Commercial/Corporate Account Handler
We are seeking a Commercial/Corporate Account Handler for a full‑time position at our Cookstown location. This is an on‑site role that involves managing corporate and commercial accounts, providing personalized advice to clients, and supporting their insurance needs. Other responsibilities include processing policy documentation, negotiating with insurers, assisting with purchasing, and maintaining client relationships through regular communication.
Qualifications
* Strong communication and customer service skills to effectively engage with clients and handle queries professionally.
* Experience in sales and purchasing to negotiate policies and secure competitive rates.
* Proficiency in account management to ensure comprehensive and organised management of client accounts.
* Excellent attention to detail, organisational skills, and the ability to prioritise tasks efficiently.
* Knowledge of the insurance industry or prior insurance experience is an advantage.
* Proficiency in computer systems and software relevant to the insurance industry.
* Experienced in commercial insurance 3 years or more, with prior experience as a Commercial/Corporate Account Handler and a demonstrated technical insurance knowledge.
* CII qualifications or working towards them.
* Skilled in client relationship management and confident communicating at all levels.
* Highly organised and detail‑oriented with a proactive approach to problem solving.
* Knowledgeable in SME and corporate insurance products.
* Able to work effectively both independently and as part of a close‑knit team.
* Competent in using broking systems such as Open GI, Acturis and proficient in all Microsoft packages.
What We Offer
* Competitive salary package including attractive pension, life assurance and health insurance.
* Support for CII qualifications and ongoing professional development and bonus on obtaining the qualification.
* Be part of a culture that values teamwork, encouragement, and real career development.
* The chance to work with a respected, forward‑thinking local broker.
Contact
Submit your CV to Martina McElroy at martina.mcelroy@caulfieldinsurance.com
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Management and Manufacturing
Industry
Insurance
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