At a Glance
- Tasks: Handle commercial and personal insurance accounts, from quotes to policy management.
- Company: Dynamic insurance firm with a supportive team environment.
- Benefits: Competitive salary, 26 days holiday plus your birthday off, and free parking.
- Other info: Opportunity for independent work and professional growth in a collaborative setting.
- Why this job: Join a growing industry and make a difference for clients with your expertise.
- Qualifications: Experience in insurance handling and strong communication skills.
Commercial Insurance Account Handler - Lichfield office based 5 days per week
Overview of Benefits of the position:
- Salary negotiable DOE to c 55-60k
- Free Car parking or parking permit
- 26 days holiday plus their Birthday off
Overview of Job Specification:
- Account Handler for all types of commercial & personal insurances ranging from single policy to business portfolios (e.g. Motor, Motor Fleet, Commercial Combined, Household, High Net Worth, Travel, Liability, Property, PI, LE, Marine etc.) for new business, adjustments and renewals
- Obtaining quotations from insurer portals, Acturis quote system & manual marketing
- Adding client policy records to Acturis
- Updating Acturis policy records with any changes
- Ownership of policy from start to finalising cover
- Checking policy cover and endorsement wordings
- Invoicing new business, renewals, mid-term adjustments
- Responsible for creating and managing own tasks with regular updates to clients & Directors
- Hands on approach with insurers, clients & Directors
- Responding to all email and phone queries in a timely manner
- Writing letters to clients
- Independent working and learning
- Negotiating favourable policy terms on behalf of clients
- From time to time, attending client meetings off site
- Preparing meeting notes
- Efficient use of Acturis system (full training will be given)
- Submitting a weekly work return
- Working as part of team
- Critical thinking and problem solving
If you wish to apply for this position please click on the link and a consultant from Cameron James Professional Recruitment will be in contact with you.
Insurance Broker in Lichfield employer: Cameron James Professional Recruitment
Join our dynamic team in Lichfield as a Commercial Insurance Account Handler, where we prioritise employee well-being with competitive salaries, generous holiday allowances, and free parking. Our supportive work culture fosters professional growth through hands-on training and opportunities for independent learning, making it an ideal environment for those seeking a rewarding career in insurance.
Contact Detail:
Cameron James Professional Recruitment Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Insurance Broker in Lichfield
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, attend local events, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We recommend practising common interview questions and tailoring your answers to highlight your experience with commercial and personal insurances. Show them you’re the perfect fit!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. We suggest mentioning something specific from the interview to make it personal.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job as an Insurance Broker. Plus, it’s a great way to stay updated on new opportunities tailored just for you.
We think you need these skills to ace Insurance Broker in Lichfield
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Insurance Broker role. Highlight your experience with commercial and personal insurances, and don’t forget to mention any specific systems like Acturis that you’ve used.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role. Mention your hands-on approach and how you handle client queries efficiently.
Showcase Your Skills:In your application, be sure to showcase your critical thinking and problem-solving skills. Give examples of how you've negotiated favourable policy terms or managed tasks independently in the past.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get back to you quickly!
How to prepare for a job interview at Cameron James Professional Recruitment
✨Know Your Insurance Stuff
Make sure you brush up on your knowledge of commercial and personal insurances. Familiarise yourself with different types of policies like Motor, Liability, and Property. Being able to discuss these confidently will show that you're serious about the role.
✨Master Acturis Basics
Since you'll be using the Acturis system, it’s a good idea to get a basic understanding of how it works. Even if you’ll receive training, showing that you’ve done your homework can impress the interviewers and demonstrate your proactive attitude.
✨Prepare for Client Scenarios
Think about potential client scenarios you might face in the role. Prepare examples of how you would handle queries or negotiate policy terms. This will help you showcase your critical thinking and problem-solving skills during the interview.
✨Show Your Team Spirit
This role involves working as part of a team, so be ready to discuss your experiences collaborating with others. Share examples of how you've contributed to team success in previous roles, as this will highlight your ability to work well with colleagues and clients alike.
