Commercial Account Handler

• Arrange and secure appropriate cover for new business and renewals
• Recognise and highlight cross-sell opportunities or uninsured areas and involve key stakeholders
• Manage assigned renewals, MTAs and quotations in line with company processes and placement strategy
• Understand clients’ risk exposures and insurance needs to ensure suitable coverage
• Build, manage and maintain relationships with internal and external brokers to support business growth
• Promote the company brand, product range and value propositions to create new opportunities
• Attend conferences and industry events to strengthen relationships and stay updated on market trends
• Manage aged debtors within agreed service standards, escalating where appropriate
• Handle claims in line with company procedures, referring to the in-house claims team when specialist input is required
• Carry out any other duties required by the business
• Liaise with insurers and brokers to obtain quotations and resolve policy or claims queries within SLAs
• Maintain accurate and compliant records on all relevant systems for audit and workflow purposes
• Monitor premium finance options and ensure clients have the most appropriate arrangements
• Identify and act upon cross-sell opportunities during client interactions
• Support smooth handling of MTAs, renewals, and new business submissions
• Communicate with internal teams and stakeholders to progress placements and resolve issues

• To be a strong communicator with the ability to manage internal and external relationships
• To have strong influencing, negotiating, problem solving and analytical skills
• To be highly organised
• To be target driven and highly motivated
• To be a team player with a can-do attitude
• Adaptable, focused, and professional
• Effective at managing expectations
• To have a confident telephone manner
• To be able to quickly develop a knowledge and understanding of company processes and business goals
• To recognise the importance of self-development, and to ensure all learning and development modules are up to date
• A good level of knowledge of the Financial Services market and regulatory framework
• To have a sound understanding of commercial clients and their insurance needs
• To have broking skills and a detailed knowledge of the core range of policies
• The ability to achieve and maintain a high level of customer service at all times
• A good knowledge of the core range of available insurance policies
• Knowledge and use of company key insurer products and solutions
• To be able to quickly develop a knowledge of operating structures, processes, and objectives of the client’s business. To include a good working knowledge of specialist operations (e.g., sub-contracting)
• Sales and service process knowledge, particularly sales through service
• Strong time management
• To keep up to date with insurance industry developments and regulatory changes
• Use of account management systems and Microsoft Office
• To be able to quickly develop a knowledge and understanding of company processes and business goals
• Minimum Cert CII
• To achieve Certificate in Insurance status within two years of starting with the company
• Ideally 3 Years of general insurance experience

Previous experience of Acturis is desired