The role of Commercial Account Handler is to manage a portfolio of existing clients, dealing with insurance issues relating to changes in their requirements and renewals. Develop new business enquiries and cross sell our business solutions suite of products and services.
Principal Accountabilities:
- Accountable for your own portfolio of clients, managing the relationship effectively to ensure the retention and growth of the portfolio.
- Responsible for the renewals relating to policies achieving > 90% retention rate.
- As part of the Existing Business team responsible for the overall management of the existing book, dealing with MTA’s, MTC’s, claims and additional covers such as Excess Layer, D&O.
- Underwrite and consider each risk before presenting to insurers, the Schemes Manager and authorised signatories.
- Identification and development of new business opportunities.
- Cross selling and upselling of the Business Solutions products: Energy, Telecoms, IT, Employee Benefits, Recruitment & Consultancy, Business Supplies, Health Protection, Wealth Management & Finance and Risk Management meeting monthly and annual targets.
- Obtaining leads and cross selling the Non-Scheme products that are relevant to your clients.
- Dealing with all calls of a technical nature from the Insurers and the clients.
- Being the customer face for your clients claims.
- Updating the CRM at all touchpoints to ensure valid MI can be taken out of the system to supports SLA’s and KPI’s.
- Delivering good customer service by responding swiftly to queries and concerns from clients, insurers and brokers.
- Attending team meetings and sharing best practice with wider QCG team.
- Completion of training and development hours to support CPD and CII including mandatory modules via Broker Assess to comply with FCA regulation.
- Following TCF principles and applying FCA’s 6 key outcomes to your role.
- Ensure all statutory and company legislation is followed to protect clients, colleagues and business interest.
Knowledge and Experience
- working towards or prepared to study for CII exams.
- Technical knowledge of commercial insurance
- Commercial broking experience essential.
- Knowledge of General Insurance products which are applicable to the sector.
- Proven experience in managing relationships with customers, insurers and key stakeholders.
- Active and working knowledge of FCA compliance.
Skills
- Articulate and presentable with the ability to communicate effectively both verbally and in writing.
- Able to work co-operatively with other team members.
- Adaptability and management of the continual changes within the insurance landscape.
- Ability to work under pressure.
- Excellent negotiation skills.
- Capable of working on own initiative and managing own workload effectively.
- Competent with Microsoft office suite, word, excel, outlook and databases.
Remuneration and Package for the role of Commercial Account Handler:
- Competitive Salary
- Company pension after qualifying period
- Employee Benefits package
- Healthcare CashPlan after qualifying period
- Private Health Insurance after qualifying period
- Thursday club (drinks and socials!)
- Regular company social events
**Join us and contribute to our dynamic, client-focused team.**
Submit your up to date CV to be considered for this role.
All offers of employment are subject to satisfactory references.
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