Commercial Account Handler

Duties and Responsibilities

Commercial Business:

• Ensure accuracy, efficiency and professionalism when dealing with both client and insurer and conducting related administration work:
• New Business
• Renewals
• Mid Term Adjustments
• Claims
• General Policy Queries
• Premium Financing Arrangement

• Ensure all business activity fully complies with FCA regulation and company procedures.

• Conduct learning, training and assessment exercises, 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 customers 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.

• Effective broking of new business opportunities presented by account executives.

• Identification of customer needs.