Commercial Account Handler

  • Job Reference: TMPAccHanNott
  • Date Posted: 12 May 2022
  • Recruiter: Massenhove Recruitment
  • Location: Nottinghamshire
  • Remote Working: Temporarily remote due to COVID-19
  • Salary: On Application
  • Sector: Broking and Broker Support
  • Job Type: Permanent
  • Contact: Tony Martin
  • Email: tmartin@massenhove.co.uk
  • Telephone: 0333 121 8000

Job Description

Commercial Account Handler - Commercial Insurance

Job Market - Insurance

Job Location - London 

 

Commercial Account Handler - About the role

To assist Account Executives with the retention of existing customers by continual development of relationships and delivery of customer service standards.

Commercial Account Handler - Key duties

Day to day planning and allocation of tasks/new business and renewals

Managing individual staff work load where needed - This is monitored by submission of weekly work states and discussions held during the weekly account handler meeting.

Managing the central renewal list for the Property & Construction division - this includes keeping a central database of renewals 90 days in advance. Producing individual account exec reports and distributing on a monthly basis.

A referral point within the team for technical, processing and system queries.

Dealing with complaints from a ground level, engaging with clients where necessary and/or assisting the account handler in resolving any issues.

Provision of professional advice and service to client

Provision of quotations as directed

Preparation and issue of Risk Registers / Pre-renewal Agendas / Submission / Renewal Reports for issue to Clients/Insurers

Documentation checking prior to account Executive signing off prior to subsequent issue

Securing payment from clients within timescales

Diary - accurate use and maintenance

Accurate use of task bar & diary systems to ensure workload is managed and any problems reported to Commercial Manager

Commercial Account Handler - Key requirements

Good working knowledge of Commercial Insurance contracts

Cert CII qualified (or equivalent experience)