At a Glance
- Tasks: Manage client relationships and renew commercial insurance policies to drive sales success.
- Company: Join Trevellyan, a dynamic company focused on growth and client satisfaction.
- Benefits: Gain valuable experience, training, and the chance to exceed your targets.
- Other info: Collaborative team environment with opportunities for personal and professional growth.
- Why this job: Make a real impact in the insurance industry while developing your skills.
- Qualifications: 3+ years in commercial insurance and a passion for client engagement.
The predicted salary is between 30000 - 40000 £ per year.
For Trevellyan, this role directly affects the sales performance and profitability of the business unit as it is wholly responsible for the renewal of existing clients' commercial insurance. The Account Handler must be commercially minded and learn about commercial insurance from an advisory position; it is also their responsibility to renew a minimum of 95% of the existing policies. Understanding the renewal and new business process is essential.
The Account Handler will be responsible for targets and KPIs by working closely with colleagues and management to ensure that all actions taken fully support the business operational requirements in line with company brand & vision, policies, code of conduct & organisational culture.
Job Responsibilities & Performance Standards- Ensure the new business and renewal processes are followed and understood.
- Ensure all customers receive 30, 60, and 90-day calls and support with their renewal.
- Create quotes for all renewals/new business quotes in line with FCA treating customers fairly.
- Consistently use the CRM system to diary reminders to call people and update details of existing/new clients.
- Complete health checks on all current clients.
- Hold “Close Meetings” with your Broker/Account Handler to discuss the strategy required to close the sale and role-play it.
- Complete fact finds with all required information and create a comprehensive in-house industry-specific Fact Find questionnaire.
- Broker the clients' renewal/new business quote as per the Premium Guide.
- Where feasible, quote the renewal/new business quote with additional broker fees to maximize the company profit.
- Close the sale & take payment from the customer where needed.
- Exceptional training and development of training programs.
- Passion to teach commercial insurance.
- Ability to coach and mentor new starters.
- Training that delivers excellence and rounded individuals for the insurance industry.
- Extensive knowledge of the Commercial Insurance market.
- Good working relationships with insurers.
- Desire to hit & exceed targets.
- Excellent diary management.
- Be extremely well organized & know how to prioritize tasks.
- Be empathetic with regards to customers' needs.
- Understand the importance of adhering to FCA policies & procedures.
- Presents themselves in a professional manner either face to face or on the telephone.
- A team player who interacts & blends well with colleagues & management.
- Proven ability to work under pressure and to tight deadlines.
- Act on own initiative when situations dictate.
- Pay attention to detail.
- Possess excellent negotiation skills that produce maximum results.
- Numerate and PC literate with excellent MS Word & Excel skills.
- Adhere to company policies, code of conduct & culture.
- Ability to manage all aspects of client engagement.
- Be able to create sales presentations to both clients & insurers with credibility.
- Strictly maintain confidentiality & preserve sensitive information of clients & company.
- Have a firm belief in a “Treat Customers Fairly” culture.
- Qualifications and Education: CII preferred.
- Experience (Years & Type): 3 years +.
- Training: Broker Assess.
- Knowledge: Wide range of Commercial Insurance Markets.
Commercial Account Handler employer: Trevellyaninsurance
At Trevellyan, we pride ourselves on being an exceptional employer that fosters a supportive and dynamic work culture. Our commitment to employee growth is evident through our comprehensive training programmes and mentorship opportunities, ensuring that you not only excel in your role as a Commercial Account Handler but also develop a deep understanding of the commercial insurance market. Located in a vibrant area, we offer a collaborative environment where teamwork and innovation thrive, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Commercial Account Handler
✨Tip Number 1
Get to know the company inside out! Research Trevellyan's values, culture, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your pitch! Role-play with a friend or family member to nail down how you'll present your skills and experience. Make sure to highlight your understanding of commercial insurance and how you can help meet those renewal targets.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 4
Don’t forget to follow up! After any interviews or meetings, send a quick thank-you note. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Commercial Account Handler
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Commercial Account Handler role. Highlight your experience in commercial insurance and any relevant skills that align with the job description. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about commercial insurance and how your background makes you a great fit for the role. Don’t forget to mention your understanding of the renewal process and client engagement.
Showcase Your Achievements:When detailing your past roles, focus on your achievements rather than just responsibilities. Did you exceed targets or improve client satisfaction? We love to see numbers and results that demonstrate your impact!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Trevellyaninsurance
✨Know Your Insurance Stuff
Make sure you brush up on your knowledge of commercial insurance before the interview. Understand the renewal and new business processes, as well as the FCA policies. Being able to discuss these topics confidently will show that you're serious about the role.
✨Practice Makes Perfect
Role-play potential scenarios with a friend or colleague. This could include handling client calls or discussing strategies with a broker. The more you practice, the more comfortable you'll be during the actual interview, especially when it comes to demonstrating your negotiation skills.
✨Show Off Your Organisational Skills
Be prepared to talk about how you manage your diary and prioritise tasks. Give examples of how you've successfully handled multiple clients or tight deadlines in the past. This will highlight your ability to work under pressure and keep everything running smoothly.
✨Emphasise Teamwork and Communication
Since this role involves working closely with colleagues and management, be ready to discuss your experience as a team player. Share examples of how you've collaborated with others to achieve targets or improve processes, and don’t forget to mention your empathy towards customer needs!
