Introduction
David Roberts and Partners was formed in 1977. Founded in Ormskirk, before moving to Southport, the organisation has now grown into a family of independent insurance brokers. With businesses spanning the UK and Europe. We have a team of over 300 dedicated colleagues, we place over £230m premium with direct access to Lloyd’s of London and other specialist international markets.
Position Summary
As a Commercial Account Handler at our business, you will play a pivotal role in providing exceptional service to our commercial clients. Your primary responsibility will be to support our Account Executives in managing client accounts, processing policies, and ensuring smooth communication between clients, the service teams, and our insurer partners. This position demands strong attention to detail, excellent organisational skills, and a proactive approach to delivering exceptional client service.
Roles & Responsibilities
As a Commercial Account Handler you will be responsible for the following:
· Assisting Account Executives in managing a portfolio of commercial insurance clients.
· Process insurance policies, endorsements, and renewals accurately and efficiently.
· Liaising with our clients to gather necessary information for underwriting purposes.
· Provide exceptional client service by promptly addressing any inquiries and concerns.
· Collaborate with underwriters to negotiate terms and coverage on behalf of clients.
· Prepare accurate documentation and maintain client records in compliance with regulatory standards.
· Support claims management by facilitating communication between our clients and our claims departments.
· Stay updated on industry trends, insurance products, and regulatory changes.
Key Performance Indicators
· Client satisfaction ratings.
· Timeliness and accuracy of policy processing.
· Renewal retention rates.
· Efficiency in handling client inquiries and requests.
· Compliance with regulatory standards and internal procedures.
Key Relationships
· Commercial Account Executives.
· Broking Leaders
· Insurer Underwriters
· Internal support staff.
Qualifications/Key Skills Required
· Strong understanding of commercial insurance products and terminology.
· Excellent communication and interpersonal skills.
· Attention to detail and accuracy in data entry and documentation.
· Ability to work effectively in a fast-paced environment.
· Proficiency in insurance software (Acturis desirable) and Microsoft Office suite.
· Problem-solving and decision-making abilities.
· Client-focused mindset with a commitment to delivering exceptional service.
· Knowledge of regulatory requirements and compliance standards in the insurance industry.
Education/Experience:
· Relevant experience in commercial insurance, account management, or customer service roles.
· Insurance industry certifications; such as, Cert CII (training support provided by the business to help with qualification progress)
· Familiarity with insurance brokerage operations and procedures is beneficial.
Compensation Package:
· Discretionary annual bonus linked to the business hitting KPIs
· Group Pension Plan
· Group Life Cover
· Group Income Protection Cover
· Medicash Cash Plan
· Apprenticeship Programme to gain Cert CII qualification
Pay: Up to £25,000.00 per year
Benefits:
- Company pension
- Free parking
- On-site parking
- Private medical insurance
Work Location: In person
