Commercial Account Handler - Public Sector

Job Description


Role: Commercial Account Handler - Public Sector
Location: City of London
Salary: GBP28,000 - GBP33,000
Industry: Insurance, Public Sector, Commercial, Property, Liabilities

Our client, a leading Public Sector insurance broker is looking to recruit a skilled and motivated Commercial Account Handler with knowledge of general commercial products including Property and Liability.

Job Purpose:

To act as an Account Handler in the best interests of the company. This role will be responsible for servicing accounts in an efficient manner. Servicing accounts for Public Sector clients in an efficient manner within the renewals lifecycle process. Supports the Associate Directors, Senior Account Executives, Producers and Brokers, meeting client demands and needs in order to achieve optimum profitable renewal retention rate and growth.

Key Accountabilities/Responsibilities:

Assist in renewal process, preparation of submission and the gathering of information
Obtain renewal terms for customers and identify potential alternative quotations before producing presentations for account managers to discuss with customers
Prepare documentation for existing customers in relation to renewals and mid-term adjustments in partnership with management
Follow up on new and existing renewal business quotations and lend support to Brokers
Ensure all customer details are recorded accurately and entered onto system in a timely fashion
Under supervision, prepare renewal closings from renewal meeting minutes and ensure cover bound by renewal date
Assist in the RFP process as directed by senior team members
Deal with Insurer queries in relation to customer policies
Assist with customer queries relating to existing policies and liaise with insurers regarding potential changes and new terms for policies
Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required
Secure delivery of policy documentation from Insurers and check prior to approval and release by Account Executive
Manage accounts and process payments by deliverable dates
Deal with account queries and credit control matters, ensuring they are resolved efficiently and any concerns are raised
Deal with general account queries, and ensure that they are resolved efficiently
Perform miscellaneous office duties in support of account servicing
Manage own workload in order to effectively service the client relationship and ensure placements are completed within client deadlines
Qualifications required:

Holding/working towards one of the Chartered Insurance Institute Qualification: Dip CII/ FIT (Fitness Insurance Test) desirable
Educated to GCSE standard or equivalent
Technical Knowledge:

Basic knowledge of general insurance (London Market / Lloyds and Industry) products, services, classes of insurance including underlying legal principles and practices relating to risk within own role capacity

Demonstrable previous experience within support role
Followed instruction with efficiency working to TOM (Target Operating Model) targets
Demonstrated rapport-building experience with colleagues
Evidence of effectively prioritising risks to manage concurrent workflow
Due diligence in administration and policy checks/processes
Good knowledge of client market and insurance industry network
Able to quickly grasp and interpret salient information
Worked to deadlines and able to anticipate change

Good client service focus
Able to identify potential risks/issues and seek advice/consultation when required
Due diligence and process driven to deadlines
Risk aware in customer handling
Proactive in customer-care
Good communication and interpersonal skills
Excellent planning and analytical skills
Deals with ambiguity
Accuracy and attention to detail
Takes initiative when assisting team members
Continually builds industry knowledge
MS office proficiency
Eligibility Requirements:

Eligible to work in the UK
If you have the relevant experience or know someone that does please contact us now on 0203 727 2315 or email us at
To view all Current Vacancies or for more information on our Refer a Friend scheme, contact one of our consultants or visit our website
Please Note: Due to the sheer volume of applications we receive, we will only contact successful applications. Therefore if you have not heard from us within 10 working days please deem your application as unsuccessful.


This job was posted by.

Derrick Smart


Tel: 0203 727 2315

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