Job Information

My client a well established Cheshire based Insurance brokerage is looking for a Commercial Account Handler to join there successful team.

Our client aims to provide clients with a high quality, personal service supported by the professionalism and expertise of an independently operated organisation. This forward thinking brokerage provides a comprehensive range of insurance to a broad cross-section of commercial clients alike.

Duties will include

• Knowledge of wide range of commercial insurance products and companies;
• Experience in obtaining information from clients via telephone & e-mail;
• Experience in obtaining quotes and placing business;
• Good confident customer skills - both written & oral;
• Good negotiating skills and the ability to build good relationships with both clients and insurers/underwriters;
• Good organisational ability;
• Sound knowledge of FCA requirements within a broking role;
• Well-presented, hard-working, pro-active team player with initiative.

Key tasks:-

• To prepare renewal schedules and contact client prior to renewal within compliance manual time scales;
• Negotiate alternative quotes - prior to renewal dates - where appropriate;
• Deal with all documentation, invoices, credit notes, etc. ensuring a smooth and trouble-free renewal for the client;
• Handle claims efficiently and within regulatory time scales
• Foster good relations with insurance companies;
• Operate an effective credit control system and report as required.