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Commercial Insurance (Fleet) Account Handler

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

Posted 21 days ago

  • Sector: Insurance & Claims
  • Contact: Peter Smith
  • Expiry Date: 11 December 2021
  • Job Ref: PSM/18296

​An exciting opportunity to join a leading Insurance Broker in Bolton

Do you have at least 2 years’ experience in Motor Fleet and Haulage and qualified to a minimum Cert CII?

The Role:

Daily administration of clients’ insurance requirements to include general enquiries, renewals, mid-term adjustments, obtaining quotations, closing sales, invoicing of premiums, cross-sales.


• 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

• Issue renewal documentation in line with contract certainty.

• Ensure premiums are collected prior to the commencement of cover.

• 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 premium.

• Actively cross-sell products from other Divisions.

About You:

Qualified to minimum Cert CII with a minimum two years’ experience in Motor Fleet and Haulage.

You will have excellent communication skills and excel at accuracy and attention to detail.

Ability to prioritise work and meet deadlines with good negotiation and broking skills Ability to gather and analyse information from the client and understand a clients’ level of understanding and respond appropriately