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For Companies At a Glance
- Tasks: Manage and service a portfolio of commercial insurance clients with excellent customer service.
- Company: An independent insurance brokerage in Ilkley, established in 1970, offering tailored solutions.
- Benefits: Enjoy a competitive salary, professional development, and a supportive work environment.
- Why this job: Join a dynamic team focused on personal service and career growth in the insurance industry.
- Qualifications: Previous experience in insurance and strong communication skills are essential; Cert CII is a plus.
- Other info: Opportunities for career progression and training available.
The predicted salary is between 36000 - 60000 £ per year.
Commercial Account Handler – Insurance Brokerage
Job Openings Commercial Account Handler – Insurance Brokerage
About the job Commercial Account Handler – Insurance Brokerage
My client is looking for an experienced Commercial Account handler.Established in 1970, my client is an independent insurance brokerage based in Ilkley Hall, West Yorkshire. The firm offers tailored insurance solutions for both personal and business needs, emphasising a personalised approach grounded in integrity and professional expertise.
As a Commercial Account Handler, you will manage and service a portfolio of commercial insurance clients. This role involves collaborating with Account Executives, insurers, and clients to ensure effective handling of policies, renewals, and mid-term adjustments while delivering excellent customer service.
Key Responsibilities:
- Client Management:
- Build and maintain strong relationships with commercial clients.
- Act as the primary point of contact for client inquiries and policy administration.
- Provide professional advice and guidance on insurance products and coverage.
- Policy Administration:
- Prepare and process new business quotations, renewals, and mid-term adjustments.
- Negotiate terms with insurers to ensure competitive pricing.
- Issue policy documentation and maintain accurate records.
- Assess client needs and recommend appropriate insurance solutions.
- Ensure compliance with FCA regulations and company policies.
- Support clients during the claims process, liaising between clients and insurers.
- Sales Support & Business Development:
- Assist Account Executives in identifying growth opportunities within the existing portfolio.
- Support cross-selling and upselling of additional products and services.
- Stay informed about market trends and competitor activities.
Key Skills & Experience Required:
- Experience:
- Previous experience as a Commercial Account Handler or similar role in insurance.
- Strong understanding of commercial insurance products, including property, liability, and motor.
- Excellent communication and interpersonal skills.
- Strong negotiation and problem-solving abilities.
- High attention to detail and ability to manage multiple tasks.
- Proficiency in insurance software and Microsoft Office applications.
- Qualifications:
- Cert CII qualification (or working towards it) is desirable but not essential.
- Good educational background, preferably in business or finance.
Why Join Us?
- Competitive salary and benefits package.
- Opportunities for professional development and training.
- Supportive and dynamic work environment.
- Career progression opportunities.
About Us:
Established in 1970, we are an independent insurance broker based in Ilkley,West Yorkshire. We pride ourselves on providing a genuine personal service to all our clients, offering tailored insurance solutions for both personal and business needs. Our team is dedicated to delivering professional expertise with personal integrity, ensuring our clients feel valued and protected
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Commercial Account Handler - Insurance Brokerage employer: The Summit Group
Contact Detail:
The Summit Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Commercial Account Handler - Insurance Brokerage
✨Tip Number 1
Network with professionals in the insurance industry, especially those who work as Commercial Account Handlers. Attend local events or join online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest trends in commercial insurance products. Understanding the market can give you an edge during interviews, showing that you're proactive and knowledgeable about the industry.
✨Tip Number 3
Prepare to discuss your previous experiences in client management and policy administration. Think of specific examples where you've successfully handled client inquiries or negotiated terms with insurers.
✨Tip Number 4
Research our company culture and values. Being able to articulate how your personal values align with ours can make a strong impression during the interview process.
We think you need these skills to ace Commercial Account Handler - Insurance Brokerage
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Commercial Account Handler. Familiarise yourself with client management, policy administration, and sales support to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in commercial insurance or similar roles. Be specific about your achievements and how they relate to the key responsibilities outlined in the job description.
Showcase Your Skills: Make sure to highlight your communication, negotiation, and problem-solving skills. Provide examples of how you've successfully managed client relationships or handled complex insurance policies in the past.
Tailor Your Application: Customise your CV and cover letter for this specific role. Use keywords from the job description, such as 'client management', 'policy administration', and 'insurance products', to demonstrate that you are a perfect fit for the position.
How to prepare for a job interview at The Summit Group
✨Know Your Insurance Products
Make sure you have a solid understanding of commercial insurance products, especially property, liability, and motor. Being able to discuss these confidently will show your expertise and help you connect with the interviewers.
✨Demonstrate Client Management Skills
Prepare examples of how you've built and maintained strong relationships with clients in previous roles. Highlight your ability to act as a primary point of contact and provide excellent customer service.
✨Showcase Your Negotiation Abilities
Be ready to discuss your experience in negotiating terms with insurers. Share specific instances where your negotiation skills led to better outcomes for clients or your previous employer.
✨Highlight Attention to Detail
Since this role involves policy administration and compliance, emphasise your attention to detail. Provide examples of how you've successfully managed multiple tasks while ensuring accuracy in your work.
