Commercial Account Handler

Do you have a passion for delivering top-notch service to clients?

If so, IDEX are have an exciting opportunity for you to join an Insurance Broker in Leamington Spa. This is a hybrid role requiring you in the office 2 days per week.

They value entrepreneurial spirit, dynamism, and a fun work environment.

Role Overview: As a Commercial Account Handler, you will play a vital role in providing a comprehensive insurance service to our clients. Your responsibilities will include:

• Providing quotations for general commercial and package policies via various communication channels.
• Placing insurance coverage as per client instructions.
• Managing renewals, including inviting and confirming them with clients.
• Handling mid-term adjustments.
• Assisting with claim issues when necessary.
• Collaborating with Account Executives to meet clients' needs and contribute to our business objectives and growth.

Qualifications and Skills Required:

• Knowledge of general commercial and package insurance policies.
• Understanding of FCA regulations and compliance importance.
• Excellent communication skills for effective client interactions.
• Proficiency in working with IT systems, with Acturis platform knowledge being a plus.
• Strong organisational and time management skills.
• Ability to work effectively in a team environment.
• Client-centric approach and a drive to succeed.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.