Commercial Account Handler - Small Business Unit
Commercial Account Handler - Small Business Unit

Commercial Account Handler - Small Business Unit

Bristol Full-Time 21600 - 43200 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage client accounts, renewals, and support the team with various tasks.
  • Company: Join a leading insurance broker known for its collaborative and innovative culture.
  • Benefits: Enjoy a competitive salary, flexible hours, and health perks like online GP access.
  • Why this job: Be part of a supportive team while making a real impact in clients' businesses.
  • Qualifications: Previous experience in account handling and strong communication skills are essential.
  • Other info: Full training provided, with opportunities for professional development and growth.

The predicted salary is between 21600 - 43200 Β£ per year.

Red Recruitment is recruiting a Commercial Account Handler in Bristol City Centre to join our client on a permanent basis. Our client is a leading insurance broker, dedicated to delivering outstanding service to our clients and prides itself on fostering a collaborative, professional, and forward-thinking workplace. The salary for this position is up to Β£36,000 per annum and includes many benefits.

Benefits for a Commercial Account Handler:

  • Salary: Up to Β£36,000
  • Hours: Monday – Friday, 9am - 5pm
  • Contract Type: Permanent
  • Location: Bristol
  • Start Date: ASAP
  • 24 days holiday per annum excluding bank holidays
  • 1 additional lifestyle hour per month (fully flexible hour to be taken as and when needed for personal commitments)
  • Death in service benefit of 4 x annual salary effective from the start of employment
  • 3% contributory pension scheme which will commence after 3 months of employment (increasing to 5% after 5 years’ service)
  • Access to various health and wellbeing benefits including an online GP service, dental service, and mental health support
  • Access to employee perks website which gives retailer discounts and vouchers
  • Annual salary review process
  • Pay for CII membership and all associated exams
  • Full training and development plan based on training needs analysis

Key Responsibilities of a Commercial Account Handler:

  • Servicing all clients within the Small Business Unit, including being responsible for renewals, new business, including broking, day to day queries, report writing and EPIC administration
  • Supporting the Commercial Account Executives and/or Directors with other client work where necessary
  • Ensuring instructions are processed, recorded, and confirmed in a timely and efficient manner, and the Company's activities system is maintained
  • Helping to identify cross-selling opportunities and potential gaps in client cover
  • Complying with relevant regulatory requirements and the company's procedures
  • Complying with the Individual Conduct Rules as required by the SM&CR regulations

Key Skills and Experience of a Commercial Account Handler:

  • You should be able to apply your previous knowledge and understanding to this role
  • You will be expected to be able to prioritise and organise your own workload and to work to pressured deadlines
  • Being able to negotiate effectively with insurers and clients is required
  • Excellent communication skills, both verbally and in writing is essential
  • You will be required to work well as a member of a team
  • You should also hold or be working towards a minimum of Cert CII

If you are interested in this position and have the relevant skills and experience required, please apply now!

Commercial Account Handler - Small Business Unit employer: Red Recruitment

Our client is an exceptional employer located in the vibrant Bristol City Centre, offering a dynamic and supportive work environment for Commercial Account Handlers. With a strong emphasis on employee well-being, the company provides generous benefits including flexible hours, comprehensive health support, and a commitment to professional development through training and annual salary reviews. Join a forward-thinking team that values collaboration and innovation, making it an ideal place for those seeking meaningful and rewarding employment.
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Contact Detail:

Red Recruitment Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Commercial Account Handler - Small Business Unit

✨Tip Number 1

Familiarise yourself with the insurance industry, particularly focusing on small business needs. Understanding common challenges and solutions in this sector will help you engage more effectively during interviews.

✨Tip Number 2

Brush up on your negotiation skills. Since the role requires effective negotiation with insurers and clients, consider role-playing scenarios with a friend or colleague to build confidence.

✨Tip Number 3

Network with professionals in the insurance field, especially those who work in commercial account handling. Attend industry events or join relevant online forums to gain insights and make valuable connections.

✨Tip Number 4

Prepare to discuss your experience with client servicing and how you've handled renewals or new business in the past. Be ready to share specific examples that demonstrate your ability to manage workloads under pressure.

We think you need these skills to ace Commercial Account Handler - Small Business Unit

Client Relationship Management
Insurance Knowledge
Negotiation Skills
Communication Skills
Time Management
Attention to Detail
Report Writing
Regulatory Compliance
Cross-Selling Techniques
Team Collaboration
Problem-Solving Skills
Organisational Skills
Adaptability
Cert CII (or working towards)

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of a Commercial Account Handler. Emphasise your ability to manage client relationships, handle renewals, and support account executives.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples from your past work that demonstrate your communication skills and ability to work under pressure.

Highlight Relevant Qualifications: If you hold or are working towards the Cert CII qualification, make sure to mention this prominently in your application. This shows your commitment to professional development in the insurance sector.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the insurance industry.

How to prepare for a job interview at Red Recruitment

✨Know Your Insurance Basics

Make sure you brush up on your insurance knowledge, especially related to small businesses. Understand the key products and services offered by insurance brokers, as well as any recent changes in regulations that may affect clients.

✨Demonstrate Your Communication Skills

Since excellent communication is essential for this role, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated with clients or team members in the past, showcasing your ability to negotiate and resolve issues.

✨Showcase Your Organisational Skills

Be ready to discuss how you prioritise and manage your workload, especially under pressure. Consider sharing specific instances where you successfully handled multiple tasks or met tight deadlines, as this will demonstrate your ability to thrive in a fast-paced environment.

✨Prepare Questions for the Interviewers

Think of insightful questions to ask about the company culture, training opportunities, and expectations for the role. This shows your genuine interest in the position and helps you assess if the company is the right fit for you.

Commercial Account Handler - Small Business Unit
Red Recruitment
R
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