Job Title

Commercial Account Handler

Salary Scale

£16,000 – £23,000 + Bonuses

Overall Objective

To manage a book of business of existing clients and develop a pipeline of new business in relation to commercial insurance, whilst ensuring full FCA compliance.

To generate revenue for the business and ensure a quality service is provided to all clients in accordance with their needs and requirements.

Person Specification

• Knowledge / Experience

  Essential

  • Working knowledge of most commercial insurance products
  • Experience of working as an Account Handler in a similar broking environment
  • Experience of working to high standards of FCA compliance

  1.0.0.19
• Skills / Ability

  Essential

  • Attention to detail
  • Confident communicator
  • Building strong relationships with e.g. clients, insurers etc.
  • IT skills including use of an insurance IT system e.g. Acturis, Open GI and Microsoft products
  • Organisational skills

  1.0.0.19
• Qualification / Education / Training

  Essential

  • Willingness to work towards Cert CII

  Desirable

  • Cert CII qualified

  1.0.0.19
• Other Requirements

  Essential

  • Evidence of CPD records

  1.0.0.19