Commercial Insurance Account Handler role within a 50 year experienced family-run broker, offering comprehensive insurance, delivered with care, attention, and simplicity. The firm is a small but mighty insurance broker, with strong core values and a great reputation in the Essex area and beyond.
The firm prides itself in offering a truly independent service, separating them from online comparison sites.
They deal with a wide range of Commercial insurance, including, business, fleet, public liability, motor trade, employers' liability, and more. They are looking for an experienced account handler to provide clients with the best possible service, and to onboard new business. This is an exciting opportunity within a great firm.
Commercial Insurance Account Handler Position Overview
1.Client Relationship Management:
- Build and maintain strong client relationships, serving as the primary point of contact for client inquiries and requests.
- Understand clients' insurance needs and provide tailored advice and solutions.
- Policy Management:
- Assist clients with policy enquiries, changes, and renewals.
- Ensure accuracy in policy documentation, endorsements, and certificates of insurance.
- Collaborate with underwriters to negotiate and secure the best coverage terms for clients.
- Risk Assessment and Analysis:
- Analyse clients' risk profiles and insurance needs to identify gaps and opportunities for coverage improvement.
- Stay informed about industry trends, emerging risks, and regulatory changes that may impact clients.
- Policy Compliance:
- Ensure clients' insurance policies comply with industry regulations and contractual obligations.
- Keep clients informed about changes in regulations and their implications.
- Documentation and Reporting:
- Maintain accurate and organised electronic client files and documentation.
- Prepare and deliver regular reports to clients on their insurance portfolios.
- New Business Development:
- Identify opportunities for upselling and cross-selling insurance products.
- Collaborate with colleagues to support business growth.
- Insurance Knowledge and Training:
- Stay updated on insurance products, coverage options, and industry best practices.
- Participate in ongoing training and professional development.
- Customer Service Excellence:
- Provide exceptional customer service to clients, addressing enquiries and concerns promptly and professionally.
- Ensure client satisfaction and retention through attentive service.
- Quality Assurance:
- Conduct "peer" quality checks on documentation and files, as required by the business to minimize errors and ensure accuracy.
- Implement continuous improvement measures to enhance efficiency.
- Other Duties:
- The responsibilities listed are not exhaustive and may be varied from time to time as dictated by the changing needs of the business. The job holder will be expected to undertake other duties as appropriate and as requested by their line manager.
Commercial Insurance Account Handler Position Requirements
- Strong knowledge of insurance products, underwriting principles, and industry regulations.
- Exceptional communication and interpersonal skills.
- Attention to detail and accuracy in policy management and documentation.
- Strong problem-solving and analytical abilities.
- Ability to work effectively in a team and collaborate with various stakeholders.
Commercial Insurance Account Handler Position Remuneration
- £30-40k annual salary dependant on experience
- Fully in office role
- A range of benefits to be discussed
Bennett & Game Recruitment are acting as a Recruitment Agency in relation to this vacancy.
Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, and contact you in relation to this application and the services we offer.