Commercial Account Handler

Experience of working as an insurance Account Handler is required and you will need to be able to demonstrate a good understanding of customer service, negotiation skills, broking and market awareness.

• Relevant commercial insurance broking industry experience.
• Handle new business, renewals and mta's for a range of insurance risks
• Knowledge of company industry types and operating conditions
• Ability to develop and maintain client relationships
• Excellent interpersonal, written and verbal communication skills
• Pro-active and self-motivated
• Planning and organisation skills to meet deadlines
• Attention to detail
• Co-operative and supportive team player

Position - Commercial Account Handler
Location - Newport, Wales
Salary - Negotiable

• Negotiable salary package
• Additional benefits (e.g. Pension, Death in Service, Discounts, Holiday)

We are currently looking for a Commercial Account Handler to join the established and welcoming broking team in Newport.

The position will require servicing of client accounts (SME to Corporate) within the renewals lifecycle process, including renewal administration, preparation of presentations to insurers, negotiating premiums with underwriters, processing adjustments and preparing client reports and other documentation.

• To manage, grow and be fully responsible for an account of clients & policies
• To generate revenue and provide a professional and efficient service to all customers through the promotion and recommendation of products in accordance with customer needs and demands, whilst ensuring full FCA compliance.
• Fully analyse a client's current insured and uninsured risks, and where any uninsured risks are identified offer appropriate products and solutions.
• Management of premium payment, finance agreements and overall credit control
• Effectively manage aged debt
• Preparation of market submissions to insurers and policy presentations to clients
• Negotiate policy terms, conditions, premium and income with both insurers and clients
• Review market results, analyse information gathered and undertake sufficient research, to make suitable insurer and product recommendations and demonstrate competency by explaining the extent of cover
• Accountability for delivering excellent customer service and retention for all customers, ensuring achievement of compliant operations with FCA rules and internal policies and procedures
• To regularly propose to clients ideas and proposals that they could follow to improve overall sales performance.
• Maintain appropriate, regular contact with existing clients, to ensure that their insurance requirements continue to be met
• Maintain a proactive approach at all times in seeking to maximise business opportunities with existing and potential new clients
• Securing cross selling business and referrals
• Provide new business quotations for all classes of general insurance on request, providing relevant advice, information and guidance
• Take instructions from new clients, ensuring cover commences at the correct time, all relevant paperwork is completed, premium is collected and relevant records and diary entries are created
• Negotiation and presentation to insurers in order to secure most appropriate cover for the client

This is a good long term opportunity that will suit a Broker/Account Handler with good cross class commercial insurance knowledge that is looking for the next step or to take on wider responsibilities.