Commercial Account Handler, South Manchester/Cheshire

Posted 10 November by Yes Agency

Our client a growing brokerage in South Manchester is seeking a Commercial account handler with a minimum of 4/5 years experience to deal with the following:-

• Manage renewals for allocated accounts - (send chase / reminders). Negotiating with markets and our insured to retain business and encourage client / broker loyalty. Assist VL where necessary

• Account Maintenance -Day to day account handling. Build relationship with insured, discuss rate increase/decreases and provide advise/guidance on levels of cover or additional insurance needs.

• Claims handling process - oversee the claims and monitor the progress, ensure database is kept up to date. Claims move forward with both clients and handlers kept informed.

• Developing a process to manage insured’s expectations re: settlement and handling of the claims procedure with L/A, Insurers and client. Oversee the claims process with suggestions of how to proceed and encourage understanding client perspective.

• Issue policy documents/endorsements and finance agreements and administer client accounts .

• Man phones and oversee colleague’s emails when out of office and share workload when needed or staff levels are low.

• Support colleagues wherever necessary and particularly work to encourage and help to develop better practices and provide high standards of service.

• New business enquiries - discuss client needs, allocate appropriate markets or use on line quote engines, or refer to the Managers. Liaise with clients via email, telephone and face to face visits where possible.

• Provide supporting role to the Directors

For more information on this role, please contact The Yes Agency. The Yes Agency is a registered insurance recruitment agency based in Manchester. Please note due to the amount of applications we receive, if you do not hear back from us within two weeks, then unfortunately on this occasion your application has been unsuccessful. For similar roles within insurance, please check out our website at www.theyesagency.co.uk

Required skills

  • Commercial Insurance
  • Key Account Handling
  • Broking
  • Mid-Market Commercial

Application question

Have you a minimum of 4 to 5 years Commercial Account Handling experience?

Reference: 32421519

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