Commercial Account Handler, Stockport

Posted 10 November by Yes Agency


Our client a brokerage based in Cheshire, who specialise in General insurance, are now seeking an additional Account Handler with a minimum of 2 years commercial insurance experience.

The Role
The Successful Applicant will be responsible for providing a customer service, expert and prompt advice and support to an allocated client base. Carrying out administration support to other Brokers and Management as required. Must be able to work in line with Company best practice and FCA legislation. To ensure and work towards company objectives that will provide towards the delivery of agreed departmental strategy and team goals by adding value to the company overall

Main duties / Responsibilities in order of priority
Effective and timely communication with all clients - email, letters & telephone. 

Review the demands and needs of all customers and advise on the appropriate insurers and cover

Prepare presentations, renewal reports as required 

Build relationships with Key Insurers and knowledge of relevant markets 

Assist on new placements & new product requirements 

Checking and issuing of insurance documentation and inviting renewals 

Complete various reports as required throughout the insurance cycle 

Liaise as necessary with insurers in relation to client’s policies 

To actively cross sell additional products and services


Qualification / Education required

English, Maths and or working towards CII qualifications is desirable

Skills required

Able to use own initiative 

Ability to work as a team player 

Practical working knowledge of current FCA regulations 

Experience of adhering to and maintaining systems and procedures 

Excellent interpersonal skills, including the ability to consult and influence at all levels 

Excellent communication skills, written and verbal 

Ability to develop effective working relationships externally and internally 

Personal effectiveness, including time management and priority setting 

High personal drive and resilience 

Ability to persuade, motivate, negotiate and influence 

Continuous application of personal/professional development

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

Application question

Have you a minimum of 2 years commercial account handling experience?

Reference: 33768425

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