Account Handler
South East
Up to £35,000pa

Commercial Account Handler - Remote (WFH)

Ref: 3687| Posted: 6th Sep 2021

Corporate Commercial Insurance Account Handler – Colchester – Excellent Salary DOE

Insure Recruitment are currently working with a highly established company who due to growth are seeking an experienced Commercial Insurance professional to join their team.

The successful candidate will be responsible for –

•             Administration of clients’ insurance requirements on a daily basis including general enquiries, renewals, mid-term adjustments, obtaining quotations, closing sales, invoicing of premiums, cross-sales.

•             Provision of high-level professional advice to clients

•             Assist in achieving Group/Division client retention targets by providing an excellent level of service.

•             Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal,  attend client meetings as necessary, prepare minutes and action meeting points where directed.

•             Undertake market exercise to establish the most competitive terms available.

•             Obtain renewal terms.

•             Produce and issue professional summaries and reports using templates.

•             Issue renewal documentation in line with contract certainty.

•             Ensure premiums are collected prior to the commencement of cover and in line with procedures.

•             Prioritise and handle all work promptly and accurately.

•             Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards.

•             Record all relevant information, correspondence, and documentation on Acturis and make effective use of the diary system.

•             Produce accurate and professional documentation at all times using relevant templates.

•             Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium.

•             Actively cross-sell products from other Divisions.

•             Refer all queries that fall outside own experience, knowledge and authority to senior staff.

•             Liaise with and assist other branches and Group Resources as necessary.


Experience & Professional Qualifications              

•             Must have a minimum of 2 years’ experience in providing specialist advice in the insurance market.

•             Must be qualified to a minimum of Cert CII (or gain the qualification within 18 months of joining).


•             Working knowledge of all the main classes of General Insurance and the CII’s Code of Ethics and GDPR.

•             Working knowledge of the company’s product range, policy wordings and service standards.

•             Responsibility for own personal development and for keeping own knowledge up to date by the use of e-learning, in-house courses, and studying for professional qualifications in order to gain the required CPD points.


•             Good level of technical insurance skills, to be assessed by regular in-house testing.

•             Accuracy and attention to detail.

•             Ability to process work quickly and efficiently.

•             Ability to prioritise work and meet deadlines.

•             Excellent client service skills.

•             Good negotiation and broking skills

•             Excellent oral and written communication skills.

•             Ability to gather and analyse information from the client.

•             Ability to identify and respond appropriately to an individual client’s level of understanding.

•             Ability to persuade and influence others

Please apply to the role by submitting your most up-to-date CV. If your application is successful, we will be in touch within 2 working days of receiving your job application to discuss the opportunity in more detail.

Due to the overwhelming application response, should you not hear from us within 5 working days then please assume that your application has been unsuccessful.