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Commercial Account Broker

https://www.lawesrecruitment.co.uk Logo

Lawes Consulting Group

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Location:
United Kingdom , Bristol

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Category:

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Contract Type:
Employment contract

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Salary:

40000.00 GBP / Year

Job Description:

The Commercial Account Broker will handle commercial lines insurance business, manage customer details, obtain renewal terms, prepare renewal closings, address queries, and ensure compliance with legal and regulatory policies.

Job Responsibility:

  • Generate documents for new customers, as well as any mid-term adjustments and renewal information
  • Record all customer details accurately and input them into the system promptly to maintain data integrity
  • Obtain renewal terms for customers, exploring alternative options before providing the optimal solution
  • Prepare renewal closings based on meeting minutes and ensure coverage is bound by the renewal date
  • Address insurer and customer queries regarding their policies
  • Handle account queries and credit control matters
  • Adhere to fundamental legal and regulatory policies related to internal policies and the insurance contract

Requirements:

  • Previous experience handling commercial lines insurance business, ideally gained in a broking, MGA, or insurer environment
  • Knowledge of managing mid-market to corporate clients would be beneficial
  • Previous experience in the insurance industry is essential
  • Track record of working towards targets within a regulated, measurable framework and achieving SLAs
  • Demonstrate risk awareness in handling customer information
  • Customer-centric approach
  • Diligent and process-driven
  • Excellent communication and interpersonal skills
  • Strong planning and analytical skills
  • Proficiency in MS Office
  • Experience with Acturis would be advantageous
  • Eligible to work in the UK

Nice to have:

  • Knowledge of managing mid-market to corporate clients
  • Experience with Acturis

Additional Information:

Job Posted:
March 27, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

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