Accounts Handler - Stockport, Greater Manchester, United Kingdom - Flooder

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    Description
    Commercial Account Handler - Various - Macclesfield, Stockport, Southport, Morley (Leeds), Paisley (Scotland)

    Founded in Ormskirk, before moving to Southport, the organisation has now grown into a family of independent insurance brokers


    Compensation Package:
    Junior £20k-£30k, Experienced £30k-£40k, Senior / Team Leader £40k-£50k
    Annual bonus linked to the business hitting KPIs
    Group Pension Plan
    Group Life Cover
    The Commercial Account Handler role


    As a Commercial Account Handler at our business, you will play a pivotal role in providing exceptional service to our commercial clients.

    Your primary responsibility will be to support our Account Executives in managing client accounts, processing policies, and ensuring smooth communication between clients, the service teams, and our insurer partners.

    Roles & Responsibilities of the Commercial Account Handler

    As a Commercial Account Handler you will be responsible for the following:
    Assisting Account Executives in managing a portfolio of commercial insurance clients.
    Process insurance policies, endorsements, and renewals accurately and efficiently.
    Prepare accurate documentation and maintain client records in compliance with regulatory standards.
    Support claims management by facilitating communication between our clients and our claims departments.
    Stay updated on industry trends, insurance products, and regulatory changes.

    Strong understanding of commercial insurance products and terminology
    Attention to detail and accuracy in data entry and documentation
    Proficiency in insurance software (Acturis desirable) and Microsoft Office suite
    Knowledge of regulatory requirements and compliance standards in the insurance industry

    Relevant experience in commercial insurance, account management, or customer service roles
    such as, Cert CII (training support provided by the business to help with qualification progress)