Job Information

An opportunity has arisen for an experienced Commercial Account Handler to join a leading firm of Chartered Insurance Brokers based in the Chester area.

Our client, who has recently gone through a period of expansion, including the opening of new offices to service their clients in the North West and Greater London areas, is seeking an experienced broker with strong cross commercial experience gained in the mid-corporate sector to further supplement the impressive level of experience their existing team possesses.

In addition to supporting the insurance needs of commercial clients, there will also be responsible for managing the office diary when the incumbent manager is absent due to attending client visits.

Responsibilities:

• To act as the first point of contact to provide clients with professional support and accurate information with regards to their product and services.
• To build and maintain an excellent rapport with our clients, providers and colleagues
• To take ownership of all tasks and proactively manage priorities and deadlines
• Respond to clients queries in a timely and accurate manner.
• To provide relevant information to the sales team to ensure sales opportunities are realised.
• To produce and maintain accurate and complete documentation /correspondence.
• Produce high quality correspondence, using standard templates, writing clearly, concisely and professionally.
• To log all business activity, ensuring revenue is accurately recorded and documented.

Key competencies:

• An in depth knowledge of the commercial broking market.
• 5 years` experience gained in a commercial broking environment
• Ideally, be a minimum of Cert CII qualified
• Experience of using the Acturis trading platform
• Previous experience of operating in a Team Leader position would be advantageous