Commercial Account Handler

Role Profile  :  Commercial Insurance Account Handler

As a Commercial Insurance Account Handler, you will play a vital role in managing and servicing commercial and personal lines commercial insurance accounts. This position requires an understanding of insurance products, excellent communication skills, and the ability to build and maintain relationships with clients.

Key Responsibilities

Client Relationship Management

• Build and maintain relationships with commercial clients.
• Work with the team to ensure clients receive a first class service
• Act as a point of contact for client inquiries, providing timely and efficient responses.

Policy Management

• Assist clients in taking out new policies and support them with their policy renewals.
• Process new business quotations and policy renewals.
• Handle policy amendments and updates as required.

Market Research

• Stay informed about industry trends, regulations, and changes in the commercial insurance market.
• Provide clients with updates on relevant changes that may impact their insurance needs.

Documentation & Record Keeping

• Maintain accurate and up-to-date client records and policy documentation.
• Ensure compliance with regulatory requirements and company policies.

Collaboration

• Collaborate with colleagues in other offices to address client needs effectively.
• Provide feedback to improve processes and enhance customer service.

Qualifications & Skills

• Minimum three years experience in an insurance environment
• Knowledge of insurance products and regulations.
• Excellent interpersonal and communication skills.
• Analytical mindset with attention to detail.
• Ability to work independently and as part of a team.
• Proficient in using insurance management software and Microsoft Office Suite.

Personal Attributes

• Customer-focused with a commitment to delivering exceptional service.
• Adaptability and the ability to thrive in a dynamic and fast-paced environment.
• Strong problem-solving skills and a proactive approach to challenges.
• Ethical and trustworthy, maintaining confidentiality and integrity.