Commercial Account Handler

1 month ago


Leeds UK, West Yorkshire, United Kingdom RED10 Full time

Commercial Insurance Broker


This is an exciting opportunity for a dedicated and experienced broker with commercial expertise to join a thriving team


KEY REQUIREMENTS:

  • At least 2 years of experience as a Commercial Insurance Broker
  • Cert CII qualified, proficient in Acturis, strong commercial awareness


THE ROLE:

You will handle claims across various products, ensuring service standards are met or exceeded. Maintain an efficient diary system to track and chase claims and develop a comprehensive understanding of Acturis. Provide claims information and reports to the broking department and clients, manage complex claims according to company procedures, and communicate effectively with clients and insurers. Produce Management Information (MI) and claims reports as needed, meet with clients to present claims information, undertake ad-hoc tasks as requested by management, and continuously update your CPD to keep skills and knowledge current.


THE CANDIDATE:

We are seeking a professional individual who has proven experience in supporting directors in managing a growing client portfolio, delivering cross-sell opportunities, and ensuring FCA compliance. You will provide quality advice and excellent service to clients, maintaining accuracy, efficiency, and professionalism. Required qualifications include Cert CII, at least 2 years of commercial broking experience, proficiency in Acturis, strong commercial awareness, and excellent skills in Excel, Word, and presentations. Preferred qualifications include DIP CII or progress towards it, and at least 5 years of commercial broking experience.


THE CLIENT:

Leeds based insurance broker


commercial insurance broker / broking / cert cii / dip cii / insurance / acturis



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