Commercial Account Handler - Lincoln (Hybrid Working)

Posted: 30 June 2022

Job description

We are very pleased to be working with this fairly new start up regional independent brokerage based in Lincoln who are part of an intermediary that has been trading effectively for over 100 years.

They are a commercial insurance broker offering specialist agricultural, technology, property insurance services and risk advice as well as being general commercial insurance brokers.

The role is focused on ensuring the best service to new and existing clients including commercial

SME, Mid-Corporate Commercial Risks, and Farming businesses. To provide full broking, technical & administration support to Account Execs and Directors in order for the team to retain & win clients and provide excellent customer service.

Key Accountabilities

Clients

• Processing and administration of client accounts including paper and computer records, accounting transactions and correspondence writing
• Maintaining client contact throughout the policy period. This should be done in conjunction with the Account Exec / Director. To visit the client where necessary, without Account Exec if required.
• Develop a robust relationship with all multiple contacts within our clients’ organisations.
• Assisting clients with all enquiries following placement
• Conducting at least an annual review of cover requirements for clients supported by exec
• Identifying client exposures and uninsured areas
• Obtaining best cover and wordings for clients
• Preparation of risk registers, insurer submissions, summaries of cover, and cover comparisons.
• Updating and Maintaining Insurance Broking Software system with full client, policy and risk information.
• Use technical knowledge to work with Claims team to ensure best possible outcomes for the client.
• Liaise with insurers on insurance programmes, new business enquiries, mid term amendments,
• Liaise with risk management, premium finance, and other third-party suppliers

Financials

• To help achieve revenue targets in the business. Supporting the Account Execs and
• Directors in the achievement of their targets.
• Opportunities to be identified in existing insurance programmes and also new/new business opportunities.
• Keep debtors controlled to only 2% of overall premium outstanding over 60 days.

Processes

• Ensure renewal & MTA processes are timely and efficient. Particular focus on pre-renewal work commencing at least 3 months prior to renewal to facilitate receipt of terms for client no less than 21 days prior to renewal (where possible).
• Set up and lead Pre-Renewal Insurance Strategy Meetings with Exec/Director on all complex cases
• Work with Group Placement Manager to learn about all the company’s facilities, new and existing business and insurer relationships.

Compliance

• CPD hours annual attainment
• Completion of work in a compliant manner, and satisfy the audit process in the business.
• Ensure TCF is embedded within all work
• Use of end customer to understand our clients.

This office at the moment is relatively small, so it is an ideal time to be joining the business as the business will grow in stature and joining at this time would mean you could be an integral part of their development plans. You will be working very closely with the management/director team and have a lot of autonomy and influence within.

They are also offering a very competitive remuneration dependant on experience, where the basic salary ranges from £25K to £45K, plus a generous Pension contribution from the company, plus other excellent staff benefits.

Some hybrid working would also be considered if desired.

For further details please contact Andy Baker on 07834 596414/0113 4931720 or email your CV to andy@cryerbaker.co.uk