Commercial Account Handler

Commercial Account Handler

We are looking for enthusiastic, hardworking individuals to join a company at a period of growth. You will be joining the Client Servicing Team, assisting the Account Director and Client Services Director in managing an existing and expanding client portfolio, with cross sell opportunities in line with FCA regulations.

Where: Office Based – Morley, Leeds (LS27)
When: Monday – Friday 8:45am – 5:15pm (1 hours lunch)
Salary: £30,000 - £40,000 (depending on experience)

What you will be doing:

• Develop and maintain professional working relationships with all clients, providing expert product advice and guidance.
• Handle daily and complex client queries.
• Support commercial renewals in line with the sales process, including issuing market submissions, obtaining quotations, preparing quotation documents, and confirmation of cover reports.
• Prepare for and attend client meetings (where necessary), executing follow-up actions as needed.
• Perform data analysis to support risk management propositions.
• Manage aged debt
• Check policy documents for accuracy and compliance.

What we need from you:

• Cert CII qualified
• Minimum 2 years commercial experience within broking
• Experience using Acturis is desirable
• Strong commercial awareness
• Excellent attention to detail

Benefits

• 28 days holiday
• Healthcare scheme
• Gym membership
• Discounts on lots of different shops and restaurants
• Free parking
• Team nights out

Interested?

Call Laura on 07747 446152 or email for more information

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Location: Tingley Common, GB

Posted Date: 12/24/2024