New Business Account Handler - Commercial & Schemes
Core
Managing new business opportunities in the residential and commercial property renovation sector by offering bespoke insurance solutions and building client relationships.
Role type
New Business Account Handler (Commercial Insurance)
Builds
Bespoke insurance solutions for renovation and self-build projects
Domain
Commercial Insurance / Property Renovation
Deliverable
client delivery
Required skills
General insurance knowledge, sales experience, literacy, numeracy, accuracy, attention to detail
Preferred skills
Acturis system knowledge, Microsoft Excel/Word proficiency, CII certification, A levels
Technologies
Acturis, Microsoft Excel, Microsoft Word
Responsibilities
Organize and manage personal work activities to achieve team objectives, review client documentation for quoting, collate and communicate client requirements, liaise with clients to resolve queries, produce high-quality market documentation, work with underwriters to place insurance, process data on relevant systems, maintain accurate client documentation, deal with client enquiries and renewals
Seniority
Junior to Mid-level, target-driven IC