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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