Commercial Account Handler

What we're looking for:

We're looking for someone who is passionate about delivering excellent customer service and building effective working relationships as you'll be managing and enhancing existing and new client relationships. You'll ensure that premium income contributes to the achievement of your own and the department financial targets, so a results driven mindset is a must.

As you'll be visiting clients and insurers, you'll need to have excellent inter-personal and telephone skills as well as the ability to communicate clearly and precisely with others.

You'll need to be highly organised as you'll be maintaining in-house diary systems and ensuring that your knowledge of industry news and developments are current.

Some of the things you'll get up to:

  • Processing mid-term adjustments
  • Pre-renewal visits and securing the best terms available
  • Providing quotations and securing new business
  • Cross-selling other Hamilton Fraser insurance products
  • Actively contacting prospective clients to offer Professional Indemnity insurance and additional policy extensions
  • Acting on opportunities to promote additional cover benefits i.e., Cyber, Public Liability etc.
  • Actively developing cross selling opportunities within the various departments of Hamilton Fraser
  • Ensuring all documentation issued and actions taken fall within the agreed service standards and FCA regulations
  • Assisting with the preparation of external events and exhibitions and attending these where required
  • Acting in accordance with the agreed procedures and protocols under Delegated Authority Schemes

We'd like you to have:

  • Experience in a Commercial Insurance environment as well as knowledge of Professional Indemnity Insuranceis an advantageous.  General SME experience will also be considered.
  • A proven sales focussed approach to client relationships whilst ensuring excellent customer service and advice is always provided
  • Cert CII or significant progress towards the qualification would be advantageous
  • A good level of both written and spoken English is required, as well as excellent numerical skills
  • Good organisational skills and the ability to adapt to changing circumstances in a fast-moving environment
  • Sound IT skills, particularly MS Office products, with the ability to learn new systems and procedures
  • Able to meet deadlines and manage own workload

Benefits:

  • 23 days holiday + UK bank holidays
  • Flexi-time
  • Life assurance
  • Private health care for you and dependents
  • Employee Assistance Programme, including GP Line, cashback for treatments, advice line
  • Season ticket loan
  • Rental deposit loan
  • Annual leave purchase scheme
  • As part of the HFIS Group, access to discounted personal insurance is available

At HFIS we value development and progression of all our people and so we also offer financial support for studying towards professional qualifications plus study time. As an employee you will also benefit from a wide variety of high-quality in-house and external training.

We have a relaxed and friendly environment, and our dress code reflects this.

Job Title

Commercial Account Handler

Working options

Initially office based with the possibility of hybrid working once fully trained

Working pattern

Full time

Working hours

37.5 hours (Monday - Friday)
hours per week

Reports to

Head of Broking

Salary

Up to £38,000.00 (depending on experience)

Job Listing Date

October 24, 2023
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Job Title

Commercial Account Handler

Working options

Based in
Initially office based with the possibility of hybrid working once fully trained

Working pattern

Full time

Working hours

37.5 hours (Monday - Friday)
hours per week

Reports to

Head of Broking

Salary

Salary range
Up to £38,000.00 (depending on experience)

Job Listing Date

October 24, 2023

Job Title

Commercial Account Handler

Working options

Based in
Initially office based with the possibility of hybrid working once fully trained

Working pattern

Full time

Working hours

37.5 hours (Monday - Friday)
hours per week

Reports to

Head of Broking

Salary

Salary range
Up to £38,000.00 (depending on experience)

Job Listing Date

October 24, 2023

Job Title

Commercial Account Handler

Working options

Based in
Initially office based with the possibility of hybrid working once fully trained

Working pattern

Full time

Working hours

37.5 hours (Monday - Friday)
hours per week

Reports to

Head of Broking

Salary

Salary range
Up to £38,000.00 (depending on experience)

Job Listing Date

October 24, 2023
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Commercial Account Handler

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Thank you for your application.
Our hiring team is currently reviewing all applications and if you are selected to continue through to the interview stage, our People team will be in touch.
Thank you again for taking the time to apply to this role at HFIS. Good luck!
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