Commercial Account Handler

Commercial Account Handler

Location: Mansfield

Package: Negotiable + Benefits

Real Insurance, a valued part of Brown & Brown (Europe), are looking for an experienced Commercial Account Handler to join their successful team.

While having been in business for over 45 years, Real believe in a modern way of working within the insurance market, and this is borne out in their dedicated and professional workforce.

This role is designed to assist client with day to day requirements (MTA's, document queries, SME renewal reviews) whilst supporting the Account Executives with renewal preparation and new business quotations.

Key Responsibilities will include:

• Assist Account Executives in achievement of their New Business and Renewal targets through proactive administration and client support.
• Proactively support the Account Executives with collating Pre-Renewal information which would include the generation of Pre-Renewal Reports, Credit Checking and collation of documentation that is requires completion for the renewal process.
• Assist the Account Executive by updating the client insurance requirements within the risk details on Acturis.
• Receive and review meeting notes and provide appropriate amendments to insurers and request renewal terms in accordance with agreed deadlines.
• Assist the Account Executive with sourcing alternative quotations for Client as required by the renewal strategy ensuring that the risk submission is comprehensive and accurate.
• Receive and negotiate quotations with Account Executives.
• Prepare Client Reports detailing our recommendations to a high standard noting all terms and conditions.
• Receive closing instructions and ensure that these are actioned accordingly.
• Submit closing instructions to all insurers and achieve confirmation of cover.
• Arrange regular review meetings with the Account Executives to ensure the daily and weekly workloads are apportioned and managed correctly
• Adhere to FCA regulations and requirements.
• Comply with company procedures and policies.

Previous Commercial insurance experience is essential to be considered for this position.

For more information please apply online or contact Dan Hurley at Brown & Brown Insurance.