Role: Commercial Account Handler (part time role considered)
SUMMARY:
The Commercial Account Handler position is an exceptional opportunity for a career minded individual who wants to make a meaningful contribution within our organisation. The complexity of accounts and innovative service offering fosters both a challenging and rewarding learning environment that will enable one to grow both professionally and financially. Our ability to develop and maintain long term business partnerships means that your expertise and interpersonal skills will be recognised and valued both internally and externally.
POSITION DESCRIPTION
The Account Handler will have responsibility for the servicing and quoting of multi-faceted risks from our inner network of brokers. The primary focus of this position is building broker relationships while delivering excellent service including coverage and service consultation and strong market knowledge.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Essential Duties & Responsibilities:
* Assists in all aspects of servicing and developing new and renewal business
* Strong focus on Property both residential and commercial and who understands the technical aspect of managing and placing property risks both individual and portfolio
* Good connections and an understanding of the local insurer market
* Travels as needed to meet with clients, and provides assistance in the production of new accounts when required
* Serve as an overseer for communication and service with clients; identify and coordinate appropriate internal value-added resources on a client-to-client basis
* Works collaboratively with Introducers, Insurance Consultants, Claims Manager and Support Personnel for the development and delivery of risk summaries, reports, loss analysis/experience information for clients, etc.
* Produces revenue through cross-sales to new and existing clients
* Effectively coordinates with multiple Introducers and team members to accomplish production, retention, and customer service goals
* Develops and maintains positive relationships with insurance company underwriters and representatives to effectively market new and renewal business
* Coordinates the efforts of the Account Manager and Technical Support to service clients efficiently.
* Works closely with Account Manager to ensure service, review, and sign off of policies, endorsements, audits, certificates, etc. are performed in a timely and accurate manner
* May handle all aspects of client relationships on certain accounts
* Mentors staff as required
* Other duties as assigned from time to time
BUSINESS/PROFESSIONAL REQUIREMENTS:
* Minimum of 5 or more years professional experience in Commercial Insurance
* Proficient in Excel, PowerPoint, and MS Outlook
* Proficient with Acturis is essential
* Professional Qualification preferred (CII, CIC, CRM, etc.) or willingness to work towards.
REQUIRED SKILLS/PERSONAL ATTRIBUTES:
* Excellent time management and organisational skills and the ability to handle pressure
* Detail oriented with strong analytical, problem solving, and negotiation skills
* Strong understanding of professional and industry standards and practices
* Exceptional verbal and written communication and presentation skills
* Solid technical ability to identify, create and present data critical to risk management consultation
* Strong aptitude for interpretation of coverage forms, contractual agreements, and financial statements
* Highly motivated with a strong work ethic; able to work independently and with minimal supervision
* Ability to work collaboratively as a key member of a broker team
* Customer service focused, with a high degree of professionalism
* Able to be based within the office on a full time basis.