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Our client is looking to add an experienced SME Account Handler to their team. This role involves managing e-traded commercial insurance accounts, fostering strong client relationships, and supporting business growth, with opportunities to work with specialised schemes.
Job Responsibility:
Build and maintain strong client relationships, providing tailored insurance solutions and acting as the primary point of contact for advice and support
Identify and pursue new business opportunities through networking, referrals, and market insights, generating leads and successfully closing opportunities
Manage policy renewals, negotiate competitive terms with insurers, and regularly review client portfolios to reflect changes in risk or business activities
Ensure full compliance with FCA regulations and Consumer Duty obligations, providing guidance to clients and maintaining accurate documentation
Collaborate with colleagues to ensure seamless service delivery, contribute to team objectives, and share insights and best practices to improve outcomes
Stay informed on market trends, industry developments, and regulatory changes, maintaining strong relationships with insurers, brokers, and key industry contacts
Deliver high standards of service consistently, proactively addressing client needs and ensuring client satisfaction across all interactions
Manage a portfolio of SME clients, providing tailored insurance solutions
Conduct policy reviews and advise on risk management
Requirements:
Experience in commercial insurance, with a focus on e-traded package policies
Knowledge of insurance products, markets, and underwriting processes
Proficiency with insurance platforms and client management systems
Track record in business generation and client portfolio management
Understanding of FCA regulations and Consumer Duty obligations
Cert CII qualification or willingness to work towards it
Experience using Acturis or similar systems
Strong communication and negotiation skills
Excellent organisational skills with ability to manage multiple priorities
Proactive and solution-oriented approach to client management
Client-focused mindset, ensuring high service standards
Ability to adapt to changes in the market and organisation
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