Commercial Account Handler in Poole, Dorset

Cowell Recruitment are delighted to be assisting our client in their search for a Commercial Account Handler based in Poole. Due to expansion, an exciting position has become available for a Commercial Account Handler to join our friendly and professional team. The successful candidate will earn a competitive salary with an opportunity to build a successful career.

Come and join us and work in a well-established company that invests in its staff and provides continuous training and support and an opportunity to grow in the business.

The Role:

We are seeking a highly motivated and experienced Insurance Account Handler to join our busy and friendly team. In this pivotal role, you will be responsible for managing a portfolio of commercial and/or personal lines clients, providing outstanding service, and building lasting relationships. You will be a key point of contact for clients, ensuring their insurance needs are met efficiently and effectively.

In this role you will be responsible for building rapport with new and existing clients, who could range from sole traders, through to the MD/CEO of a large organisation, and working closely with the Branch Manager to achieve objectives.

About you:

• You will have strong attention to detail as you will be reviewing client documentation, ensuring the information is comprehensive and accurate to support the quoting process.
• You must have the ability to build and maintain strong relationships with internal stakeholders, clients and external contacts to ensure we meet expectations and compliance standards.
• You will be assisting the Commercial Account Executives in achieving high levels of renewal retention, whilst exceeding customer expectations and meeting FCA requirements.
• You are willing to learn, as every day will be different. This is a great opportunity to progress your career as a Commercial Account Handler and further your professional qualifications.
• You have the ability to process data promptly and accurately on relevant systems in order to support and improve high levels of client service, internal process execution and to facilitate informed analysis.

Why Join Us?

• Competitive basic salary of up to £45 K (Neg / DOE).
• 22 days holiday (plus bank holidays), increasing through length of service.
• A set of core benefits, designed with your health and financial protection in mind:

• Life Assurance up to 4 x salary, protecting your loved ones in case the worst should happen.
• Income protection, guaranteeing an income for up to 5 years in the event of an illness or injury.
• Contributory pension scheme 4% employer contribution and 5% employee contribution, rising to 5% & 5% in April 2025.
• Access to a Healthcare Cash-plan, which gives you access to a variety of health related benefits.
• Access to a host of lifestyle and financial benefits that you can choose from: Discounts on gym membership across the UK, Salary sacrifice schemes, Travel Insurance, Cycle to Work, Car leasing, Technology purchase.
• Access to a range of insurance policies at discounted rates.
• Access to hundreds of high-street retailer discounts.

• On going training and development - Further studies paid (Cert CII).
• Excellent training and development schemes with accelerated career progression.
• Enhanced maternity & paternity policies.
• Employee Assistance Programme (EAP) to support employees outside of work.

The above details just a handful of the benefits available to our employees.

Hours: 08:30 am - 5:00 pm Monday - Friday. Onsite role.

Cowell Recruitment is an equal opportunities recruiter. Please note: Only applicants with the right to work full time (RTW) will be considered for this role.