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Commercial Account Handler

Birmingham

Job Description We are recruiting for a Commercial Account Handler to join our growing team in Birmingham/ Wolverhampton. You will be responsible for delivery of customer satisfaction to agreed service standards and procedures, ensuring full FCA compliance in all aspects of insurance. As well as working to ensure accuracy, efficiency and professionalism when dealing with both client and insurer in all aspects of the role: Mid Term Adjustments, Broking, Renewals, Cross sales, Claims, Queries Premium financing arrangements

Overview of duties

Advising a bank of allocated clients on existing products in accordance with their needs

Sales support including account broking

Liaison with Account Executives in all aspects of account handling

Ensure bad debt queries are dealt with efficiently and in line with company procedure

Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the Operations and Compliance manuals – use checklists and support documentation as provided by the company to assist with demonstrating compliance

Handle any complaints in accordance with company procedures and regulatory requirements

Conduct learning, training and assessment exercises in accordance with the individual T&C scheme applicable to you. Identify further areas for own development as required

Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times

Develop and maintain a professional working relationship with all clients and provide expert product advice and guidance

Actively secure renewal business by re-broking existing business to ensure the client is presented with the most suitable and cost effective cover

Person specification

Knowledge, skills and abilities:

Attention to detail

Confident communication and inter personal skills

Ability to work under pressure, maintaining accuracy and attention to detail

Building strong relationships with e.g. clients, prospects, insurers etc

Education/ experience:

Working knowledge of most insurance products

Experience of working as an Account Handler in a similar broking and sales environment

Experience of working to high standards of FCA compliance

Key information:

Salary: Competitive depending upon experience

Hours: Monday - Friday

Location: Wolverhampton

If this sounds like something you are interested in please apply, or contact Paige Hughes or Lucy Reed for further information.

Apply

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