Commercial Account Handler

Posted 7 March by Proactive Personnel
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Outline:

Are you currently working as a Commercial Account Handler and seeking a new role within a progressive company that offers funding for qualifications and a great working environment? Our client is a well-established, independent insurance brokerage based in Market Drayton, Shropshire, they are currently seeking an experienced Commercial Insurance Account Handler to join their successful team.

The Job Role:

  • An all-round Commercial Account Handler role which includes:
  • Delivering excellent service to existing clients and supporting sales activity to win new clients.
  • Provide administration support to Directors & Account Executives on Commercial cases.
  • Provide new business quotations for many classes of Commercial Insurance, providing relevant advice, information and guidance.
  • Take instructions from new clients, ensuring cover commences at the correct time, all relevant paperwork is completed, premium is collected and relevant records and diary entries are created.
  • Take instructions from existing customers in respect of alterations to existing policies.
  • Offer renewal of existing clients’ policies.
  • Check thoroughly all client documentation before despatch, ensuring queries are raised and amendments completed.
  • Control your own diary system, ensuring all items are followed up by the due dates, particularly in relation to outstanding documentation from clients or insurers, premium payments and survey matters.
  • Assist customers with enquiries relating to claims, either by direct involvement with the insurer concerned if appropriate, or providing contact names and telephone numbers for customer own direct contact.
  • Assisting with claims administration where necessary.

Experience/ Requirements:

  • You MUST have a Minimum 3 years experience within a Commercial Account Handler role.
  • You will ideally be CERT CII qualified although this isn’t essential.
  • You will be self motivated, driven and have the ability to hit the ground running.
  • You will be a team player who can communicate with people at all levels.

The Package:

  • A basic salary of £18k - £25k dependant on experience.
  • Funding for qualifications available.
  • A full time permanent role.
  • Hours of work - 9:00am to 5:15pm Monday to Friday & one Saturday in four 9.30 to 12.00.
  • 20 - 25 days holiday plus bank holidays.
  • Working within a growing and successful business.
  • Pension.

Reference: 37449595

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