Senior Commercial Account Handler

Job title: Senior Commercial Account Handler

Location: London – Hybrid

Purpose of role:

As a Senior Commercial Account Handler, you will play a crucial role in providing a comprehensive insurance service to both existing and potential new clients. Your role will be pivotal in ensuring client satisfaction, business growth, and operational excellence.

Key responsibilities:

1. Efficiently manage and administer a commercial insurance portfolio, ensuring meticulous compliance and cost-effectiveness in all transactions.
2. Proactively identify and convert growth opportunities through referrals, cross-selling, new client acquisition, and proactive sales initiatives, driving business expansion.
3. Cultivate strong relationships with clients, insurers, and service providers, fostering trust and collaboration to deliver exceptional service.
4. Collaborate closely with colleagues within a team environment, leveraging collective expertise for the benefit of clients and the business.
5. Provide new business quotations promptly, offering relevant advice, information, and guidance to clients.
6. Promptly execute client instructions, ensuring timely commencement of cover, completion of paperwork, premium collection, and accurate record-keeping.
7. Work with Account Executives to strategise renewal approaches, identify cross-sale opportunities, and negotiate with underwriters for optimal client outcomes.
8. Offer timely renewals of existing client policies with current or new insurers as appropriate, conducting thorough document checks and diary management.
9. Maintain up-to-date client records on the company’s electronic filing system, adhering to data protection regulations.
10. Identify, plan, and achieve cross-sale opportunities while providing risk management advice and prevention information to clients, collaborating with insurers.
11. Provide clients with support during claims processes, offering guidance and assistance throughout.
12. Collaborate with the Accounts function as needed, assisting in credit control activities with relevant customers.
13. Accompany Account Executives on client visits when necessary, acting as a referral point for day-to-day requests.

Experience:

1. Previous experience in a similar role with comprehensive knowledge of insurance classes.
2. Strong interpersonal skills and excellent communication abilities, particularly proficient over the phone.
3. Capability to work efficiently under pressure and adeptly prioritize workload.
4. Excellent planning, organizational, and time management proficiencies.
5. Demonstrated ability as a team player with a determined drive to succeed.
6. Possession of negotiation skills.
7. Consistently operates compliantly with a sound understanding of regulatory requirements.
8. IT literate with proficiency in client systems and Microsoft packages.
9. Ideally qualified to Cert CII level or willing to attain this with support from the business.
10. Past familiarity with the Acturis computer system preferred (not mandatory).

Benefits:

• Company Pension Scheme
• Private Medical Insurance
• Income Protection
• Plus many more

If you have the relevant experience or know someone that does please contact me now on 07458 162842 or email me at joe@lawesgroup.co.uk