Commercial Account Handler
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Added before 5 Days
- England,North West,Merseyside,Liverpool
- Full Time, Permanent
- £25,000 - £28,000 per annum
Job Description:
Full job descriptionSME Commercial Account Handler
About the OpportunityWe’re seeking an experienced, customer-focused SME Commercial Account Handler to join a growing, successful insurance team. This is an excellent opportunity for a motivated professional who enjoys building long-term client relationships, delivering exceptional service, and supporting a diverse portfolio of SME commercial clients.
Working closely with Account Executives and insurers, you’ll manage policies from renewal through mid-term adjustments, ensuring clients receive expert advice and outstanding support throughout their insurance journey.
Key Responsibilities*Manage a portfolio of SME commercial insurance clients across a range of sectors.
*Handle renewals, mid-term adjustments, new business quotations, and policy administration.
*Build and maintain strong relationships with clients, insurers, and colleagues.
*Negotiate with insurers to obtain competitive terms and suitable cover.
*Prepare renewal presentations and support Account Executives with retention strategies.
*Ensure all documentation is produced accurately and compliantly.
*Provide prompt, professional advice in response to client queries.
*Maintain accurate records and adhere to FCA regulations and company procedures.
About YouTo be successful in this role, you’ll have:
*Previous experience as a Commercial Account Handler or similar insurance role.
*Strong knowledge of SME commercial insurance products.
*Excellent communication and relationship-building skills.
*A proactive and organised approach to managing workloads.
*Strong attention to detail and problem-solving abilities.
*The ability to work effectively both independently and as part of a team.
*Cert CII qualification (or willingness to work towards) would be advantageous
About the OpportunityWe’re seeking an experienced, customer-focused SME Commercial Account Handler to join a growing, successful insurance team. This is an excellent opportunity for a motivated professional who enjoys building long-term client relationships, delivering exceptional service, and supporting a diverse portfolio of SME commercial clients.
Working closely with Account Executives and insurers, you’ll manage policies from renewal through mid-term adjustments, ensuring clients receive expert advice and outstanding support throughout their insurance journey.
Key Responsibilities*Manage a portfolio of SME commercial insurance clients across a range of sectors.
*Handle renewals, mid-term adjustments, new business quotations, and policy administration.
*Build and maintain strong relationships with clients, insurers, and colleagues.
*Negotiate with insurers to obtain competitive terms and suitable cover.
*Prepare renewal presentations and support Account Executives with retention strategies.
*Ensure all documentation is produced accurately and compliantly.
*Provide prompt, professional advice in response to client queries.
*Maintain accurate records and adhere to FCA regulations and company procedures.
About YouTo be successful in this role, you’ll have:
*Previous experience as a Commercial Account Handler or similar insurance role.
*Strong knowledge of SME commercial insurance products.
*Excellent communication and relationship-building skills.
*A proactive and organised approach to managing workloads.
*Strong attention to detail and problem-solving abilities.
*The ability to work effectively both independently and as part of a team.
*Cert CII qualification (or willingness to work towards) would be advantageous
Job number 4313498
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