Commercial Account Handler - Preston, United Kingdom - NFU Agency

NFU Agency

Verified Company

Preston, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Full time

Description

The Role:

Commercial Account Handler - Full Time

Preston, Blackburn & Chorley Agency

As a Commercial Account Handler for NFU Mutual Preston, Blackburn & Chorley, you will provide an excellent standard of advice and service to a portfolio of commercial and farming clients.

This role will see you working within the commercial team and handling a wide range of commercial portfolios including renewal reviews, mid-term amendments and building relationships throughout the year.

In return, you will receive full product and sector training, ongoing professional development and assistance with advancing your CII qualifications.

You will be part of a skilled and accomplished team that has ensured that we are one of NFU Mutual's leading agencies.

This role has clear paths of progression, in both senior practitioner and business management capacities.

As a Commercial Account Handler, you'll need to:

Manage a portfolio of clients and support the business in achieving targets for new business and renewals/retention of current clients
Develop and manage good working relationships with clients, underwriters, financial advisers and other stakeholders
Increase the profitability of existing product lines by encouraging clients to use addedvalue services wherever possible
Consult on the most effective cover for a particular need
Deliver good customer service by responding swiftly to queries and concerns from clients
Keep up to date with current market conditions and competitors' products
Ensure compliance with regulations and procedures as laid down by the Financial Conduct Authority (FCA), by keeping up to date with all changes in the regulatory framework

You'll need to have:

Excellent communication and interpersonal skills
An interest in meeting new people and relationship management skills
A resultsdriven approach to work in order to meet targets and deliver results to tight deadlines
The ability to analyse and interpret data
Attention to detail and accurate record keeping
Excellent time management skills and selfmotivation
A driving license and access to own vehicle is essential

Qualifications and Experience:

Maths and English GCSE (or equivalent) at Grade C or above

Desired

A levels &/or degree (or equivalent)

Desired

Cert CII

Our commitment to you:

Competitive salary starting from £20,000 (negotiable depending on experience)
25 days holiday per annum (plus bank holidays)
Pension Contributions & Life Assurance Scheme

This role falls under the Insurance Distribution Directive.

This means there is a requirement for Continuous Professional Development in role, in addition to ongoing screening checks pre-employment and once in post.

**Please note that you'll be employed by an Agent of NFU Mutual and not by NFU Mutual directly.