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Commercial Insurance Account Handlerv

  • Location: Bingley
  • Salary: £22,000 - £25,000 per year
  • Job Type:Permanent

Posted 22 days ago

  • Sector: Front-Line Talent
  • Contact: Pete Smith
  • Contact Email:
  • Expiry Date: 10 December 2021
  • Job Ref: PS/18283

​Are you an experienced Commercial Insurance Account Handler looking for an opportunity to develop and progress your career with an award winning Insurance Broker?

Your role:

The administration of clients’ insurance requirements on a daily basis including general enquiries, renewals, mid-term adjustments, obtaining quotations, closing sales, invoicing of premiums, cross-sales.

Key Responsibilities :

• Assist in achieving client retention targets by providing an excellent level of service.

• Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary.

• Undertake market exercise to establish most competitive terms available.

• Obtain renewal terms and present to client.

• Ensure premiums are collected prior to the commencement of cover

• Prioritise and handle all work promptly and accurately.

• Record all relevant information, correspondence and documentation on Acturis and make effective use of the diary system.

• Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premiums

About You:

Qualified to Cert CII or happy to achieve this qualification within 18 months

Superb communication and literacy skills with a tenacity to get work done quickly and efficiently.

Ability to negotiate and respond appropriately to a client’s level of understanding

Ability to persuade and influence others