Commercial Account Handler in Poole

We are actively looking for a Commercial Account Handler to join a growing Consumer & Local Commercial team. The team has expanded rapidly in recent years, and now has over 200 people across the UK. In this role you will be responsible for building rapport with new and existing clients – from sole traders through to the MD/CEO of large organisations – and working closely with the Branch Manager to achieve objectives.

About you

• Strong attention to detail as you will be reviewing client documentation, ensuring the information is comprehensive and accurate to support the quoting process.
• Ability to build and maintain strong relationships with internal stakeholders, clients and external contacts to ensure we meet expectations and compliance standards.
• Assisting the Commercial Account Executives in achieving high levels of renewal retention, whilst exceeding customer expectations and meeting FCA requirements.
• Willingness to learn, as every day will be different.
• 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.

Rewards

• 25 days holiday, increasing to 27 days through service (plus bank holidays)
• Access to a Healthcare Cashplan, which gives you access to 17 different benefits, all paid for by us
• Excellent training and development schemes with accelerated career progression
• Fully funded CII professional qualification
• Enhanced maternity & paternity policies
• Cycle to work loan scheme available to all employees
• Discount on gym membership across the UK – national and local gyms included
• Access to discounted personal health policies as well as a range of insurance products including home, motor, travel, specialist vehicles, critical illness, private medical, income protection etc.
• Access to hundreds of highstreet retailer discounts through our reward and recognition platform
• Employee Assistance Programme (EAP) to support employees outside of work

Our Culture: People First

We’ve travelled far since opening our first office in 1994. Back then we were local experts – based in London, with direct access to the world’s biggest insurance market. We’re still locals, and we still deliver the right advice and the right insurance to our clients. But now, we’re local all over the world. With 15,000 global colleagues and a partner network spanning more than 100 territories, we are the largest independent insurance broker in the world. But our values haven’t changed since day one, when we set out to create a company grounded in:

• Employee-ownership model
• Aligned external investors
• The trust and integrity born of friendship
• Expertise
• Independence

What do we offer in return?

A career that you define. We value diversity – there is no one type. Instead, we’re looking for individuals who share the same values as us. Our successes have all come from someone brave enough to try something new. We support each other in the small everyday moments and the bigger challenges. We are determined to make a positive difference at work and beyond. This people-first approach creates an environment where talent thrives, collaboration is encouraged, and colleagues are empowered to be the best version of themselves.

Diversity & Inclusion

The company treats colleagues, candidates, clients, and business partners with equality, fairness and respect, regardless of age, disability, race, religion or belief, gender, sexual orientation, marital status, or family circumstances.