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Commercial & Private Account Handler - Pathway to Placing Broker!
Location - Stevenage
Are you an ambitious Personal Lines insurance professional looking to elevate your career? Do you thrive on building relationships and want to specialise in the dynamic world of Commercial Insurance?
Our client, a leading independent Insurance Broker in Stevenage, is offering an exceptional opportunity for a Commercial & Private Account Handler to join their growing team. This isn't just a job; it's a defined pathway to becoming a fully qualified Placing Broker, with comprehensive training and support provided in due course.
This is a rare chance to transition your existing insurance knowledge and client-focused skills into a more complex and rewarding sector. We're seeking someone with a strong understanding of the insurance landscape, a passion for customer service, and a keen desire to learn and develop within commercial and private lines.
About the Role:
As a Commercial & Private Account Handler, you will be instrumental in supporting our clients' insurance needs across both commercial and private sectors. This role offers a fantastic blend of client interaction, technical administration, and business development. You will be a key point of contact for clients, ensuring their policies are managed effectively and their risks are understood.
Key Duties & Responsibilities:
- Client Relationship Management: Build and maintain strong, lasting relationships with clients, truly understanding their unique needs and risk profiles to provide tailored insurance solutions.
- Policy Administration: Efficiently manage policy renewals, mid-term adjustments, and claims processing, ensuring meticulous and accurate records are always kept.
- New Business Development: Proactively identify and develop new business opportunities, including strategic cross-selling and up-selling to enhance client portfolios.
- Product Knowledge: Develop a comprehensive understanding of various commercial and private insurance products and their practical applications.
- Compliance: Uphold the highest standards of compliance with industry regulations, such as FCA guidelines, and internal company policies.
- Customer Service: Deliver exceptional customer service, addressing client queries and resolving issues promptly and professionally.
- Communication: Communicate effectively with clients, insurers, and colleagues, both verbally and in writing, ensuring clarity and professionalism.
- Sales Support: Provide valuable technical expertise and assist with client interactions to support broader sales efforts.
- Data Management: Maintain accurate and up-to-date client records and policy information with precision.
- Claim Handling: Assist in the efficient handling of claims, including gathering information, assessing coverage, and coordinating with all relevant parties.
- Risk Management: Develop an understanding of business risks and assist clients in managing them effectively through appropriate insurance solutions.
- Financial Management: Support the financial aspects of client policies, including accurate billing and payment processing.
- Continuous Learning: Stay abreast of the latest changes and developments in the insurance market, regulations, and product offerings.
About You:
- You possess a solid foundation in Personal Lines insurance and are eager to transition into Commercial and Private lines.
- You are a highly motivated individual with a strong desire to learn and progress your career within the insurance industry.
- You demonstrate excellent communication and interpersonal skills, capable of building rapport with diverse clients.
- You are meticulous with strong attention to detail and a commitment to accuracy.
- You are proactive, organised, and able to manage a varied workload efficiently.
- You are a team player with a customer-centric approach.
- CII qualifications are a plus, but not essential, as ongoing professional development will be fully supported.
What Our client can Offer:
- A clearly defined career path to becoming a fully qualified Placing Broker.
- Comprehensive training and development opportunities.
- The chance to work with a reputable and independent insurance broker in Stevenage.
- A supportive and collaborative team environment.
- Base Salary to 35k DOE, Flex Benefits, Assistance towards CII Qualifications
Ready to make the move?
If you're a driven individual with a passion for insurance and a desire to specialise in commercial and private lines, this could be your ideal next step. Join us and take the first step towards a rewarding career as a Placing Broker!
To Apply: Please click on the link and a consultant from Cameron James Professional recruitment will be in contact with you
Apply Now and unlock your potential!
