SME Account Handler - Commercial & Schemes
Core
Administrative support for SME commercial insurance clients, handling renewals, adjustments, quotations, and invoicing.
Role type
Account Handler (Commercial Insurance)
Builds
Insurance policies and premium collections for SME clients
Domain
Commercial Insurance / General Insurance
Deliverable
client delivery
Required skills
technical insurance knowledge, accuracy, prioritization, client service, negotiation, information analysis
Preferred skills
CII certification, cross-selling ability
Technologies
Acturis
Responsibilities
Assist in achieving client retention targets, liaise with Account Executives on renewal strategies, undertake market exercises for competitive terms, obtain and present renewal terms, issue renewal documentation, collect premiums, handle client queries, record information on Acturis, process adjustments, actively cross-sell products
Seniority
Junior to Mid-level, entry point for Account Executive career path