentation are accurate and up to date.
- **Claims Assistance**: Assist clients with the claims process, liaising with insurers and other parties as necessary.
- **Compliance**: Ensure all activities comply with regulatory requirements and company policies.

**What Is Required**
- Awareness and compliance with best practice guides, conduct rules, security protocols and the employee handbook.
- Maintain a safe working environment.
- Follow company processes and procedures as per the department training guidelines.
- Assist in other areas of the team during staff shortages or increased workload.
- Knowledge and understanding of core policies including current market conditions.
- Knowledge and understanding of FCA rules and guidelines relating to commercial and/or private customers.
- Committed to continually training and developing skills within the role.
- Strong communication skills and interpersonal Skills.
- Excellent organisational and multitasking abilities.
- Attention to detail and problem-solving skills.

**IT Skills Essential**
- Word
- Outlook
- Teams
- PowerPoint
- Excel
- Open GI

**Location & Commitments**
- Full-time, permanent
- Office based
- 40 Hours per week.
- Monday to Friday 08:30am - 05:30pm
- Competitive salary based on experience

**Commercial Account Handler**
- **Title**: Commercial Account Handler
- **Area**: Corporate Area
- **Reports to**: Grove & Dean Insurance Brokers Manager

**Grove & Dean Insurance Brokers**

Formed in 1974, Grove & Dean is one of the UK’s leading Independent Insurance brokers. We are family run business and are proud to be Charted Insurance Broker, meaning that our service excellence is guaranteed. With over 50 years’ experience and deep business partnership with many of the UK’s leading underwriters, Grove & Dean Insurance Brokers offers and exceptional range of value
- for - money policies, backed by the proven experience of a dedicated team.
- Minimum of 12 months commercial insurance experience
- Cert CII status or actively working towards it
- Able to communicate clearly, positively, and effectively both verbally and in writing
- Strong GCSEs or equivalent preferred
- Occasional overtime may be required

**Key Responsibilities**
- **Client Management**: Build strong relationships with clients, understanding their needs and providing tailored insurance solutions.
- **Policy Administration**: Manage the administration of insurance policies, including renewals, mid-term adjustments, claims and general enquires. Liaise with senior colleagues, experts or insurers when issues fall outside own experience and knowledge.
- **Quotations**: Obtain and present competitive insurance quotations to clients, ensuring their coverage requirements are met.
- **Customer Service**: Respond to client inquiries and resolve issues promptly and efficiently through all communication methods.
- **Documentation**: Ensure all client records and documentation are accurate and up to date.
- **Claims Assistance**: Assist clients with the claims process, liaising with insurers and other parties as necessary.
- **Compliance**: Ensure all activities comply with regulatory requirements and company policies.

**What Is Required**
- Awareness and compliance with best practice guides, conduct rules, security protocols and the employee handbook.
- Maintain a safe workin