Commercial Account Handler

John Williams Recruitment ,
London, Greater London
Job Type: Full-time
Salary: £25,000 per annum

Overview

The Role: Mainly office-based role. Incoming work to be distributed by the Commercial Lines manager. Adherence and implementation of Company policies and responsibilities in respect of regulated activities, conduct risk and TCF. Adhere to the FCA regulations and requirements. There will be regular departmental meetings to discuss administration requirements of the department. Administration of client’s insurance requirements daily including - general enquiries, renewals, midterm adjustments, obtaining quotations, claims handling and accounting procedures. Acquire new commercial customers. Provide expert and prompt advice to new and existing customers regarding their insurance needs. Responsibilities: Deal with incoming enquiries from clients, insurers and other third parties in a professional and timely manner. Review the demands and needs of customer and advise on the most appropriate insurances to meet their demands and needs. Increase client base wherever possible. Convert insurance needs to sales Cross sell insurance wherever possible. Manage and process client new business, renewals, midterm adjustments and lapses in accordance with current procedures and FCA requirements. Input accurate data onto the back-office systems. Liaise with Insurers and other third parties regarding the administration of client’s insurance needs. Assess, assimilate, analyse and present to insurers and underwriters to achieve risk acceptance at the most advantageous rate. To prepare customer reports on both new and existing risks to support the commercial lines manager/supervisor. Ideally you will have: 2 years' experience in commercial insurance Studying towards CII examinations