Commercial Account Handler – Complex Commercial

• 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

• 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

Acturis insurance broking software knowledge is an advantage

• Competitive salary package & benefits
• Joint Pension contribution scheme
• Salary Sacrifice options including dental and healthcare
• Discounts site for restaurants, cinema, retailers
• Cycle to work scheme
• Health & Wellbeing programme
• Casual dress code in office
• Performance related bonus
• Annual leave that rises with length of service