The Commercial Account Handler role is a fantastic opportunity for a career-driven individual eager to make a significant impact within our client’s organization. The intricate nature of the accounts and the innovative service offerings create a challenging yet rewarding learning environment, promoting both professional and financial growth.
Position Description:
The Account Handler will be responsible for servicing and quoting complex risks from our internal network of brokers. This position primarily focuses on building broker relationships while delivering exceptional service, including coverage consultation and demonstrating strong market knowledge.
* Assists in all aspects of servicing and developing new and renewal business
* Strong focus on Property both residential and commercial and who understands the technical aspect of managing and placing property risks both individual and portfolio
* Good connections and an understanding of the local insurer market
* Travels as needed to meet with clients, and provides assistance in the production of new accounts when required
* Serve as an overseer for communication and service with clients; identify and coordinate appropriate internal value-added resources on a client-to-client basis
* Works collaboratively with Introducers, Insurance Consultants, Claims Manager and Support
* Personnel for the development and delivery of risk summaries, reports, loss analysis/experience information for clients, etc.
* Produces revenue through cross-sales to new and existing clients
* Effectively coordinates with multiple Introducers and team members to accomplish
* production, retention, and customer service goals
* Develops and maintains positive relationships with insurance company underwriters and representatives to effectively market new and renewal business
* Coordinates the efforts of the Account Manager and Technical Support to service clients efficiently.
* Works closely with Account Manager to ensure service, review, and sign off of policies, endorsements, audits, certificates, etc. are performed in a timely and accurate manner
* May handle all aspects of client relationships on certain accounts
* Mentors staff as required
* Other duties as assigned from time to time
Business/Professional requirements:
* At least 5 years of professional experience in Commercial Insurance
* Proficiency in Excel, PowerPoint, and MS Outlook
* Essential proficiency with Acturis
* Professional qualification preferred (CII, CIC, CRM, etc.) or willingness to pursue
Required Skills/Personal attributes:
* Excellent time management and organizational skills with the ability to handle pressure
* Detail-oriented with strong analytical, problem-solving, and negotiation skills
* Strong understanding of professional and industry standards and practices
* Exceptional verbal, written communication, and presentation skills
* Solid technical ability to identify, create, and present data critical to risk management consultation
* Strong aptitude for interpreting coverage forms, contractual agreements, and financial statements
* Highly motivated with a strong work ethic; able to work independently with minimal supervision
* Ability to work collaboratively as a key member of a broker team
* Customer service focused with a high degree of professionalism
* Must be able to work full-time from the office
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