Senior Account Handler - Commercial Insurance

Senior Account Handler - Commercial Insurance

Job Market - General Insurance

Senior Account Handler - About the role

You will be providing quotations on all types of Commercial Insurance, via the telephone, using e-trade systems, face to face or in writing, placing cover when instructed, inviting and confirming renewals and dealing with mid-term adjustments, and where appropriate looking after claims.

The role includes a mix of handling your own clients end to end and working with Account Executives to look after clients’ needs.

Senior Account Handler - Key duties

Service and administer a portfolio of commercial insurance clients in a timely, professional, compliant, and cost-effective manner.

Identify and convert growth opportunities from referrals, cross-selling, new client sourcing and proactive sales activity.

Providing new business quotations on request, providing relevant advice, information and guidance

Taking instructions from clients, ensuring cover commences at the correct time, all relevant paperwork is completed, premium is collected, and relevant records and diary entries are created.

Working with the Account Executives to plan strategy i.e., renewal approach, identify cross sale opportunities.

Negotiating with Underwriters to achieve optimal outcome for clients.

Offer renewal of existing clients’ policies with current insurer or move to a new insurer, as appropriate.

To accompany Account Executives on client visits when required to

Senior Account Handler - Key requirements

The ideal candidate will have:

A minimum of 3 years commercial broking experience

Knowledge of the following classes of insurance - Property, Casualty, Motor, Construction and Financial Lines for a variety of trades/industries.

Be qualified to Cert CII level or be prepared to attain this with support from the business.

For a full and detailed job specification and confidential discussion about the role and client please contact Tony Martin