Hamilton Robertson is a leading insurance brokerage firm dedicated to providing comprehensive insurance solutions to businesses. With a commitment to excellence, we specialise in risk management and insurance services tailored to meet the unique needs of our clients. Hamilton Robertson have been established for 40 years and are a growing business with offices in Glasgow, London, and Bromley. Hamilton Robertson are now part of the wider JMG Group who are a Private Equity backed insurance broking group and a top 30 UK broker who place over £350+m of Gross Written Premium into the market annually.
The opportunity
Due to continued growth and success, we are seeking a highly motivated and experienced Commercial Account Handler to join our dynamic team based in our Bromley office.
Key areas of responsibility include:
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Ensure accuracy, efficiency and professionalism when dealing with both client and insurer and conducting related administration work i.e. New business, Renewals, Mid Term Adjustments, Claims.
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Ensure all business activity fully complies with FCA regulatory requirements and internal Conduct Policies and procedures.
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Handle client complaints in line with regulatory requirements and the Company’s Conduct Policy, ensuring timely and appropriate resolution.
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Participate in the Training & Competence (T&C) scheme in accordance with role requirements, maintaining competency and proactively identifying areas for personal development.
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Deliver and maintain a consistently high standard of customer service, promoting excellent client care at all times.
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Develop and maintain strong professional relationships with clients, providing clear product guidance and support to meet their insurance needs.
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Support client retention by assisting with renewal processes, including re-broking existing business where appropriate to ensure clients are offered suitable and competitive cover.
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Promote the use of in-house premium finance options and insurer facilities where appropriate.
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Provide support to Account Executives and wider team members as required to ensure smooth client servicing and operational efficiency.
What we’re looking for:
To be successful in this role, you must have the following skills;
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Previous experience as a Commercial Account Handler, ideally with 1-2 years industry exposure.
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Strong understanding of commercial insurance products.
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Experience of working to high standards of FCA compliance.
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Consistent record of target achievement and business growth.
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I.T. skills including use of an insurance IT system, ideally Acturis.
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Strong organisation skills.
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The ability to work to a high level of accuracy.
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Exemplary customer service skills with the ability to build solid relationships with clients and insurers.
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Regulatory and compliance awareness.
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Willingness to work towards Cert CII or already hold qualifications.
What we offer:
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Competitive salary commensurate with level of experience
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Free parking
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Company Pension scheme
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Generous holiday entitlement, including birthday day off.
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Bupa Healthcare Cash Plan
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Life Assurance
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Many more
