Job Description

Job Information Commercial Insurance Account Handler - York - North Yorkshire
Base Salary to 45 - 55k DOE, Bonus and Flex Benefits
Overview of the Position

• Client Relationship Management: Building and maintaining strong relationships with commercial clients to understand their business operations, insurance needs, and risk exposures. This involves regular communication, addressing queries, and providing excellent customer service.
• Policy Management: Handling the day-to-day administration of clients' insurance policies, including processing renewals, mid-term adjustments (MTAs), cancellations, and ensuring accurate documentation.
• Market Liaison: Working with insurance companies (insurers) to obtain quotes, negotiate terms, and secure appropriate coverage for clients. This requires a good understanding of the insurance market and different types of commercial insurance products.
• Technical Advice: Providing professional advice and guidance to clients on various aspects of their insurance program, including coverage options, risk management, and industry-specific exposures.
• Business Development Support: Assisting Account Executives in identifying opportunities for new business and cross-selling or upselling additional insurance products to existing clients.
• Compliance: Ensuring all activities are conducted in accordance with regulatory requirements and company procedures. Maintaining accurate records and adhering to compliance standards is crucial.
• Claims Handling Support: Acting as a point of contact for clients during the claims process, assisting with the submission of claims and liaising with insurers to ensure a smooth and efficient resolution.
• Documentation and Administration: Preparing various insurance-related documents, such as policy summaries, renewal reports, and correspondence. Maintaining organised and up-to-date client files and using relevant broking systems.

Skills and Experience Required:

• Previous Experience: Previous experience within the commercial insurance sector, ideally as an Account Handler or in a similar client-facing role.
• Commercial Insurance Knowledge: A solid understanding of commercial insurance products, such as property, liability, motor fleet, professional indemnity
• Communication Skills: Excellent verbal and written communication skills are vital for building rapport with clients, negotiating with insurers, and preparing professional documentation.
• Interpersonal Skills: Strong relationship-building and client management skills are necessary to provide exceptional service and maintain long-term partnerships.
• Organisational Skills: The ability to manage multiple tasks, prioritise workloads, and work efficiently to meet deadlines is crucial in a fast-paced environment.
• Attention to Detail: Accuracy in processing policy documentation and handling client information is paramount to ensure compliance and avoid errors.
• IT Proficiency: Familiarity with insurance broking software (Acturis) and Microsoft Office Suite
• Professional Qualifications: Progress towards or holding relevant insurance qualifications, such as Cert CII (Chartered Insurance Institute) or higher, is desirable

If you wish to apply for this position please click on the Link and David Helliwell from Cameron James professional recruitment will be in contact with you

Skills Required