Commercial Account Handler - #2191552
Spotlightjobs
Date: 1 hour ago
City: Liverpool
Salary:
£25,000
-
£28,000
/ year
Contract type: Full time
SME Commercial Account Handler
We're seeking an experienced, customer-focused SME Commercial Account Handler to join a growing, successful insurance team. This is an excellent opportunity for a motivated professional who enjoys building long-term client relationships, delivering exceptional service, and supporting a diverse portfolio of SME commercial clients.
Working closely with Account Executives and insurers, you'll manage policies from renewal through mid-term adjustments, ensuring clients receive expert advice and outstanding support throughout their insurance journey.
Key Responsibilities- Manage a portfolio of SME commercial insurance clients across a range of sectors.
- Handle renewals, mid-term adjustments, new business quotations, and policy administration.
- Build and maintain strong relationships with clients, insurers, and colleagues.
- Negotiate with insurers to obtain competitive terms and suitable cover.
- Prepare renewal presentations and support Account Executives with retention strategies.
- Ensure all documentation is produced accurately and compliantly.
- Provide prompt, professional advice in response to client queries.
- Maintain accurate records and adhere to FCA regulations and company procedures.
To be successful in this role, you'll have:
- Previous experience as a Commercial Account Handler or similar insurance role.
- Strong knowledge of SME commercial insurance products.
- Excellent communication and relationship-building skills.
- A proactive and organised approach to managing workloads.
- Strong attention to detail and problem-solving abilities.
- The ability to work effectively both independently and as part of a team.
- Cert CII qualification (or willingness to work towards) would be advantageous
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