Commercial Account Handler

• Provide day to day support and servicing to existing clients on their insurance needs, e.g., issuing renewals and renewal comparisons
• Deliver exceptional service to customers with professionalism, empathy, and efficiency
• Understand customer needs thoroughly through active listening and informed discussions
• Handle ad hoc customer requests as they arise including mid-term adjustments, claims reporting and management
• Identifying new business opportunities and following up by issuing quotations to the client
• Carry out robust due diligence on customer risks and identify suitable market options and cover solutions
• Maintain correct and clear documentation and file notes in line with system protocols (e.g. Applied Relay)
• Contribute positively to a team-focused, professional, and solution-oriented environment

• APA or CIP qualification (or working towards)
• Experience working within a broking (personal or commercial) team with an understanding of insurance products and processes
• Strong interpersonal and communication skills with a customer-first mindset
• A prominent level of attention to detail and an investigative mindset
• A collaborative team player who supports teammates and team leaders alike
• Excellent time management, with commitment to reliability and productivity
• Willingness to take initiative and help drive a positive team culture
• Understanding of and compliance with fitness and probity standards and the Minimum Competency Code

Experience using Relay is helpful but not essential

• A supportive and collaborative team culture
• Continuous professional development opportunities
• Opportunity to make a real impact within a growing and dynamic business
• Competitive salary and benefits package