New Business Account Handler - Commercial & Schemes
Hybrid
Core
Process new business quotes and handle open quotes for the Motor Trade division, ensuring premium collection and client service.
Role type
New Business Account Handler (Commercial Insurance)
Builds
Commercial insurance policies for motor trade businesses
Domain
Insurance / Motor Trade
Required skills
Sales experience, client service, negotiation, broking, data accuracy, prioritization, information gathering
Preferred skills
Cert CII, Acturis experience
Technologies
Acturis
Responsibilities
Process new business quotes from warm leads, handle open quotes from managed team inbox, ensure premium collection, handle client queries via phone and email, record information on Acturis, produce professional documentation, process adjustments, cross-sell products, liaise with other branches.
Seniority
Entry-level to Junior