Commercial Account Handler

Salary: doe

Benefits: 9am-5pm Mon-Fri, 15 hybrid days pa otherwise office based, 25 days hols pa, Free parking, regular socials, auto enrolment pension, health cash plan and flex holiday scheme where you can buy up to 5 days extra holiday pa

Aspire Jobs are delighted to be working exclusively with our client, who are a successful professional services company. Due to expansion, they are now looking for a Commercial Account Handler to join their busy Dorchester office.

The Commercial Account Handler role would suit someone with previous insurance experience, but if you don't have that, they will consider someone with 2 years administration experience from within a busy office environment. However, you do need to be prepared to work towards the Certificate in Insurance in the future.

This role will see you developing and maintaining a portfolio of clients that encourages long-term relationships, encompassing new business, renewals and adjustments, through client contact and the preparation of presentations and the maintenance of manual and IT based office systems. The ability to work in a sales focused office is imperative.

The successful Commercial Account Handler will:-

• Ideally, have previous Account Handling experience from within the insurance industry or
  • have min 2 years admin experience from within a busy office and ideally want to progress within the Insurance industry
• Have excellent communication skills
• Have good IT skills - MS Office
• Be flexible to help out where needed
• Be able to juggle multiple tasks
• Outgoing,
• Enthusiastic,
• Have great organisational skills
• Have the ability to use own initiative and prioritise tasks
• Generally be approachable, reliable, hard-working

The role will involve you in

Sales

• To hit individual sales targets via new business and renewal targets
• to track and monitor progress of activity, managing conversion rates for leads, appointments, queries, quotes and sale activity
• Support and adhere to new and existing sales incentives

Customer Services

• Ensure customer service levels are implemented and maintained to a high standard, providing at least 90% client satisfaction
• Ensure that telephone response times are maintained
• Ensure that there are no more than 1% complaints per month
• Adhere to FCA regulations within 1 working day

Account Management

• Ensure that full presentations are sent out to market and are actively managed to ensure the best premium and level of cover are obtained for the needs of the client
• To work inline with established administration processes
• Accurately document all instructions/conversations with clients on manual and IT systems, ensuring all client files are kept up to date
• Ensure that all renewals are actioned within FCA regulations
• To encourage long term relationships with clients
• Ensure that all midterm adjustments are actioned appropriately in a timely manner