Commercial Account Handler

Competitive salary
23 Mar 2012
22 Apr 2012
Michelle Mann
Job Function
Account Management, Broking

Preparing client plans and co-ordinate the overall end-to-end service delivery to agreed standards

Managing renewal, retention and growth of existing accounts with effective client relationships

Preparing tenders

Co-ordinating the overall renewal process and ongoing service needs

Individually initiating and closing new business opportunities from potential clients and network and, where required, support the Client Director

Analysing clients' coverage needs, collect and analyse relevant information to identify risk transfer solutions

Providing advice to clients and colleagues on the scope of coverage available for different products to establish the appropriate product that meets the clients' coverage needs

Reviewing and quality checking insurance documentation at a pre-determined stage in the process to establish whether the selected product accurately reflects clients' coverage requirements

Ensuring a full technical and quality check has been completed on all work. Liaising with colleagues on any issues arising

Producing all (re)insurance documentation for negotiation and confirmation of coverage (does not include invoicing, closing or preparation of insurer policies but includes co-ordination of timely delivery of documentation to the client)

Establishing and maintaining risk placement files, ensure all risk information is accurate, complete and up-to- date and distribute information to appropriate individuals when required

Working with other professionals on an individual account or a portfolio of accounts to ensure that relevant information is shared among appropriate individuals and required actions are taken to meet clients' needs

Providing advice to clients and colleagues on market developments and share knowledge of market trends to enhance the overall value proposition

Assisting in the development of promotional materials and participate in trade shows, conferences, marketing and PR campaigns designed to enhance the image of products and services

Ensuring the appropriate staff are aware of all risks with warranties. Reviewing status ensuring warranties are met Chartered member of CII

Experience of preparing tenders

Ability to work well as part of a team

Experience of managing effective client relationships

Strong technical insurance knowledge

Ability to use insurance industry IT systems to efficiently deliver client service

Good understanding of compliance and FSA regulation