Commercial Account Handler

Commercial Account Handler
Location: Newcastle upon Tyne
Salary: £30,000 per annum
Annual Leave: 25 days plus statutory

We're looking for a proactive, driven Commercial Account Handler, with a background in insurance, who thrives on building strong customer relationships and delivering exceptional service. If you enjoy working with a wide range of clients, solving problems, and taking ownership of your work, this could be the ideal next step in your career.

To promote and support the SME Team both internally and externally to clients, the insurance market and other third parties.
To utilise the client data given by issuing renewal notices, making phone calls to confirm quotations and follow-up quotations given, then arrange cover where successful.
To deal with any customer enquiries as appropriately required.
Process any adjustments and action any post/correspondence from clients or insurers.
Deal with any accounts issues and ensure adequate credit control.
To develop the business account in accordance with the business plan.
To actively cross-sell within the company where required and to suggest ways of improving the process of work flows for the team.
Enquiries to be dealt as appropriate to experience and expertise with designated broking and placing as suitable.
Develop and maintain good relations with partner insurers, negotiating terms and prices where appropriate.
Obtain sufficient information before advice given in all cases.
Advice given meets clients' requirements in all cases and recommendations and reasons are documented in all cases.
Fair analysis of the market with all potentially suitable products considered.
If you're enthusiastic, people‑focused, and ready to make an impact, I'd love to hear from you.

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