Commercial Account Handler

Location	Macclesfield
Hours	Full Time
Contract	Permanent

Position Title: Commercial Account Handler

Department: Broking

Location: Macclesfield

Contract: Full-time

Direct Reporting: Branch Director

Introduction:

Lloyd Bolam Insurance Brokers, part of David Roberts and Partners Group, provide insurance solutions for UK based businesses from a wide range of sectors. We have a committed team of industry experts who have the expertise to respond quickly to any customer requirement. Our aim is to provide quality, cost-effective insurance backed up by a reliable and highly professional service.

David Roberts and Partners was formed in 1977. Founded in Ormskirk, before moving to Southport, the organisation has now grown into a family of independent insurance brokers. With businesses spanning the UK and Europe. We have a team of over 300 dedicated colleagues, we place over £230m premium with direct access to Lloyd’s of London and other specialist international markets.

Position Summary:

As a Commercial Account Handler at our business, you will play a pivotal role in providing exceptional service to our commercial clients. Your primary responsibility will be to support our Account Executives in managing client accounts, processing policies, and ensuring smooth communication between clients, the service teams, and our insurer partners. This position demands strong attention to detail, excellent organisational skills, and a proactive approach to delivering exceptional client service.

Roles & Responsibilities:

As a Commercial Account Handler you will be responsible for the following:

Assisting Account Executives in managing a portfolio of commercial insurance clients.
Process insurance policies, endorsements, and renewals accurately and efficiently.
Liaising with our clients to gather necessary information for underwriting purposes.
Provide exceptional client service by promptly addressing any inquiries and concerns.
Collaborate with underwriters to negotiate terms and coverage on behalf of clients.
Prepare accurate documentation and maintain client records in compliance with regulatory standards.
Support claims management by facilitating communication between our clients and our claims departments.

Stay updated on industry trends, insurance products, and regulatory changes.

Key Performance Indicators:

Client satisfaction ratings.
Timeliness and accuracy of policy processing.
Renewal retention rates.
Efficiency in handling client inquiries and requests.
Compliance with regulatory standards and internal procedures.

Key Relationships:

Commercial Account Executives.
Broking Leaders
Insurer Underwriters
Internal support staff.