Commercial Insurance Broker

Job Title: Commercial Insurance Account Handler/Broker

Location: North, East, South and West Yorkshire

Job Purpose: To provide expert advice and support to commercial clients, ensuring the effective management of insurance accounts, retention of renewals, and acquisition of new business. The role involves liaising with clients, underwriters, and other stakeholders to deliver tailored insurance solutions that meet client needs.

Key Responsibilities:

• Act as the primary point of contact for clients, addressing inquiries and providing professional advice on insurance products.
• Conduct thorough fact-finding to understand client requirements and recommend suitable insurance solutions.
• Obtain and negotiate competitive quotations from insurers for new and renewal business.
• Prepare and present policy documentation, including terms of business agreements, proposals, and invoices.
• Manage mid-term adjustments, claims, and renewals efficiently, ensuring client satisfaction.
• Maintain accurate records of client interactions and policy details in compliance with regulatory standards.
• Build and maintain strong relationships with clients, underwriters, and other stakeholders.
• Stay updated on industry trends, compliance requirements, and market developments.

Skills and Qualifications:

• Proven experience in commercial insurance, preferably in account handling or broking.
• Strong knowledge of insurance products, underwriting processes, and market practices.
• Excellent communication and negotiation skills.
• Attention to detail and ability to manage multiple tasks effectively.
• Proficiency in using insurance software and Microsoft Office Suite.
• Relevant qualifications, such as Cert CII or Dip CII, are desirable.

Working Hours: Typically 9:00 AM to 5:00 PM, Monday to Friday, with flexibility required to meet client needs.

…