Senior Commercial Account Handler

Job title: Senior Commercial Account Handler

Salary: £40,000 – £50,000

Location: London – Hybrid

Purpose of role:

As a Senior Commercial Account Handler, you will play a crucial role in providing a comprehensive insurance service to both existing and potential new clients. Your role will be pivotal in ensuring client satisfaction, business growth, and operational excellence.

Key responsibilities:

• Efficiently manage and administer a commercial insurance portfolio, ensuring meticulous compliance and cost-effectiveness in all transactions.
• Proactively identify and convert growth opportunities through referrals, cross-selling, new client acquisition, and proactive sales initiatives, driving business expansion.
• Cultivate strong relationships with clients, insurers, and service providers, fostering trust and collaboration to deliver exceptional service.
• Collaborate closely with colleagues within a team environment, leveraging collective expertise for the benefit of clients and the business.
• Provide new business quotations promptly, offering relevant advice, information, and guidance to clients.
• Promptly execute client instructions, ensuring timely commencement of cover, completion of paperwork, premium collection, and accurate record-keeping.
• Work with Account Executives to strategise renewal approaches, identify cross-sale opportunities, and negotiate with underwriters for optimal client outcomes.
• Offer timely renewals of existing client policies with current or new insurers as appropriate, conducting thorough document checks and diary management.
• Maintain up-to-date client records on the company’s electronic filing system, adhering to data protection regulations.
• Identify, plan, and achieve cross-sale opportunities while providing risk management advice and prevention information to clients, collaborating with insurers.
• Provide clients with support during claims processes, offering guidance and assistance throughout.
• Collaborate with the Accounts function as needed, assisting in credit control activities with relevant customers.
• Accompany Account Executives on client visits when necessary, acting as a referral point for day-to-day requests.

Experience:

• Previous experience in a similar role with comprehensive knowledge of insurance classes.
• Strong interpersonal skills and excellent communication abilities, particularly proficient over the phone.
• Capability to work efficiently under pressure and adeptly prioritize workload.
• Excellent planning, organizational, and time management proficiencies.
• Demonstrated ability as a team player with a determined drive to succeed.
• Possession of negotiation skills.
• Consistently operates compliantly with a sound understanding of regulatory requirements.
• IT literate with proficiency in client systems and Microsoft packages.
• Ideally qualified to Cert CII level or willing to attain this with support from the business.
• Acturis System Experience:
• Past familiarity with the Acturis computer system preferred (not mandatory).

Benefits :

• Company Pension Scheme
• Private Medical Insurance
• Income Protection
• Plus many more

If you have the relevant experience or know someone that does please contact me now on 07458 162842 or email me at joe@lawesgroup.co.uk