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Commerical Account Handler

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icon briefcase Job Type : Full Time

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Job Description - Commerical Account Handler

Red Recruitment is recruiting a Commercial Account Handler in Bristol City Centre to join our client on permanent basis. Our client is a leading insurance broker, dedicated to delivering outstanding service to our clients and pride themselves on fostering a collaborative, professional, and forward-thinking workplace.

Benefits for a Commercial Account Handler:

  • Salary: up to £40,000
  • Hours: Monday - Friday
  • Contract Type: Permanent
  • Location: Bristol
  • Start Date: ASAP

Key Responsibilities of a Commercial Account Handler:

  • To support the activities of Commercial Account Executives and/or Directors in regard to your allocated clients and new business including broking, day to day queries, report writing and administration
  • To ensure instructions are processed, recorded and confirmed in a timely and efficient manner and the Company diary system is maintained
  • To help identify cross-selling opportunities and potential gaps in client cover
  • To comply with relevant regulatory requirements and the company's procedures
  • To comply with the Individual Conduct Rules as required by the SM&CR regulations (from 31/3/21 onwards)
  • To assist with credit control, as required
  • To maintain good working relationships with clients, colleagues, insurers and other suppliers
  • To undergo training in line with agreed objectives and keep up to date with technical, legal and market developments
  • Immediately to advise your manager of any problems which may fall outside your authority, level of experience or which in any way detract from your ability to achieve your work objectives
  • To undertake any additional duties, or assist other members of staff, as may be reasonably requested by your manager or the Directors

Key Skills and Experience of a Commercial Account Handler:

  • The ability to apply knowledge and understanding to the Job
  • The ability to prioritise and organise own workload and work to pressured deadlines
  • The ability to negotiate effectively with insurers and clients
  • The ability to communicate effectively, both verbally and in writing
  • The ability to work as a member of a team
  • Holding or working towards a minimum of Cert CII

If you are interested in this position and have the relevant skills and experience required, please apply now!

Red Recruitment (Agency)

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