Corporate Account Handler
Corporate Account Handler

Corporate Account Handler

Harleston Full-Time 36000 - 60000 £ / year (est.) No home office possible
P

At a Glance

  • Tasks: Deliver tailored insurance advice and build strong client relationships.
  • Company: Join a forward-thinking company that values innovation and growth.
  • Benefits: Enjoy flexible working, competitive salary, and discounts on tech and travel.
  • Why this job: Be part of a supportive team focused on professional development and client success.
  • Qualifications: Cert CII qualification or equivalent experience in Commercial Insurance required.
  • Other info: We are an equal opportunities employer committed to diversity and inclusion.

The predicted salary is between 36000 - 60000 £ per year.

Job Description

Corporate Account HandlerAbout the role:We are seeking someone to deliver excellent service and tailored insurance advice to new and existing clients, while supporting Account Executives with business growth and client retention.You will build strong client relationships, ensure timely and compliant administration, and help clients achieve their goals while meeting regulatory requirements. This role balances outstanding service, business development, and operational excellence.Responsibilities: 
  • Build and maintain strong client relationships, acting as a trusted advisor and providing tailored insurance, risk management, and employee benefits solutions.
  • Support Account Executives in driving business growth and client retention, collaborating to maximise opportunities and ensure client needs are met.
  • Arrange and secure suitable insurance coverage, ensuring competitive pricing and clear communication of terms, renewals, and adjustments.
  • Ensure accurate, timely, and compliant processing across core systems, following company policies and proactively addressing issues.
  • Work closely with internal teams, including Service Delivery, Finance, and Credit Control, to deliver optimal outcomes and resolve queries.
  • Participate in meetings, training, and continuous improvement activities to maintain professional development and compliance.
  • Liaise with Finance and Credit Control to promptly address and resolve queries.
  • Participate in meetings, events, and training sessions to fulfil CPD requirements.

Experience & Attributes:

  • Minimum of Cert CII qualification (or equivalent experience)
  • Good understanding of the main classes of Commercial Insurance.
  • A good understanding of Acturis or other Insurance IT platforms
  • Good knowledge of the application of FCA compliance and regulatory requirements
  • An understanding of current market conditions and emerging insurance demands and how they can be met from the PIB product suite
  • Confident use of MS Office suite
  • Organised & good time management skills, with the ability to prioritise according to client and business need and plan ahead to ensure SLAs are met.
  • Excellent communications skills, being grammatically articulate when conversing with clients.
  • Positive attitude and strong customer focus
  • Commitment to quality and commercial awareness
  • Effective communication and teamwork
  • A good focus on self-development, planning, and perseverance

Why Join Us?

  • Competitive salary and benefits package
  • Flexible working and holiday options
  • Pension, enhanced parental leave, and life insurance
  • Discounts on technology, travel, and leisure
  • Learning and development opportunities
  • Volunteering and charity support days

Join a company that values innovation, growth, and its people. Apply now to take the next step in your career.We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.#HPREF-222 653

Corporate Account Handler employer: pib Group

Join a dynamic team as a Corporate Account Handler where you will thrive in a supportive environment that prioritises employee growth and development. With a competitive salary, flexible working options, and a strong commitment to innovation, this company fosters a culture of collaboration and excellence, ensuring you have the tools and opportunities to succeed while making a meaningful impact on clients' lives.
P

Contact Detail:

pib Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Corporate Account Handler

✨Tip Number 1

Familiarise yourself with the key responsibilities of a Corporate Account Handler. Understanding how to build and maintain strong client relationships will be crucial, so think about examples from your past experiences where you've successfully done this.

✨Tip Number 2

Brush up on your knowledge of commercial insurance and the regulatory requirements set by the FCA. Being able to discuss current market conditions and how they impact clients will show that you're proactive and well-informed.

✨Tip Number 3

Network with professionals in the insurance industry, especially those who work with Acturis or similar IT platforms. This can provide you with insights into best practices and may even lead to referrals or recommendations.

✨Tip Number 4

Demonstrate your commitment to continuous professional development. Mention any relevant training or certifications you are pursuing, as this shows your dedication to staying updated in the field and improving your skills.

We think you need these skills to ace Corporate Account Handler

Client Relationship Management
Insurance Knowledge
Risk Management
Employee Benefits Solutions
Business Development
Regulatory Compliance (FCA)
Acturis or Insurance IT Platforms
Time Management
MS Office Proficiency
Communication Skills
Problem-Solving Skills
Team Collaboration
Attention to Detail
Continuous Professional Development (CPD)
Commercial Awareness

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in insurance and client relationship management. Emphasise any qualifications like Cert CII and your understanding of commercial insurance.

Craft a Compelling Cover Letter: Write a cover letter that showcases your customer service skills and ability to support business growth. Mention specific examples of how you've built strong client relationships in the past.

Highlight Relevant Skills: In your application, focus on skills such as communication, organisation, and time management. Provide examples of how you've successfully managed client needs and ensured compliance with regulations.

Show Enthusiasm for Continuous Learning: Mention your commitment to professional development and staying updated on industry trends. This could include any training or certifications you are pursuing or have completed.

How to prepare for a job interview at pib Group

✨Know Your Insurance Basics

Make sure you have a solid understanding of the main classes of Commercial Insurance. Brush up on your Cert CII knowledge and be ready to discuss how you can apply this in real-world scenarios.

✨Demonstrate Client Relationship Skills

Prepare examples of how you've built and maintained strong client relationships in the past. Highlight your ability to act as a trusted advisor and provide tailored solutions that meet client needs.

✨Showcase Your Teamwork Abilities

Since this role involves collaborating with Account Executives and various internal teams, be ready to discuss your experience working in a team environment. Share specific instances where your teamwork led to successful outcomes.

✨Be Ready for Compliance Questions

Familiarise yourself with FCA compliance and regulatory requirements. Expect questions about how you ensure compliance in your work and be prepared to discuss any relevant experiences.

Corporate Account Handler
pib Group
P
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>