Commercial Account Handler
hace 8 días
Plymouth
We're working with a well-established independent insurance broker in Plymouth who are looking to recruit a Commercial Account Handler to join their growing commercial team. This role is perfect for someone with personal lines experience looking to transition into commercial insurance, or for a commercially minded handler seeking a new challenge. The Role: • As a Commercial Account Handler, you'll be responsible for managing a portfolio of SME and mid-market commercial clients, handling renewals, day-to-day servicing, and liaising with insurers to deliver high-quality solutions., • Key Responsibilities:, • Managing renewals, adjustments, and client queries for commercial clients, • Preparing and issuing policy documentation and renewal information, • Liaising with insurers to secure competitive cover, • Maintaining accurate client records and documentation, • Supporting Account Executives with client meetings and servicing, • Ensuring all work meets regulatory and company standards About You: • Experience in personal or commercial insurance broking, • Good understanding of commercial products is desirable, but training can be provided, • Excellent communication and organisational skills, • Customer-focused, proactive, and detail-oriented, • Cert CII qualified or working towards, • Experience using A...