Commercial Account Handler

Job Title – Commercial Insurance Account Broker  

Contract – Permanent

Salary – £32,000

Location – Liverpool, Merseyside   

Industry – Insurance Broker – Commercial Insurance

Purpose:

To provide insurance solutions to our customers in a timely and effective manner. You will be responsible for achieving new business goals and sales and retention of current business, across a range of consumer insurance products.

Working on a blend of perspective and existing customers, you will deliver great customer experiences and be used to delivering consistently strong performance against target.

Key Accountabilities:

• To provide insurance quotations in a customer focused and compliant manner ensuring that quotations are provided in agreed formats within agreed service standards and timelines.
• To manage all mid-term adjustments in an effective manner and deal with any issues and or complaints in accordance with compliance guidelines.
• Ensure that all communication and calls are answered to agreed service levels, within TCF parameters and to quality standards
• Utilise communication and negotiation techniques and skills to clearly explain the features and benefits of our products, ensuring that every customer receives a full complement of sales and upselling opportunities.
• Maintain accurate and detailed records of all customer contact
• To acquire, maintain and record an accurate level of appropriate product and regulatory knowledge and skill as is appropriate for the role.
• To ensure that all statutory and company regulations are followed to protect clients, colleagues and the business interests of the company.
• Adhere to the contents of the Broking Procedures Manual at all times
• Monitor attainment of targets as outlined on performance appraisal and during 121 sessions with manager
• Carry out any additional duties as agreed with your Line Manager

Qualifications / Experience:

• Minimum 5 GCSE, Grades A-C including English and Maths, degree level preferred.
• Computer Literate
• Minimum 3-5 years experience working in a similar role
• Minimum Foundation CII qualification, working towards Certification.
• Working knowledge of Acturis platform preferable

Knowledge:

• Experience of working within a Regulated FCA environment desirable, in line with core competency levels

Skills and Competencies:

• Works collaboratively and as part of a team
• Works well under pressure and ability to adapt and remain flexible in approach
• Drives performance to succeed in a target based environment
• Have an ability to multi-task, in particular be able to switch between a range of contact channels such as inbound, outbound calls, emails etc.
• Focus on customers, with effective use of verbal and listening skills

Behaviours:

• Commercial Credibility
• Communication
• Leadership and Influence
• Driving Change and Improvement
• Planning and Organising
• Delivering Solutions
• Big Picture Thinking
• Drive and Resilience
• Relationship Building

Integrity:

• Working at all times lawfully and in accordance with pre-defined regulatory, compliance and financial requirements, e.g. Data Protection, Health and Safety, Financial Services Authority Standards.
• Working at all times in accordance with group/company policy, processes and control frameworks.

For a full brief please contact one of our specialist consultants:-

Tel: 0203 411 8430

Email: admin@lawesgroup.co.uk