Commercial Account Handler

• Build and maintain relationships with commercial clients.
• Work with the team to ensure clients receive a first class service
• Act as a point of contact for client inquiries, providing timely and efficient responses.

• Assist clients in taking out new policies and support them with their policy renewals.
• Process new business quotations and policy renewals.
• Handle policy amendments and updates as required.

• Stay informed about industry trends, regulations, and changes in the commercial insurance market.
• Provide clients with updates on relevant changes that may impact their insurance needs.

• Maintain accurate and up-to-date client records and policy documentation.
• Ensure compliance with regulatory requirements and company policies.

• Collaborate with colleagues in other offices to address client needs effectively.
• Provide feedback to improve processes and enhance customer service.

• Minimum three years experience in an insurance environment
• Knowledge of insurance products and regulations.
• Excellent interpersonal and communication skills.
• Analytical mindset with attention to detail.
• Ability to work independently and as part of a team.
• Proficient in using insurance management software and Microsoft Office Suite.

• Customer-focused with a commitment to delivering exceptional service.
• Adaptability and the ability to thrive in a dynamic and fast-paced environment.
• Strong problem-solving skills and a proactive approach to challenges.
• Ethical and trustworthy, maintaining confidentiality and integrity.

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