Personal Lines Insurance Adviser

Bath, Somerset
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Commercial Account Handler

Location: Bath

Package: £Negotiable + Benefits

We're looking to appoint a Commercial Account Handler to the team to support both the wider team in Bath and also one of our Account Executive's who have grown their portfolio exceptionally over the last 18 months.

This role is designed to assist client with day to day requirements (MTA's, document queries, renewal reviews) whilst supporting the Account Executives with renewal preparation and new business quotations.

The day to day:

Assisting clients on renewals, new business quotations, managing relationships with key stakeholders and delivering outstanding service to them
Proactively develop a pipeline of referrals from existing clients to obtain new business
Working with clients to expand and develop their coverage to ensure they have the right cover
Liaising with the broking and support team to ensure all documentation is accurate
Actively negotiating with Underwriters as required to secure the best terms
Working in a compliant and timely manner on all cases.
Ensuring Retention levels and income targets are achieved.
Working with the regional management team to achieve business objectives and support with the development of colleagues

The rewards:

A negotiable basic salary + bonus and all the normal benefits (Pension, Death in Service etc.)

We'll also fully support your professional development (including fully funded qualifications)

The opportunity to join a growing and highly performing team and be part of their ongoing growth story

About you:

You'll have a solid grounding across the range of Commercial Insurance market and be looking to take the next step in your career.
You'll be able to communicate clearly and effectively with stakeholders at all levels and should be used to using Word, Excel and wider broking platforms (Acturis in an ideal world)
You should also be confident in dealing with stakeholders at all levels and have a wider skill set that includes strong communication (both written and verbal), negotiation, sales and IT Skills

Job Info
CV-Library logo
Job Title:
Personal Lines Insurance Adviser
Company:
CV-Library
Location:
Bath, Somerset
Salary:
Competitive
Posted:
Dec 18th 2024
Closes:
Jan 18th 2025
Sector:
Accounting, Financial & Insurance
Contract:
Permanent
Hours:
Full Time
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