Commercial Account Handler
Commercial Account Handler
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.
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
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