Commercial Account Handler
Core
Support Commercial Account Executives in achieving high levels of renewal retention and meeting FCA requirements by building rapport with clients and processing accurate documentation.
Role type
Commercial Account Handler
Builds
Client relationships and accurate quoting documentation
Domain
Insurance
Deliverable
client delivery
Required skills
attention to detail, relationship building, data processing, compliance knowledge, willingness to learn
Responsibilities
Review client documentation to ensure comprehensive and accurate information for the quoting process; Build and maintain strong relationships with internal stakeholders, clients, and external contacts; Assist Commercial Account Executives in achieving renewal retention targets; Process data promptly and accurately on relevant systems to support client service and internal processes.