Commercial Account Handler

Location: Southampton

Scroll down to find an indepth overview of this job, and what is expected of candidates

Make an application by clicking on the Apply button.

Department: G R Marshall & Co

Job Type: Full time

Contract Type: Permanent

GR Marshall’s friendly and experienced team has been providing expert insurance advice and a superior level of customer service to valued clients throughout Hythe, Southampton and the wider Hampshire area since 1974. We 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 £250m of Gross Written Premium into the market annually.

About The Role

At G R Marshall, we want to ensure that our customers walk away with the right level of insurance cover, always. We build relationships with our clients, carefully listening to their needs and tailoring a policy that’s built around them. This way they can be sure that their insurance policy actually covers what they expect it to, so if they need to make a claim, their cover will be there to help them.

Due to continued growth and expansion, GR Marshall are seeking to appoint an experienced Account Handler, with a focus on a mix of Commercial and Personal Lines products. You will be responsible for generating revenue and developing the profitability of the business whilst ensuring full FCA compliance. Our Account Handlers ensure that a quality service is provided to all clients in accordance with their needs and requirements.

Key duties will include

• Ensuring accuracy, efficiency and professionalism when dealing with both clients and insurers in all aspects of the role
• Managing existing commercial & personal lines insurance policies
• Completing premium financing arrangements where required
• Advising clients on existing products in accordance with their needs
• Ensure bad debt queries are dealt with efficiently and in line with company procedure.
• Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices.
• Handle any complaints in accordance with regulation, the Company’s Conduct Policy.
• Take part in tailored learning, training and assessment courses and identify further areas for own development as required.
• Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times.
• Develop and maintain a professional working relationship with all clients and provide expert product advice and guidance

What we’re looking for

Our Account Handlers are vital in ensuring that GR Marshall clients have a professional and compliant experience. To be successful in the role, you must have the following skills.

xlqdzyr

• Previous experience gained from working as an Account Handler in a similar broking environment
• Working knowledge of most commercial and personal insurance products
• Experience of working to high standards and FCA Compliance
• Strong administration skills, coupled with a very keen eye for detail
• Ability to prioritise and organise own workload to ensure deadlines are met
• Numerical accuracy
• Exemplary communication skills, in person, on the phone and via email
• Strong time management skills, with the ability to meet deadlines
• IT proficiency with the use of most MS Office products and ideally a broking platform such as Acturis
• Regulatory and compliance awareness

What we offer

• Competitive salary commensurate with level of experience
• Company Pension scheme
• Generous holiday entitlement & Birthday off
• Death in service scheme

This is an office based role, covering Monday-Friday.

REF-(Apply online only)