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Commercial Account Handler

IDEX Consulting

Royal Leamington Spa

Hybrid

GBP 30,000 - 50,000

Today
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Job summary

An innovative insurance broker is seeking a Commercial Account Handler to join their dynamic team in Royal Leamington Spa. This hybrid role allows you to work from home while engaging with clients and providing exceptional service. You will be responsible for managing insurance quotations, renewals, and mid-term adjustments, while ensuring compliance with FCA regulations. The company fosters a fun and entrepreneurial environment, making it an exciting opportunity for those passionate about client service. If you're ready to contribute to a growing business and thrive in a collaborative setting, this role is for you.

Qualifications

  • Experience in commercial insurance policies and FCA regulations.
  • Strong communication and organisational skills are essential.

Responsibilities

  • Provide quotations and manage renewals for insurance policies.
  • Collaborate with Account Executives to meet client needs.

Skills

Knowledge of general commercial and package insurance policies

Understanding of FCA regulations

Excellent communication skills

Proficiency in IT systems

Strong organisational skills

Teamwork abilities

Client-centric approach

Tools

Acturis platform

Job description

Do you have a passion for delivering top-notch service to clients?

If so, IDEX has an exciting opportunity for you to join an Insurance Broker in Leamington Spa. This is a hybrid role requiring you in the office 2 days per week.

They value entrepreneurial spirit, dynamism, and a fun work environment.
Role Overview: As a Commercial Account Handler, you will play a vital role in providing a comprehensive insurance service to our clients. Your responsibilities will include:

  • Providing quotations for general commercial and package policies via various communication channels.
  • Placing insurance coverage as per client instructions.
  • Managing renewals, including inviting and confirming them with clients.
  • Handling mid-term adjustments.
  • Assisting with claim issues when necessary.
  • Collaborating with Account Executives to meet clients' needs and contribute to our business objectives and growth.

Qualifications and Skills Required:

  • Knowledge of general commercial and package insurance policies.
  • Understanding of FCA regulations and compliance importance.
  • Excellent communication skills for effective client interactions.
  • Proficiency in working with IT systems, with Acturis platform knowledge being a plus.
  • Strong organisational and time management skills.
  • Ability to work effectively in a team environment.
  • Client-centric approach and a drive to succeed.

Visit the IDEX Consulting Ltd website for further opportunities.

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