Commercial Account Handler

Overview

The role of Commercial Account Handler is to  provide support to the Small Business Team, handling Insurance client emails and insurer queries. Responsible for dealing with incoming emails, diary entries, calling insurers to chase for renewal terms and answer client queries, Provide excellent and efficient service to a range of commercial clients.  Please note that this will be a home based position.

Responsibilities

• Provide a responsive service with a spectrum of commercial insurance policies.


• Deal with all general client queries and inviting renewals keeping accurate client records and files at all times


• Build a good working relationship with Commercial Team and the wider business


• Establish rapport with our panel of insurers


• To work within FCA rules and guidance


• To produce accurate and timely documents for all aspects of insurance needs


• To keep accurate client records and files at all times


• To build a good working relationship with the clients Account Executive and the wider client team


• Grow account with NB, Renewal and MTA


• To maintain own competence and training hours as required for professional development


• Where applicable, to adhere to Company processes with regard to FCA compliance and Treating Customers Fairly; To ensure that DPA, FCA, TCF and other regulatory requirements are me

 

Skills

• Ability to work towards targets


• Work as a team but also independently due to being a home based role


• Excellent customer service skills


• High level of attention to detail


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Qualifications

• Open GI experience essential.


• Commercial Insurance experience preferred but not essential, all training will be provided