New Business Account Handler - Commercial & Schemes
Core
Support SME clients in commercial insurance by managing new business sales, renewals, and documentation to help businesses navigate risk.
Role type
New Business Account Handler (Commercial Insurance)
Builds
Bespoke commercial insurance solutions for SMEs
Domain
Insurance / Commercial Risk
Required skills
Commercial insurance knowledge, negotiation and broking, client service, data accuracy, prioritization, information analysis
Preferred skills
Certificate in Insurance
Technologies
Acturis
Responsibilities
Assist in achieving new business sales targets, undertake market exercises for competitive terms, produce professional summaries and reports, issue renewal documentation, collect premiums, handle client queries, record information on Acturis, process adjustments, cross-sell products, refer complex queries to senior staff
Seniority
Individual Contributor