Commercial Account Handler
Monday-Friday 9:00am-5:00pm (35 hours per week)
Remote working with one day per month in their Essex office
Salary – £35,000 – £45,000 DOE
Do you have experience working as a Commercial Account Handler?
Would you like to work for a leading international business with excellent growth opportunities?
If so, please continue reading as we are currently working with a leading international business based in Manchester. We’re seeking to recruit a motivated, professional and dedicated Commercial Insurance Account Handler to join our team. You will be responsible for providing account servicing support and ensuring effective servicing of client accounts.
Commercial Account Handler duties:
- Review the information gleaned by the Development Executives from the client to ensure that a risk presentation can be made into the market, including relevant COPE information and information relating to processes.
- Issuance of Letters of Appointment/Letters of Authority to markets and following up to ensure that they are processed.
- Review sums insured and challenging anomalies in the values declared.
- Review and critique existing policies and identify issues which can be addressed/resolved, particularly gaps in cover.
- Choose a broking strategy and agree which markets to approach alongside the Broking team.
- Create new business presentations, and work alongside our broking team to ensure that quotes are received according to agreed deadlines.
- Review quotes and negotiate brokerage/risk management funds.
- Select the recommended quote and write the new business report.
- Undertake conceptual reviews, tenders, and produce CORE360 reports.
- Identify potential cross sell / up sell opportunities.
- Create, input, and process RFQs in Acturis.
- Prepare debit notes and policy summaries.
- Secure delivery of policy documentation from insurers and check prior to approval and release by Account Executive.
- Deal with account queries and credit control matters highlighting any concerns to account managers in a timely manner.
- Understand and apply fundamental legal and regulatory policy in relation to internal policies and the insurance contract as required.
- Ensure that the new client’s program can be handed over to the new Account Executive/Account Broker so that the transition is seamless, including ensuring a compliant file.
Commercial Account Handler benefits:
- 25 days holiday, plus bank holidays, and the option to ‘buy’ 5 more days
- Qualification funding after successfully passing your probationary period
- Remote working with one day per month in the office (Essex region)
- Defined contribution pension scheme, which we will also contribute to
- Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x
- Income protection, we’ll cover up to 50% of your annual income, with options to top up
- Health cash plan or Private medical insurance
- Fully paid volunteering days per year
- Employee Stock Purchase plan, offering company shares at a discount
- Share incentive plan, HMRC approved, tax effective, stock purchase plan
- Critical illness cover
- Discounted gym membership
- Season ticket loan
- Access to a discounted vouchers to save money on your weekly shop or your next big purchase
- Emergency back-up family care
Click APPLY if you are interested. We will be in touch immediately.
