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Commercial account handler

Aveley
OPRA GROUP
Commercial account handler
Posted: 15h ago
Offer description

A Commercial Account Handler is the backbone of a broker’s commercial team, responsible for servicing clients, ensuring compliance, liaising with insurers, and supporting revenue growth. Benefits * Family Run Business * Company Pension * Sick Leave Policy as industry standard * The company encourages career progression, ongoing support and training * Good work-life balance * The company is a long-established business with a culture that values teamwork and good client relationships Overall Objective as Commercial Account Handler * Manage and develop an existing book of commercial insurance business. * Ensure FCA compliance and deliver high-quality client service. * Support Account Executives in revenue generation and retention. Key Responsibilities * Client Service & Administration * Handle new business, renewals, mid-term adjustments, claims, and queries. * Issue cover notes, arrange premium financing, and ensure accurate documentation. * Insurer Liaison * Market renewals, obtain quotations, and negotiate terms with insurers. * Ensure timely communication with insurers and clients. * Compliance * Follow FCA regulations and company procedures. * Use checklists and compliance manuals to demonstrate adherence. * Business Development * Identify cross-selling opportunities and gaps in cover. * Attend pre-renewal strategy meetings and contribute to client retention plans. Skills & Competencies * Strong knowledge of commercial insurance products (property, liability, motor fleet, etc.). * Excellent communication and relationship-building skills. * Attention to detail and ability to manage multiple client accounts. * Proficiency in insurance systems and documentation processes. * Ability to drive Is this job for you? Please apply as we are waiting to talk to you

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