Job Description

A growing, independent, family-owned, insurance brokerage based in Portsmouth is looking to recruit a confident commercial account handler with a keen eye for detail.

Your role will be to maintain strong client relationships and deliver excellent customer service that the company is known for. The company will support you in developing your technical knowledge and paying for CII professional qualifications.

Duties and Responsibilities:

• Arrange new policies, renewals and MTAs
• Report claims
• Deliver a high standard of customer service to clients and prospects
• Discuss risk management objectives with clients
• Arrange and attend client meetings
• Prepare insurance documents, presentations and support the account directors
• Assist with marketing and local business networking activities
• Participate in the company’s corporate responsibility programme
• Attend training and maintain CPD record

This list is not exhaustive.

Person Specification

Essential

Qualifications

· GCSE (or equivalent) Maths and English grade A-C

· A levels (or equivalent)

Experience

· Min 2 years experience in commercial account handling

· New business, renewals, MTAs and claims handling

Knowledge

· Confident knowledge of the following products: PI, D&O, Liabilities, combined products, motor fleet, marine cargo, etc.

Skills

· Strong communication and interpersonal skills.

· Good organisational skills and time management.

· Competent with IT

· Fluent with Outlook, Word and Excel

Other

· A professional approach

· Reliable and punctual

· Passionate about protecting businesses

· Commitment to delivering outstanding customer service

Desirable

Qualifications

· Degree

· CII qualification

Experience

· Experience with arranging insurance for SMEs with complex company structures

· Experience with Acturis

A successful application is subject to references and screening.

Benefits

- Generous holiday (28 days in addition to bank holidays)

- Option to work from home two days a week

- Paid for CII qualifications and membership

- Employee Assistance programme (EAP)

- Onsite parking, train station 10min walk

Job Type: Full-time

Salary: £22,000.00-£30,000.00 per year

Benefits:

• Work from home

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Portsmouth, Hampshire: reliably commute or plan to relocate before starting work (preferred)

Experience:

• account handler: 2 years (preferred)

Work Location: Hybrid remote in Portsmouth, Hampshire

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