Sme commercial account handler Job at Lawes Consulting Group (High Wycombe)

SME Account Handler

We’re assisting a well-established insurance firm in recruiting an experienced a...

Location

United Kingdom , Doncaster

Salary:

30000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Experience in a similar account handling role within the insurance sector or specialism
Knowledge of commercial insurance products and markets
Proficiency in using insurance platforms and client management systems
Strong organisational skills with the ability to manage multiple tasks effectively
Excellent communication and interpersonal abilities, with a focus on client satisfaction
A keen eye for detail and a commitment to accuracy and professionalism
Proactive and solution-oriented, with the ability to anticipate client needs

Job Responsibility

Client Relationship Management: Respond promptly and professionally to client inquiries, foster strong client relationships, and assist with the preparation and renewal of insurance policies
Policy Administration: Accurately process new business, renewals, endorsements, and cancellations, and review policy documentation
Insurer Negotiations: Collaborate with insurers to obtain favourable terms, and negotiate premiums and coverage details
Regulatory Compliance: Ensure all activities adhere to FCA regulations and stay up-to-date with market and regulatory changes
Collaboration and Team Support: Partner with Account Executives and team members to provide seamless client support and share expertise within the team

Fulltime

Commercial Account Handler

We are seeking an experienced Corporate Account Handler to join our client’s suc...

Location

United Kingdom , Suffolk

Salary:

35000.00 - 45000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Previous experience working as an Account Handler within the commercial insurance market is essential
Knowledge within cross class risks such as Hospitality & Leisure, Manufacturing, Property, Casualty, Professional Indemnity, D&O, Motor Trade/Fleet is ideal
Prior experience handling corporate clients would be an advantage, however, experience handling SME commercial business is also valued
Holding or working towards one of the Chartered Insurance Institute Qualifications, Cert CII, Dip CII, or ACII would be an advantage
Educated to GCSE standard or equivalent, with an intermediate knowledge of the commercial insurance industry
Eligible to work in the UK

Job Responsibility

Create documents for new customers about their insurance requirements
Obtain renewal terms for customers and research suitable alternatives to produce presentations
Coordinate all renewal quotes for existing customers along with any mid-term adjustments to be considered
Ensure all customer details are recorded accurately and entered onto the system in a timely fashion
Manage insurer queries in relation to customer policies, confirm cover with relevant insurers, process policies, and chase up outstanding documentation when required
Secure delivery of policy documentation from insurers and check prior to approval and release
Deal with account queries and credit control matters, highlighting any concerns to account managers in a timely manner
Grasp and apply fundamental legal and regulatory policy for internal policies and the insurance contract as required

Fulltime

Commercial SME Account Handler

We are on the hunt for an Account Handler to support our clients team for the ad...

Location

United Kingdom , Surrey

Salary:

35000.00 - 38000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Working knowledge of all the main classes of General Insurance and the CII’s Code of Ethics and GDPR
Must have a minimum of 2 years experience dealing with SME or commercial clients
Good level of technical insurance skills, to be assessed by regular in-house testing
Accuracy and attention to detail
Ability to process work quickly and efficiently
Ability to prioritise work and meet deadlines
Excellent client service skills
Good negotiation and broking skills
Excellent oral and written communication skills
Ability to gather and analyse information from the client

Job Responsibility

Assist in achieving Group/Division client retention targets by providing an excellent level of service
Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary and action meeting points (if applicable)
Undertake market exercise to establish most competitive terms available
Obtain renewal terms and present to client
Issue renewal documentation in line with contract certainty
Ensure premiums are collected prior to the commencement of cover and in line with
Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards
Record all relevant information, correspondence and documentation on Acturis and make effective use of the diary system
Produce accurate and professional documentation at all times using relevant
Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium

Fulltime

Commercial Account Handler

Lawes Consulting Group is delighted to partnering with a growing independent ins...

Location

United Kingdom , North Yorkshire

Salary:

40000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Cert CII qualified would be advantageous
Strong organisational skills
Great communicator and team player
Previous experience working as a Commercial Account Handler within the insurance broking industry
Proven track record of servicing a portfolio of SME to mid-corporate commercial clients across various lines of business
Experience handling policy renewals, mid-term adjustments, and generating new business quotations
Comfortable liaising with insurers and underwriters to negotiate terms and place cover effectively
Familiarity with FCA compliance requirements and maintaining accurate client documentation
Experience supporting Account Executives with client management and business development activities is desirable

Job Responsibility

Manage and service a portfolio of SME to mid-corporate clients across a variety of commercial lines
Handle policy renewals, adjustments, and new quotations in a timely and compliant manner
Maintain strong relationships with clients, insurers, and underwriters
Support Account Executives in developing and securing new business opportunities
Ensure all documentation is accurate, up-to-date, and compliant with FCA regulations
Gathering necessary information for policy renewals and adjustments
Liaise with insurers to obtain competitive quotes and ensure policies are placed efficiently
Maintain accurate records and documentation
Support business development activities through proactive client engagement and relationship management

What we offer

Continued professional development and support with CII qualifications
Friendly, collaborative team environment
Competitive salary and flexible benefits
Generous holiday entitlement plus bank holidays
Flexible working options, including hybrid or remote working

Fulltime