Commercial Insurance Account Handler - Lancaster, United Kingdom - Cameron James

Cameron James
Cameron James
Verified Company
Lancaster, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Commercial Insurance Account Handler - Lancaster - Potential of Account Executive role

Basic Up to 35k DOE + Bonus, Pension, Life Insurance and Flexible Benefits


Our client is a leading Independent Insurance Broker who has been trading for over 40 years who are now looking for an experienced Account handler to assist the account Director in the day today running of the book of Business.


Key responsibilities:

Working with the Account Directors with responsibility for the day to day administration of accounts, point of contact for routine enquiries, issuance of documentation (including invoices, summaries, certificates etc.).


  • Assisting in the presentation of risks to underwriters and negotiation of terms.
  • Liaising with Insurers and clients
  • Utilising online quote facilities (training provided)
  • Managing own book of smaller commercial clients, dealing with all aspects of the annual insurance cycle including renewal.
  • Cross selling other insurance products

Skills and Experience:


  • Experience within the Insurance Industry with particular reference to commercial insurance.
  • Excellent communication and administration skills.
  • Ability to organise workflow, prioritising tasks as required, with minimum supervision.
  • Strong report and letter writing skills using Microsoft Word & Excel.
  • Previous sales experience would be beneficial.
  • Cert CII qualified or progress towards beneficial
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