Commercial Account Handler – Hybrid Role

About Us: We are a renowned brokerage with a strong market presence, dedicated to providing exceptional service to our clients. Owing to the recent decision of one of our long-standing team members to embark on a new journey we are looking for a talented Commercial Account Handler to take over his portfolio. This portfolio primarily includes small shops, offices, and SMEs with typical premiums ranging from €250 to €20k.

The Role: As a Commercial Account Handler, you will play a pivotal role in retaining and developing existing client relationships. Within your first year, you will:

• Retain over 90% of the business, ensuring minimal client loss.
• Develop and enhance the client portfolio by cross-selling additional policies such as D&O, EPL, etc.
• Provide personalized service, demonstrating your ability to work independently and maintain client trust.
• Assess existing client coverage and identify additional needs.
• Handle commercial policies administration, renewals, and referrals for personal lines business.
• Build strong client relationships and deliver empathetic support during claims experiences.

Key Responsibilities:

• Manage a diverse book of business including small PI policies, motor fleets, and full commercial combined policies.
• Provide expert advice and handle commercial queries on behalf of the Account Executive.
• Maintain high client retention rates and develop growth strategies for the portfolio.
• Administer renewals, cross-sell additional policies, and ensure comprehensive client coverage.

The Person:

• Proven track record with over 90% retention rates.
• 3-5 years of solid experience in the insurance market, handling a variety of commercial policies.
• CIP qualified with a strong understanding of small PI policies, motor fleets, and commercial combined policies.
• Experience with Relay and a high degree of practical knowledge and problem-solving skills.
• Excellent client-facing skills, empathetic, and able to build trust with clients.
• Ambitious and eager to progress to handling larger client accounts.

The Team: You will join a dedicated commercial lines team within an office of fifteen staff. Our team includes:

• A senior member who has been with us since 2009.
• Another experienced handler with us since 2012.
• An Operations Manager with over 20 years of service.
• A newer team member who joined four years ago. You will report directly to our Business Operations Manager, known for her excellent training skills and approachable nature.

The Opportunity: This is an exceptional opportunity to take full responsibility for your own book of business with significant growth potential. You will gain exposure to larger policies and have the chance to progress within the company. If you are ambitious and eager to manage your accounts, this role offers the perfect platform. Additionally, you will have opportunities to meet clients and enhance your professional network.

The Package:

• Competitive base salary
• Support for insurance exams and study leave
• Comprehensive benefits package

Next Steps: If you are ready to take on this exciting role and make a significant impact, please forward your CV to [email protected]. We look forward to hearing from you!

Join us and be a part of a fantastic office with a great name in the market. This is your chance to advance your career and take ownership of a diverse and rewarding portfolio. Apply today!