Commercial Account Handler

Commercial Account Handler Role Overview:
The Commercial Account Handler plays a vital role in supporting two Commercial Account Managers by ensuring the retention and growth of an allocated portfolio of commercial clients. This position involves a variety of tasks aimed at providing exceptional service and facilitating the smooth operation of client accounts.
Key Responsibilities:

• Support Account Managers: Provide daily assistance to Commercial Account Managers, keeping them updated on client policies and portfolio developments.
• Policy Management: Process renewals, handle queries, manage cover instructions, and execute mid-term amendments and claims for various policy types, including:
  
  • Commercial Combined
  • Combined Liability
  • Motor Fleet
  • Shops and Offices
  • Property Owners
  • Directors and Officers
  • Cyber
  • Professional Indemnity
• Market Engagement: Assist in obtaining market terms for new clients and extensions of cover for existing clients.
• Client Interaction: Engage with clients, insurers, and colleagues to maintain and manage essential information and documentation effectively.
• Relationship Building: Establish and nurture relationships with key insurance contacts to enhance service delivery.
• Compliance: Ensure adherence to compliance standards and relevant codes, such as the Consumer Protection Code 2012.
• Team Collaboration: Actively participate in team meetings and contribute to a collaborative work environment.

Candidate Profile:

• Previous experience in a commercial insurance broking or direct insurer environment is essential.
• APA / CIP qualification in commercial lines is required, subject to Fitness and Probity Standards.
• A dedicated team player who prioritizes customer satisfaction and works towards retaining clients through strong relationship management.
• Excellent interpersonal and communication skills are crucial for effective client and colleague interactions.
• Strong attention to detail and problem-solving abilities are necessary to manage complex client needs effectively.

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