At a Glance
- Tasks: Deliver expert insurance advice and manage client relationships to achieve sales targets.
- Company: Join Naturesave, an award-winning ethical insurance broker with over 30 years of experience.
- Benefits: Enjoy 28 days annual leave, a bonus scheme, and support for professional qualifications.
- Other info: Opportunity for career growth in a supportive and dynamic team environment.
- Why this job: Make a positive impact in the insurance industry while working remotely and flexibly.
- Qualifications: Confident communicator with a proactive attitude and a willingness to learn.
The predicted salary is between 35000 - 35000 £ per year.
Salary: Starting from £35,000.00 (depending on experience) plus bonus potential
Working hours: 35 hours per week
Duration: Permanent
Location: Remote / South West Region
About the role
A Commercial Account Handler to join Naturesave in the Totnes office. Please note that whilst we are happy to consider this being a remote role, travel to our Totnes office will be required at least once a month. Further details can be discussed at interview stage.
An exciting opportunity to join the growing team at Naturesave, an award‑winning insurance broker with over 30 years’ experience in providing ethical and sustainable personal and commercial insurance.
As a Commercial Account Handler, you will deliver commercial insurance sales income targets through effective sales and relationship management techniques, providing expert advice and conducting thorough client review meetings with both existing and new commercial insurance clients to maximise business opportunities and support the overall business strategy.
What you'll be doing
- Be an expert in providing holistic insurance reviews for clients, identifying and promoting related insurance products working with both new and existing business clients.
- Deliver individual and team new business income and retention targets, service KPIs and meet workflow standards.
- Continuously improve and maintain own technical competence with an in depth knowledge of all relevant products, market trends and underwriting guidelines to effectively handle referrals and a variety of complex work.
- Achieve individual objectives and key performance indicators as set and agreed.
- Underwrite any scheme policies in line with underwriting levels and referral guidelines.
- Ensure claims are handled efficiently, clearly and in good time and followed through to settlement with the client being kept well informed at all times.
What you'll need to have
- Confident and capable of building rapport over the telephone to provide an excellent client experience.
- Creative and effective in helping to shape the team to focus on service, quality standards and efficiency.
- Tenacious, positive and pro‑active to new challenges and opportunities.
- Ability to work in a regulated, compliant and client focused environment.
- Organised, resourceful, deadline driven and supportive of the wider team.
What makes you stand out
- Chartered Insurance Institute Certificate in Insurance (hold/willing to work towards).
What we offer
- 28 days annual leave plus bank holidays.
- Birthday off.
- Group personal pension.
- Bonus scheme.
- Holiday buy scheme.
- An array of health and wellbeing benefits, company cash plan, income protection and life assurance.
- Enhanced sick pay and parental leave.
- Support and funding toward study and professional qualifications.
- Paid time off for volunteering.
We welcome applications from everyone.
Commercial Account Handler Lloyd & Whyte · United Kingdom · in Totnes employer: Benefact Group plc
Naturesave is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee well-being and professional growth. With a commitment to ethical practices and sustainability, employees enjoy generous benefits such as 28 days of annual leave, a bonus scheme, and opportunities for further education and volunteering, all while working in a flexible remote environment with occasional travel to the picturesque Totnes office.
StudySmarter Expert Advice🤫
We think this is how you could land Commercial Account Handler Lloyd & Whyte · United Kingdom · in Totnes
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, especially those who work at Naturesave or similar companies. A friendly chat can sometimes lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for the interview by researching common questions for Commercial Account Handlers. Think about how your experience aligns with their needs and be ready to share specific examples of how you've built client relationships and met targets.
✨Tip Number 3
Show off your personality! During interviews, let your confidence and enthusiasm shine through. Remember, they’re looking for someone who can build rapport with clients, so be yourself and engage genuinely.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at Naturesave.
We think you need these skills to ace Commercial Account Handler Lloyd & Whyte · United Kingdom · in Totnes
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Commercial Account Handler role. Highlight relevant experience and skills that match the job description, like your ability to build rapport and manage client relationships.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about working with Naturesave and how your values align with their commitment to ethical and sustainable insurance.
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you’ve met or exceeded targets in previous roles to demonstrate your capability and tenacity.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of all the amazing candidates like you!
How to prepare for a job interview at Benefact Group plc
✨Know Your Stuff
Make sure you brush up on your knowledge of commercial insurance products and market trends. Being able to discuss these topics confidently will show that you're serious about the role and can provide expert advice to clients.
✨Showcase Your People Skills
As a Commercial Account Handler, building rapport with clients is key. Prepare examples of how you've successfully managed client relationships in the past, especially over the phone. This will demonstrate your ability to create an excellent client experience.
✨Be Ready for Challenges
The job requires a proactive approach to new challenges. Think of instances where you've tackled difficult situations or adapted to changes in a work environment. Highlighting your tenacity and positive attitude will make you stand out.
✨Understand the Company Culture
Research Naturesave and their commitment to ethical and sustainable practices. Showing that you align with their values and understand their mission will help you connect with the interviewers and demonstrate your enthusiasm for the role.
