Senior Commercial Account Handler

Title: Senior Commercial Account Handler

Location: Ipswich, Suffolk

Salary: Negotiable + Benefits

Overview:

We are currently looking for an experienced Senior Account Handler to join the professional and welcoming team based out of the office in Ipswich.

The position will require servicing of client accounts within the renewals lifecycle process, including renewal administration, preparation of presentations to insurers, negotiating premiums with underwriters, processing adjustments and preparing client reports and other documentation. Experience of working as an Account Handler (commercial classes and non motor) is required and you will need to be able to demonstrate a good understanding of customer service, negotiation skills, broking and market awareness.

This is a good long term opportunity that will suit an experienced Broker/Account Handler with good cross class commercial insurance knowledge that is looking for the next step or to take on wider responsibilities.

The day to day:

• Broking/handling New Business, Mid-term Adjustment and Renewals to the market in and preparing comprehensive high quality business submission documents.
• Work with Account Executives/Directors in the achievement of New Business and Renewal targets through proactive administration and customer support.
• Support AE’s/Directors through management of their prospect pipeline, provide profiling on prospects through use of telephone, other media and by accessing information within the public domain.
• Be aware of current New Business appointments and undertake some pre visit fact finding. This will include research of Credit Safe, Google, website etc. and produce documentation in agreed format
• In advance of new business visits obtain quotations for possible up sales (e.g. Excess PL, D&O, Excess PI, Loss Recovery or Additional Services)
• Prepare detailed Renewal Review reports on behalf of the book or AE and obtain current claims experience where needed
• Obtain quotations for agreed ‘up sales’ (e.g. Excess PL, D&O, Excess PI, Loss Recovery or Additional Services) and include in the review document
• Deal with incoming enquiries from clients (both allocated and unallocated as required), insurers and other third parties in a professional and timely manner involving the relevant AE/Director if necessary due to technical nature or relationship issue.
• Maintain an efficient diary system including age debtors lists, accounts queries, chasing documentation and renewal terms
• Liaise with insurers and other third parties regarding the administration of client’s insurance needs.
• Provide high level administration and customer support to another colleague on occasions, as directed by the Commercial Administration Team leader

What’s on offer:

• Negotiable salary package & additional benefits
• Joint Pension contribution scheme
• Annual leave that rises with length of service
• Hybrid working 1/2 days a week from home

Your Experience:

• Requirement of at least 5+ years commercial insurance experience either broking or underwriting
• Confident in handling new business enquiries, renewals and midterm adjustments for various insurance policies
• Strong understanding of commercial insurance markets, products, wordings and options
• Acturis insurance broking software knowledge is an advantage