Commercial Account Handler

Posted 6 days ago by Watton Hall
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Job Spec - Commercial Account Handler

Watton Hall are working with a hugely successful and growing Insurance Brokers’ based in Surrey.

Because of this continued growth, we are looking for a Commercial Account Handler in line with the below criteria:

Essential Skills:

  • Candidates will need to have at least 2 years’ experience in a similar role within an insurance broker/insurer.
  • Excellent planning and organisational skills and good attention to detail.
  • Favourable team working skills and ability to work with minimal supervision.
  • Proven desire to update knowledge and skill set when required.
  • Written and spoken communication skills that allow you to inform and advise others clearly.
  • Good problem solving and negotiation skills.
  • A strong work ethic and a professional approach to all aspects of business internally and externally.
  • Must have knowledge of fleet insurance.

Main Duties and Responsibilities:

  • Achieve all individual sales KPI targets set by the company, whilst managing customer and team expectations.
  • Build and maintain effective relationships with underwriters.
  • Provide point of contact for customer enquiries, dealing with these through to a successful outcome.
  • Question existing customers effectively to ensure renewal premium is based on correct information.
  • Identify further selling opportunities (including up selling) and be able to close renewals effectively.
  • Overcome objections to maximise sales opportunities.
  • Explain the features and benefits of policies to clients.
  • Deliver customer service in line with 'best practice’ and ensure compliance to relevant policies.
  • To provide an efficient and effective service to customers, understanding their needs and requirements and working to exceed these wherever possible.
  • Accurately process new business and renewal documentation and send to clients in an effective and timely manner.
  • Effectively deal with incoming post and email enquiries.
  • Maintain accurate records and computer files.
  • Demonstrate a positive, enthusiastic, committed and flexible attitude towards other team members, recognising the importance and benefits of effective team working.
  • Attend team and staff meetings as and when required.
  • Carry out any other duties within the scope, spirit and purpose of the job as requested by your manager/team leader.

Required skills

  • Commercial Insurance
  • Customer Service
  • Insurance
  • Sales
  • Account Handlers

Reference: 37002298

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