Senior Commercial Account Handler

• To support the development of our clients in accordance with the Group plans and objectives.
• To develop a portfolio of profitable business using the approved insurer panel and in line with your agreed performance objectives.
• To be responsible for the administration and servicing of Clients and Insurers needs in line with your agreed performance objectives.
• To remain compliant, making effective use of core systems whilst providing sound Client and Insurer administration.
• To perform all aspects of your role with our clients’ values at the heart of everything you do; Principled, Practical and Positive

REQUIRED KNOWLEDGE, SKILLS, and BEHAVIOURS

• Good working knowledge of General Insurance contracts including:
  • Property
  • Casualty
  • Motor, Financial Lines
  • Marine
  • Awareness of Aviation
• Good IT skills on core Microsoft office systems
• Good behaviours in line with our clients’ Values
• Delivery of:
  • Technical & Strategic Knowhow
  • Communication
  • Quality Focus
  • Adherence to Systems & Procedures
  • Problem Solving & Solution Focussed
  • Teamwork
  • Planning Organising & Agility
  • Self-Development

KEY DUTIES and RESPONSIBILITIES

• To develop effective relationships with Clients and Insurers to maximise business opportunities Support AD’s in achieving their income targets and other relevant Key Performance Indicators.
• To work within your stated Licence limits and in accordance with standard systems and procedures.
• To place business with the agreed Insurer Panel, referring unusual and/or complex cases to an experienced colleague.
• To undertake general broking activities as required including dealing with, Client queries and correspondence.
• New Business, Renewals, and Adjustments.
• Ensuring effective reviews of sums insured, limits and covers, with clear communication of terms, conditions, warranties, and pricing.
• Timely completion of risk requirements following Insurer surveys.
• The effective management of your diary.
• To ensure timely adherence to Credit Control queries.
• To attend meetings, training and other company events as requested.
• To undertake any other reasonable duties as requested by management on an ad-hoc basis.

BEING PART OF THEIR TEAM

• Uphold the integrity of the Company Values; Principled, Practical and Positive in all aspects of your work and in your dealings with Clients, Insurers and Colleagues.
• In conjunction with the whole team build a positive culture and team philosophy of trust, honesty and transparency throughout the Group.
• Abide by regulatory standards ensuring you operate in a compliant manner and  treat customers fairly in all you do.