Position - Commercial Account HandlerLocation - NewburySalary - Negotiable + benefitsOverview:At Alan & Thomas Insurance Brokers (part of Brown & Brown Europe) we are currently looking for an experienced Commercial Account Handler to join the welcoming team in Newbury.Your position as Commercial Account Handler (Broking Support) is an important role in providing technical, customer relationship and administrative support to a nominated Account Executive (AE) and the wider Alan & Thomas Team.In this role you will be responsible for handling commercial & corporate sized risks for prestigious clients across a range of industries and their cross class commercial insurance needs. You will deal with existing business and new business broking opportunities whilst also having the opportunity to visit clients.The position will require servicing of client accounts within the renewals lifecycle process, including renewal administration, preparation of presentations to insurers, negotiating premiums with underwriters, processing adjustments and preparing client reports and other documentation. Recent experience of working as an Account Handler is required and you will need to be able to demonstrate a good understanding of customer service, negotiation skills, broking and market awareness.This is a good long term opportunity that will suit an experienced Broker/Account Handler with good cross class commercial insurance knowledge and looking for the next step or to take on wider responsibilities. The day to day:Work with Account Executives in achievement of their New Business and Renewal targets through proactive administration and customer support of the AE.Proactively support AEs through management of their prospect pipeline, provide profiling support to AE on prospects through use of telephone, other media and by accessing information within the public domain.Be aware of current New Business appointments and undertake some pre visit fact finding on behalf of the AE. This will include research of Credit Safe, Google, website etc. and produce documentation in agreed formatIn advance of new business visit obtain quotations for possible up sales (e.g. Excess PL, D&O, Excess PI, Loss Recovery or Additional Services)Make client renewal appointments on behalf of the AE and accompany them on approximately 1 or 2 a month to enhance client relationshipPrepare detailed Renewal Review reports on behalf of the AE and obtain current claims experience where neededObtain quotations for agreed up sales (e.g. Excess PL, D&O, Excess PI, Loss Recovery or Additional Services) and include in review documentBroking New Business or Renewals to the market in agreement with AE strategy preparing a comprehensive and high quality business submission document.Deal with incoming enquiries from clients (both allocated and unallocated as required), insurers and other third parties in a professional and timely manner involving the relevant AE if necessary due to technical nature or relationship issue.Maintain an efficient diary system including age debtors lists, accounts queries, chasing documentation and renewal termsLiaise with insurers and other third parties regarding the administration of clients insurance needs.Provide high level administration and customer support to another colleague on occasions, as directed by the Commercial Administration Team leaderWhats on offer:Competitive salary package & benefitsJoint Pension contribution schemeSalary Sacrifice options including dental and healthcareDiscounts site for restaurants, cinema, retailersCycle to work schemeHealth & Wellbeing programmeCasual dress code in officePerformance related bonusAnnual leave that rises with length of serviceYour Experience:Requirement of at least 2+ years commercial insurance experience either broking or underwritingAbility to handle new business enquiries, renewals and midterm adjustments of various insurance policiesExcellent understanding of Commercial Insurance products and insurance optionsActuris insurance broking software knowledge is an advantageCommitment to progress towards Cert CIIPossession of a full driving licence
Job Title
Commercial Account Handler