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Your position as Commercial Account Handler (Broking Support) is an important role in providing technical, customer relationship and administrative support to a nominated Account Executive (AE) and the wider Team. In this role you will be responsible for handling commercial & and more complex risks for clients across a range of industries and their cross class commercial insurance needs. You will deal with existing business and new business broking opportunities whilst also having the opportunity to visit clients. Servicing client accounts 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.
Job Responsibility:
Work with Account Executives in achievement of their New Business and Renewal targets through proactive administration and customer support of the AE
Proactively support AE’s through management of their prospect pipeline, provide profiling support to AE on prospects through use of telephone, other media and by accessing information within the public domain
Be aware of current New Business appointments and undertake some pre visit fact finding on behalf of the AE
In advance of new business visit obtain quotations for possible up sales
Make client renewal appointments on behalf of the AE and accompany them on approximately 1 or 2 a month to enhance client relationship
Prepare detailed Renewal Review reports on behalf of the AE and obtain current claims experience where needed
Obtain quotations for agreed ‘up sales’ and include in review document
Broking New Business or Renewals to the market in agreement with AE strategy preparing a comprehensive and high quality business submission document
Deal with incoming enquiries from clients, insurers and other third parties in a professional and timely manner involving the relevant AE if necessary
Maintain an efficient diary system including age debtors lists, accounts queries, chasing documentation and renewal terms
Liaise with insurers and other third parties regarding the administration of client’s insurance needs
Provide high level administration and customer support to another colleague on occasions, as directed by the Commercial Administration Team leader
Requirements:
At least 2+ years commercial insurance experience either broking or underwriting
Ability to handle new business enquiries, renewals and midterm adjustments of various insurance policies
Excellent understanding of Commercial Insurance products and insurance options
Commitment to progress towards Cert CII
Nice to have:
Acturis insurance broking software knowledge is an advantage
What we offer:
Competitive salary package & benefits
Joint Pension contribution scheme
Salary Sacrifice options including dental and healthcare