Commercial Account Handler - Cantebury

Account Handler Page 1 of 2 Version Date: January 2022

Commercial Account Handler

Department: Commercial

Reports to: Branch Director

Location: Canterbury

The administration of clients' insurance requirements daily including, general enquiries renewals, midterm adjustments, obtaining quotations and accounting procedures. To achieve agreed individual forecasts, plans and targets for growth, for the development of existing and new customers. Provide prompt advice to new and existing customers regarding their insurance needs and risk management issues. Liaise as appropriate with insurers in relation to customers and liaison with the allocated client account executive. Adherence to regulatory and compliance requirements always.

• Arranging and securing appropriate cover for new business and renewals, including recognising, and highlighting cross-sell opportunities or uninsured areas, and involving key stakeholders throughout the process.
• Responsible for assigned renewals, MTAs, and quotations in accordance with the company renewal process and placement strategy.
• Understanding clients their risk exposures and insurance needs.
• Dealing with insurers and brokers regarding quotations, policy and claims queries in accordance with the company's service level agreements.
• Accurately maintain all records on relevant systems for audit, compliance, and workflow purposes.
• Manage Aged Debtors within the agreed service standards, escalating to key stakeholders where applicable, ensuring the client has the most appropriate method of premium finance available to them.
• Deal with claims according to our procedures as they arise and refer to our in-house claims team where specialist knowledge is required.
• Build, Manage and maintain relationships with internal and external brokers, to deliver strategy and increase opportunities.
• Attend conferences and events to build relationships with industry partners and keep up to date with new trends.
• Effectively promote Adler Fairways Brand, product range, propositions and key differentiators to leverage commercial opportunities.
• To carry out any other duties as required by the business.

There may be variations within this role profile subject to business needs and individual skill sets.

• Desired: Minimum Cert CII
• To achieve Certificate in Insurance status within two years of starting with the company

Account Handler (LBU) Page 2 of 2 Version Date: June 2024

• 3 Years' of general insurance experience

• To be a strong communicator with the ability to manage internal and external relationships
• To have strong influencing, negotiating, problem solving and analytical skills
• To be highly organised
• To be target driven and highly motivated
• To be a team player with a can-do attitude
• Adaptable, focused, and professional
• Effective at managing expectations
• To have a confident telephone manner
• To be able to quickly develop a knowledge and understanding of company processes and business goals
• To recognise the importance of self-development, and to ensure all learning and development modules are up to date

• A good level of knowledge of the Financial Services market and regulatory framework
• To have a sound understanding of commercial clients and their insurance needs
• To have broking skills and a detailed knowledge of the core range of policies
• The ability to achieve and maintain a high level of customer service at all times
• A good knowledge of the core range of available insurance policies
• Knowledge and use of Adler's key insurer products and solutions
• To be able to quickly develop a knowledge of operating structures, processes, and objectives of the client's business. To include a good working knowledge of specialist operations (e.g., sub-contracting).
• Sales and service process knowledge, particularly sales through service
• Strong time management
• To keep up to date with insurance industry developments and regulatory changes
• Use of account management systems and Microsoft Office. Previous experience of Acturis is desired
• To be able to quickly develop a knowledge and understanding of company processes and business goals