Commercial Account Handler

Position Title: Commercial Account Handler

Position Summary

As a Commercial Account Handler at our client, you will play a pivotal role in providing exceptional service to commercial clients. Your primary responsibility will be to support Account Executives in managing client accounts, processing policies, and ensuring smooth communication between clients, the service teams, and insurer partners. This position demands strong attention to detail, excellent organisational skills, and a proactive approach to delivering exceptional client service.

Roles & Responsibilities

As a Commercial Account Handler you will be responsible for the following:

• Assisting Account Executives in managing a portfolio of commercial insurance clients.
• Process insurance policies, endorsements, and renewals accurately and efficiently.
• Liaising with clients to gather necessary information for underwriting purposes.
• Provide exceptional client service by promptly addressing any inquiries and concerns.
• Collaborate with underwriters to negotiate terms and coverage on behalf of clients.
• Prepare accurate documentation and maintain client records in compliance with regulatory standards.
• Support claims management by facilitating communication between clients and claims departments.
• Stay updated on industry trends, insurance products, and regulatory changes.
  
  

Key Performance Indicators

• Client satisfaction ratings.
• Timeliness and accuracy of policy processing.
• Renewal retention rates.
• Efficiency in handling client inquiries and requests.
• Compliance with regulatory standards and internal procedures.
  
  

Key Relationships

• Commercial Account Executives.
• Broking Leaders
• Insurer Underwriters
• Internal support staff.
  
  

Qualifications/Key Skills Required

• Strong understanding of commercial insurance products and terminology.
• Excellent communication and interpersonal skills.
• Attention to detail and accuracy in data entry and documentation.
• Ability to work effectively in a fast-paced environment.
• Proficiency in insurance software (Acturis desirable) and Microsoft Office suite.
• Problem-solving and decision-making abilities.
• Client-focused mindset with a commitment to delivering exceptional service.
• Knowledge of regulatory requirements and compliance standards in the insurance industry.
  
  

Education/ Experience

• Relevant experience in commercial insurance, account management, or customer service roles.
• Insurance industry certifications; such as, Cert CII (training support provided by the business to help with qualification progress)
• Familiarity with insurance brokerage operations and procedures is beneficial.