David Roberts and Partners was formed in 1977. Founded in Ormskirk, before moving to Southport, the organisation has now grown into a family of independent insurance brokers. With businesses spanning the UK and Europe. We have a team of over 350 dedicated colleagues, we place over £370m premium with direct access to Lloyd’s of London and other specialist international markets.
Position Summary:
As a Commercial Account Handler, you will play a pivotal role in providing exceptional service to our commercial clients. Your responsibilities will be to handle new and existing Commercial business. This will be managing the client account from the initial process of taking all the information, then marketing the details and negotiating with our Insurer partners to place the cover, processing policies, along with handling the renewals and mid-term adjustments. This position demands strong attention to detail, excellent organisational skills, and a proactive approach to delivering exceptional client service.
As a Commercial Account Handler, you will be responsible for the following:
* Assisting Account Executives in managing a portfolio of commercial insurance clients.
* Managing your own commercial clients
* Build and maintain ongoing relations with clients
* Take information from clients, to enable assessment of their insurance needs and risk profile
* Research insurance companies’ policies and negotiate to find the most suitable cover
* Ensure that clients understand the terms and cover provided
* Manage client needs throughout the policy life to include any amendments
* Advise clients in respect of claims and how to mitigate risk
* Generate new Commercial enquiries
* Process insurance policies, endorsements, and renewals accurately and efficiently.
* Liaising with our clients to gather necessary information for underwriting purposes.
* Provide exceptional client service by promptly addressing any enquiries and concerns.
* Collaborate with underwriters to negotiate terms and coverage on behalf of clients.
* Prepare accurate documentation and maintain client records in compliance with regulatory standards.
* Support claims management by facilitating communication between our clients and our claims departments.
* Stay updated on industry trends, insurance products, and regulatory changes.
Key Performance Indicators:
* Client satisfaction ratings.
* Timeliness and accuracy of policy processing.
* New business written policies.
* Efficiency in handling client enquiries and requests.
* Compliance with regulatory standards and internal procedures.
Key Relationships:
* Commercial Account Executives.
* Branch Director/Directors
* Internal support staff.
Qualifications/Key Skills Required:
* Strong understanding of commercial insurance products and terminology.
* Excellent communication and interpersonal skills.
* Attention to detail and accuracy in data entry and documentation.
* Ability to work effectively in a fast-paced environment.
* Proficiency in insurance software (Acturis desirable) and Microsoft Office suite.
* Problem-solving and decision-making abilities.
* Client-focused mindset with a commitment to delivering exceptional service.
* Knowledge of regulatory requirements and compliance standards in the insurance industry.
Education/Experience:
* Relevant experience in commercial insurance, account management, or customer service roles.
* Insurance industry certifications; such as, Cert CII desirable (or training support provided by the business to help with qualification progress)
* Familiarity with insurance brokerage operations and procedures is beneficial.
Compensation Package:
* Discretionary annual bonus linked to the business hitting KPIs
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