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Commercial Account Handler

JOB SPECIFICATION

Insurance
West Sussex

OVERVIEW


Job Title: Commercial Account Handler

Salary: £27,000

Location: Hove, East Sussex

Job Purpose: The role of Commercial Account Handler is to manage a portfolio of existing clients, dealing with insurance issues relating to changes in their requirements and renewals. Develop new business to grow the account and cross-sell leads into Business Solutions.

Principal Accountabilities:

  • Accountable for non-scheme clients, managing the relationships effectively to ensure the retention and growth of the portfolio
  • Responsible for the renewals relating to policies achieving > 90% retention rate
  • Identification and development of new business opportunities. Developing and converting New Business leads via existing clients, leads supplied from Business Development team and the wider QCG team as well as your own leads to ensure month on month growth of the non-scheme book
  • Ensure you keep up to date with all QCG products, being knowledgeable to enable cross-selling and upselling of the Business Solutions products: Energy, Telecoms, IT, Employee Benefits, Recruitment & Consultancy, Business Supplies, Health Protection, Wealth Management & Finance and Risk Management meeting monthly and annual targets
  • Obtaining leads and cross-selling the Non-Scheme products that are relevant to your clients
  • Responsible for the overall management of the existing book, dealing with MTA’s, MTC’s, claims and additional covers such as Excess Layer, D&O
  • Underwrite and consider each risk before presenting to insurers, the Schemes Manager and authorised signatories. Ensuring all compliance has been completed before presentation is submitted.
  • Dealing with all calls of a technical nature from the Insurers and the Clients
  • Being the customer face for your clients’ Claims, providing the coordination point throughout the lifetime of the claim
  • Updating TAM at all customer touchpoints to ensure we meet FCA regulations and valid MI can be taken out of the system to supports SLA’s and KPI’s
  • Delivering good customer service by responding swiftly to queries and concerns from clients, insurers and brokers
  • Attending team meetings and sharing best practices with the wider QCQ team
  • Completion of training and development hours to support CPD and CII including mandatory modules via Broker Assess to comply with FCA regulation
  • Following TCF principles and applying FCA’s 6 key outcomes to your role
  • Ensure all statutory and company legislation is followed to protect clients, colleagues and business interest

Knowledge & Experience:

  • Working towards or prepared to study for CII exams
  • 2 years Personal Lines experience
  • Technical knowledge of commercial insurance is preferable
  • Knowledge of General Insurance products that are applicable to the sector
  • Proven experience in managing relationships with customers, insurers and key stakeholders
  • Active and working knowledge of FCA compliance

Skills:

  • Articulate and presentable with the ability to communicate effectively both verbal and written
  • Good level of numeracy
  • Able to work cooperatively with other team members
  • Adaptability and management of  the continual changes within the insurance landscape
  • Ability to work under pressure
  • Excellent negotiation skills
  • Capable of working on own initiative and managing own workload effectively
  • Competent with Microsoft office suite, word, excel, outlook and databases

 

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