SME Commercial Account Handler

14 Jul 2017
28 Jul 2017
Job role

The Job/Duties

This is a busy position, handling new and existing commercial business. You will be dealing with premiums ranging from £1000 - £100,000 +. The candidate would be expected to handle telephonic, e-mail and faxed enquiries from new and existing customers and assist Account Executives in their duties. This would entail dealing with clients in keeping with FSA guidelines, obtaining risk information, preparing risk presentations for submission to Insurers and underwriters. The applicant should be focused on maintaining relationships with existing clients to ensure client retention and securing new business in conjunction with Account Executives. The candidate will be expected to handle instructions from existing clients as well as deal with renewals. The role also involves data capture, underwriting, production of policy documentation and written correspondence with clients and insurers. The candidate must be able to work to a high FSA standard without daily supervision.

The Company

My client is an Independent Insurance broker providing a comprehensive range of insurance and financial advice to a broad cross-section of commercial and private clients. With offices located in Yorkshire and Birmingham they aims to provide clients with high quality, personal service supported by the professionalism and expertise of a truly independent company. They are seen as one of the strongest and most proactive companies in the Manchester Market.

The Person

The successful candidate will have a minimum of 3-4 years Commercial broking experience. They will be confident and have good written and oral skills. You will have the ability to build good relationships with both clients and Insurers/underwriters. You will have a sound knowledge of the FSA requirements within a broking role.

Professional Qualifications

Progress towards your ACII is expected although not essential.


My Client is situated in Greater Manchester

How to Apply

To apply for this role, please forward your CV in confidence quoting reference 1706-25DH

Due to the high volume of application that's we receive, if you do not hear from us within 7days unfortunately your application has been unsuccessful.

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