Robin at Service Service Recruitment
April 20, 2021
Norwich, United Kingdom
Job Type
£30-35,000.00 DOE


Are you a commercial insurance professional (or even a Financial Services Professional from another area e.g. mortgage broking) looking to make your next move in the sector? My client is a reputable local insurance broker with offices across Norfolk and Suffolk across several classes of insurance such as fleet, agriculture, construction, motor trade and commercial property.

The purpose of this role is to develop successful & profitable relationships internally with other Account Handlers and Account Executives and externally with clients and insurers. Facilitating the efficient handling of your designated commercial insurance policies. You will assist in the delivery of profitable growth for the business through new business support and retention whilst ensuring that all clients are treated fairly at all times.

Key Accountabilities

• You will act as focal point for Commercial Account Handlers for insurer markets and technical insurance knowledge
• Where appropriate recommend to Commercial Department Manager changes to procedures / working practices / DIS documentation (letters / Demands & Needs statements etc) / possible additional revenue streams
• You will take incoming enquiries from clients and process their adjustments accordingly
• You will liaise with Clients and Insurers directly, where appropriate, to ensure the best results
• You will liaise with your account executive regularly to discuss clients and manage the renewal process
• You will prepare New Business and Renewal Presentations and undertake remarketing exercises where necessary
• You will prepare, check and issue New Business, Renewal and Adjustment documentation
• You will ensure that all client records and renewal spreadsheets remain accurate and up to date
• Payment processing including the set up and maintenance of Premium Finance applications
• You will manage the client diary and aged debtors list alongside your Account Executive

Essential Skills & Experience

• Excellent understanding of the general principles and practices of insurance and their application
• You will need to be a confident and resilient person who can work autonomously
• You will ideally come from a broking background or a profession with similar transferable skills such as Financial Advice or Mortgage Advice
• Excellent knowledge of policy wordings and covers of all classes of insurance dealt with within the Commercial Department
• Excellent knowledge of FCA Compliance Procedures, specifically relating to the handling of insurance and provision of advice
• Excellent organisational skills and the ability to prioritise tasks
• Appreciation of the claims procedures
• Highly numerate with strong computer skills, specifically in using the Microsoft Office suite
• Open GI experience *desirable
• CII qualified to Dip CII standard (or lengthy experience in the industry) *desirable
• Four years prior Account Handling experience in a Commercial Broking Environment *desirable

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