Role Profile  :  Commercial Insurance Account Handler

An opportunity to work for one of the largest and most well known Insurance Broking Groups based at their offices in Bristol.

As a Commercial Insurance Account Handler, you will play a vital role in managing and servicing Commercial & Mid Corporate insurance accounts. This position requires an understanding of insurance products, excellent communication skills, and the ability to build and maintain relationships with clients.

Key Responsibilities

Client Relationship Management

• Build and maintain relationships with commercial clients.


• Work with the team to ensure clients receive a first class service


• Act as a point of contact for client inquiries, providing timely and efficient responses.

Policy Management

• Assist clients in taking out new policies and support them with their policy renewals.


• Process new business quotations and policy renewals.


• Handle policy amendments and updates as required.

Market Research

• Stay informed about industry trends, regulations, and changes in the commercial insurance market.


• Provide clients with updates on relevant changes that may impact their insurance needs.

Documentation & Record Keeping

• Maintain accurate and up-to-date client records and policy documentation.


• Ensure compliance with regulatory requirements and company policies.

Collaboration

• Collaborate with colleagues in other offices to address client needs effectively.


• Provide feedback to improve processes and enhance customer service.

Qualifications & Skills

• Minimum two years experience in a commercial insurance environment


• Knowledge of cross class insurance products and regulations.


• Excellent interpersonal and communication skills.


• Analytical mindset with attention to detail.


• Ability to work independently and as part of a team.


• Proficient in using insurance management software and Microsoft Office Suite.

Personal Attributes

• Customer-focused with a commitment to delivering exceptional service.


• Adaptability and the ability to thrive in a dynamic and fast-paced environment.


• Strong problem-solving skills and a proactive approach to challenges.


• Ethical and trustworthy, maintaining confidentiality and integrity.

Reward

• Salary up to £45,000


• Excellent Benefits Package


• Great Bonus Structure to reward good performance


• Hybrid Role - 2 days in office and 3 days at home


• Excellent personal development across the group