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Commercial Account Handler

Liverpool

Duties and Responsibilities

Commercial Business:

Ensure accuracy, efficiency and professionalism when dealing with both client and insurer and conducting related administration work:

New Business

Renewals

Mid Term Adjustments

Claims

General Policy Queries

Premium Financing Arrangement

Ensure all business activity fully complies with FCA regulation and company procedures.

Conduct learning, training and assessment exercises, identify further areas for own development as required.

Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times.

Develop and maintain a professional working relationship with all customers and provide expert product advice and guidance.

Actively secure renewal business by re-broking existing business to ensure the client is presented with the most suitable and cost-effective cover.

Effective broking of new business opportunities presented by account executives.

Identification of customer needs.

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