Position - Farm & Commercial Account Handler
Location - Gillingham
Salary - Negotiable + benefits
Overview:
At Alan & Thomas Insurance Brokers (part of Brown & Brown Europe) we are currently looking for an experienced Commercial Account Handler to join us and focus on farming insurances based out of the Gillingham office.
Your position as Farm & Commercial Account Handler is an important role in providing specific and technical, customer relationship and administrative support.
In this role you will be responsible for handling commercial client risks for prestigious clients with a focus on farming and cross class commercial insurance needs. You will deal with existing business and new business broking opportunities whilst also having the opportunity to visit clients.
The position will require servicing of client accounts within the renewals lifecycle process, including renewal administration, preparation of presentations to insurers, negotiating premiums with underwriters, processing adjustments and preparing client reports and other documentation. Recent experience of working as an Account Handler is sought and you will need to be able to demonstrate a good understanding of customer service, negotiation skills, broking and market awareness.
This is a good long term opportunity that will suit an experienced Account Handler with good commercial insurance broking knowledge and looking for the next step by specialising in farming insurance broking responsibilities.
The day to day:
- Work with Account Executives in achievement of their New Business and Renewal targets through proactive administration and customer support of the AE.
- Proactively support AE's through management of their prospect pipeline, provide profiling support to AE on prospects through use of telephone, other media and by accessing information within the public domain.
- Be aware of current New Business appointments and undertake some pre visit fact finding on behalf of the AE. This will include research of Credit Safe, Google, website etc. and produce documentation in agreed format
- In advance of new business visit obtain quotations for possible up sales (e.g. Excess PL, D&O, Excess PI, Loss Recovery or Additional Services)
- Make client renewal appointments on behalf of the AE and accompany them on approximately 1 or 2 a month to enhance client relationship
- Prepare detailed Renewal Review reports on behalf of the AE and obtain current claims experience where needed
- Obtain quotations for agreed 'up sales' (e.g. Excess PL, D&O, Excess PI, Loss Recovery or Additional Services) and include in review document
- Broking New Business or Renewals to the market in agreement with AE strategy preparing a comprehensive and high quality business submission document.
- Deal with incoming enquiries from clients (both allocated and unallocated as required), insurers and other third parties in a professional and timely manner involving the relevant AE if necessary due to technical nature or relationship issue.
- Maintain an efficient diary system including age debtors lists, accounts queries, chasing documentation and renewal terms
- Liaise with insurers and other third parties regarding the administration of client's insurance needs.
- Provide high level administration and customer support to another colleague on occasions, as directed by the Commercial Administration Team leader
What's on offer:
- Competitive salary package & benefits
- Joint Pension contribution scheme
- Salary Sacrifice options including dental and healthcare
- Discounts site for restaurants, cinema, retailers
- Cycle to work scheme
- Health & Wellbeing programme
- Casual dress code in office
- Performance related bonus
- Annual leave that rises with length of service
Your Experience:
- Commercial insurance experience either broking or underwriting
- Ability to handle new business enquiries, renewals and midterm adjustments of various insurance policies
- Good understanding of insurance products and insurance options
- Acturis insurance broking software knowledge is an advantage
- Commitment to progress towards Cert CII
- Possession of a full driving licence