Commercial Account Handler
Core
Support Commercial Account Executives in achieving high renewal retention and meeting FCA requirements by building rapport with clients ranging from sole traders to CEOs.
Role type
Commercial Account Handler
Builds
Client relationships and accurate documentation for the quoting process
Domain
Insurance (Consumer & Local Commercial)
Deliverable
client delivery
Required skills
attention to detail, relationship building, data processing, compliance adherence, system proficiency
Responsibilities
Review client documentation for accuracy, build and maintain relationships with internal stakeholders and clients, assist Account Executives in meeting retention targets, process data on relevant systems to support client service
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