We are looking for an experienced account handler to join our commercial team. The successful candidate will have experience in commercial insurance.

Reporting to: Commercial Renewals Manager

Working hours: This is a full-time position working 37.5 hours per week.

The role initially involves working in the office full time. A blend of office and home working will be available in line with the Company Smart Working Policy on completion of probation.

Key Responsibilities
  • Processing commercial renewals, ensuring all documents and correspondence are entered into the company system
  • Providing administrative support to account executives as and when required, including obtaining new business quotations and arranging cover
  • Attaining cross-sell/up-sell on policies
  • Checking new policy documentation for accuracy and forwarding to clients or liaising with insurers
  • Inviting renewal of allocated client policies
  • Ensuring all client records reflect the current risk on cover at all times, including accuracy of sums insured, perils, excesses, extensions and exclusions
  • Processing mid-term adjustments and quarterly declarations
  • Dealing with clients’ day-to-day enquiries on a daily basis, responding promptly and managing expectations
  • Referring to relevant account executives, account handlers and directors over any technical queries
  • Providing support to team members to ensure client needs are met, particularly during peak periods or in times of holiday/absence
  • Maintaining an effective diary system
  • Ensuring cover notes are issued where appropriate
  • Liaising with the Claims department over claims queries/reports
  • Creating all invoices and relevant credit notes for new business, renewals, mid-term adjustments etc, in line with company procedures
  • Successfully manage workload and priorities, assessing when additional support may be required and requested from a manager or director
  • Follow all company and FCA procedures and policies
Requirements
  • At least 2 years of experience of working within commercial insurance
  • Experience of Acturis would be desirable but not essential
  • Good IT skills are essential
  • Ideally, the successful candidate will hold the Cert CII qualification or working towards it though support for CII qualifications is provided
How to apply

Please send a copy of your CV with covering letter to recruitment@onebroker.co.uk