Account Handler – Commercial Insurance

Job Title - Account Handler – Commercial Insurance

Job Market - Insurance

Job Location - West Yorkshire

Account Handler – About The Role

To retain existing customers and write new business by the continual development of relationships and delivery of excellent customer service.

Account Handler – Key duties

Determine appropriate solutions, structure, price and placement strategies that meet the clients’ needs and deliver profitable business for a range of clients.

Provide quality service to clients, covering all details of their insurance arrangements, to advise, review, arrange and secure the appropriate cover at a competitive premium.

Responsible for the review and action required on policy and client information.

Build effective relationships, at all levels, with clients, prospects, associates, insurers and external specialists to maximise business opportunities.

Build and continuously enhance relationships with the panel of insurers and maintain a profile within the insurance market.

Proactively work with colleagues across the business to identify and maximise opportunities for growth.

Place commercial lines business within approved markets to best meet the clients needs based on the knowledge of the client, the insurance market and industry sector proposition.

Ensure clients are appraised of updates regarding political, regulatory and market changes that may impact them and their business.

Reviewing the adequacy of covers and suitability of the terms being offered to clients,

Account Handler – Key Requirements

Client service and administrative experience, adhering to processes and systems with a high level of accuracy and attention to detail, to support client service delivery.

Basic understanding of the broking insurance market and the role of regulation and compliance.

CII Qualifications Would Be Advantageous

Along with our client, we are committed to a diverse workforce and as such recruit from a wide available pool of talent, with the hiring, assessment and selection process being fair, free from bias and one which ensures the right person is selected for the job, based on merit. We treat colleagues, candidates, clients, and business partners with equality, fairness and respect, regardless of their age, disability, race, religion or belief, gender, sexual orientation, marital status or family circumstances.

A copy of our D&I policy can be made available upon request.