Commercial Account Handler - #2191552

Spotlightjobs


Date: 1 hour ago
City: Liverpool
Salary: £25,000 - £28,000 / year
Contract type: Full time
Spotlightjobs
SME Commercial Account Handler


About the Opportunity

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.
About You

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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