Commercial Account Handler

Commercial Account Handler - Various – Macclesfield, Stockport, Southport, Morley (Leeds), Paisley (Scotland)

About Us 

David Roberts and Partners was formed in 1977. Founded in Ormskirk, before moving to Southport, the organisation has now grown into a family of independent insurance brokers. With businesses spanning the UK and Europe. We have a team of over 300 dedicated colleagues, we place over £230m premium with direct access to Lloyd’s of London and other specialist international markets.

Compensation Package:

Junior £20k-£30k, Experienced £30k-£40k, Senior / Team Leader £40k-£50k
Annual bonus linked to the business hitting KPIs
Group Pension Plan
Group Life Cover
Group Income Protection Cover
Medicash Cash Plan

The Commercial Account Handler role

As a Commercial Account Handler at our business, you will play a pivotal role in providing exceptional service to our commercial clients. Your primary responsibility will be to support our Account Executives in managing client accounts, processing policies, and ensuring smooth communication between clients, the service teams, and our insurer partners. This position demands strong attention to detail, excellent organisational skills, and a proactive approach to delivering exceptional client service.

Roles & Responsibilities of the Commercial Account Handler

As a Commercial Account Handler you will be responsible for the following:
Assisting Account Executives in managing a portfolio of commercial insurance clients.
Process insurance policies, endorsements, and renewals accurately and efficiently.
Liaising with our clients to gather necessary information for underwriting purposes.
Provide exceptional client service by promptly addressing any inquiries and concerns.
Collaborate with underwriters to negotiate terms and coverage on behalf of clients.
Prepare accurate documentation and maintain client records in compliance with regulatory standards.
Support claims management by facilitating communication between our clients and our claims departments.
Stay updated on industry trends, insurance products, and regulatory changes.

Qualifications/Key Skills Required

Strong understanding of commercial insurance products and terminology
Excellent communication and interpersonal skills
Attention to detail and accuracy in data entry and documentation
Ability to work effectively in a fast-paced environment
Proficiency in insurance software (Acturis desirable) and Microsoft Office suite
Problem-solving and decision-making abilities
Client-focused mindset with a commitment to delivering exceptional service
Knowledge of regulatory requirements and compliance standards in the insurance industry

Education/Experience:

Relevant experience in commercial insurance, account management, or customer service roles
Insurance industry certifications; such as, Cert CII (training support provided by the business to help with qualification progress)
Familiarity with insurance brokerage operations and procedures is beneficial