Commercial Account Handler
Nottingham
Salary £25,000 - £29,000
Our Client is based in Nottinghamshire and is looking for a Commercial Account Handler to be part of their successful commercial broking team.
JOB ROLE
- Manage new business enquiries and client renewals, including where necessary the re-marketing of policies, issuing renewal documentation within time scales set out by the FCA.
- Handle incoming client queries, the Commercial Account Handler will advise on policy coverage and/or changes to their cover.
- Develop relationship with key insurer markets.
- Work alongside the field sales team (account executives) and the wider team to provide a broking service and assist in the preparation with client reports.
- Cross sell/up sell to existing clients, by identifying any potential gaps in cover or policies held elsewhere.
- Contribute towards the team's revenue goals, both for renewal retention and new business.
CONDUCT RULES AND GENERAL
- The Commercial Account Handler must act with integrity.
- You must act with due care, skill and diligence.
- You must be open and cooperative with the FCA, the PRA and other regulators.
- You must pay due regard to the interests of customers and treat them fairly.
- You must observe proper standards of market conduct.
- You must act to deliver good outcomes for retail customers.
- Ensure all policies and procedures are implemented and complied with, including financial regulations, data protection, health and safety and all regulatory requirements.
- To identify and manage risk within the scope of the post and be accountable for ensuring that appropriate actions are taken to make sure that controls are in place to manage the risk.
- Ensure a high level of customer service is provided to both internal and external customers.
- Always ensure positive promotion and representation of the organisation
- Exhibit and live the values and uphold standards of behaviour.
- Undertake any other reasonable duties as requested.
HOW YOU'LL BE SUCCESSFUL
Achievement of objectives, Key Performance Indicators (KPIs) and targets
Completion of mandatory training and CPD
Feedback from customers, stakeholders and colleagues
Demonstrating and evidencing our values and behaviours
WHAT YOU'LL NEED
Experience
- Commercial Account Handling experience within an insurance enviornment
Skills, Knowledge and Aptitude
- Commercial insurance multi class product knowledge
- Strong communicator
- Negotiation skills
- Customer service & sales focussed.
- Acturis experience (not essential)
Qualifications and Training
- Cert CII (not essential) or willingness to work towards
How To Apply:
- Call or text Rachel Goodman on
We are committed to promoting equality of opportunities for all staff and job applicants. We aim to create a working environment in the Nottingham, Nottinghamshire office which all individuals are able to make the best use of their skills, free from discrimination or harassment or victimisation on the basis of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief, sex or sexual orientation