Job Description
Role Overview: The Commercial Account Handler plays a vital role in supporting two Commercial Account Managers by ensuring the retention and growth of an allocated portfolio of commercial clients. This position involves a variety of tasks aimed at providing exceptional service and facilitating the smooth operation of client accounts. Key Responsibilities: Support Account Managers: Provide daily assistance to Commercial Account Managers, keeping them updated on client policies and portfolio developments. Policy Management: Process renewals, handle queries, manage cover instructions, and execute mid-term amendments and claims for various policy types, including: Commercial Combined Combined Liability Motor Fleet Shops and Offices Property Owners Directors and Officers Cyber Professional Indemnity Market Engagement: Assist in obtaining market terms for new clients and extensions of cover for existing clients. Client Interaction: Engage with clients, insurers, and colleagues to maintain and manage essential information and documentation effectively. Relationship Building: Establish and nurture relationships with key insurance contacts to enhance service delivery. Compliance: Ensure adherence to compliance standards and relevant codes, such as the Consumer Protection Code 2012. Team Collaboration: Actively participate in team meetings and contribute to a collaborative work environment. Candidate Profile: Previous experience in a commercial insurance broking or direct insurer environment is essential. APA / CIP qualification in commercial lines is required, subject to Fitness and Probity Standards. A dedicated team player who prioritizes customer satisfaction and works towards retaining clients through strong relationship management. Excellent interpersonal and communication skills are crucial for effective client and colleague interactions. Strong attention to detail and problem-solving abilities are necessary to manage complex client needs effectively. Skills: commercial account handler APA CIP