The Commercial Lines Account Handler works closely with insurers, underwriters and clients to perform day to day servicing of assigned accounts in addition to winning new business.
Annual renewals (this is the main part of the role, responsible for overseeing all renewals for the commercial team).
Follow leads given to generate new business
Cross sell all products
Deal with claims passed by directors
Customer service from inception to sale completion
Assist Commercial team with property owners when required
Weekly statement reconciliation
Sales - insurance products: travel, home, gadget, motor, high/mid net - unoccupied - none standard (i.e. flood)
Daily feedback to directors on sales results
- Commercial Awareness
- Customer Service