Commercial Account Handler
JMG Group · Direct employer
Hamilton Robertson is a leading insurance brokerage firm dedicated to providing comprehensive insurance solutions to businesses. With a commitment to excellence, we specialise in risk management and insurance services tailored to meet the unique needs of our clients. Hamilton Robertson have been established for 40 years and are a growing business with offices in Glasgow, London, and Bromley. Hamilton Robertson are now part of the wider JMG Group who are a Private Equity backed insurance broking group and a top 30 UK broker who place over £350+m of Gross Written Premium into the market annually.
The opportunity
Due to continued growth and success, we are seeking a highly motivated and experienced Commercial Account Handler to join our dynamic team based in our Bromley office.
Key areas of responsibility include:
- Ensure accuracy, efficiency and professionalism when dealing with both client and insurer and conducting related administration work i.e. New business, Renewals, Mid Term Adjustments, Claims.
- Ensure all business activity fully complies with FCA regulatory requirements and internal Conduct Policies and procedures.
- Handle client complaints in line with regulatory requirements and the Company’s Conduct Policy, ensuring timely and appropriate resolution.
- Participate in the Training & Competence (T&C) scheme in accordance with role requirements, maintaining competency and proactively identifying areas for personal development.
- Deliver and maintain a consistently high standard of customer service, promoting excellent client care at all times.
- Develop and maintain strong professional relationships with clients, providing clear product guidance and support to meet their insurance needs.
- Support client retention by assisting with renewal processes, including re-broking existing business where appropriate to ensure clients are offered suitable and competitive cover.
- Promote the use of in-house premium finance options and insurer facilities where appropriate.
- Provide support to Account Executives and wider team members as required to ensure smooth client servicing and operational efficiency.
What we’re looking for:
To be successful in this role, you must have the following skills;
- Previous experience as a Commercial Account Handler, ideally with 1-2 years industry exposure.
- Strong understanding of commercial insurance products.
- Experience of working to high standards of FCA compliance.
- Consistent record of target achievement and business growth.
- I.T. skills including use of an insurance IT system, ideally Acturis.
- Strong organisation skills.
- The ability to work to a high level of accuracy.
- Exemplary customer service skills with the ability to build solid relationships with clients and insurers.
- Regulatory and compliance awareness.
- Willingness to work towards Cert CII or already hold qualifications.
What we offer:
- Competitive salary commensurate with level of experience
- Free parking
- Company Pension scheme
- Generous holiday entitlement, including birthday day off.
- Bupa Healthcare Cash Plan
- Life Assurance
- Many more
REF-229 380
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