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Commercial Account Handler

Salary Competitive
Location Alcester - Hybrid
{Mergefield Value}
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This is a Permanent, Full Time vacancy that will close in {x} days at {xx:xx} BST.

Join Our Team as a Commercial Account Handler 

If you bring broking experience, Acturis proficiency, and a solid grasp of General Commercial and Package Policies, we invite you to be part of a collaborative and engaging workplace where your skills and drive will be key in achieving our business objectives. 

If so, you could be the person we are looking for! 

Join our well-established Alcester team, an integral part of Clear Insurance Management, focusing primarily on Commercial Insurance. The team comprises experienced Account Executives and Handlers who work together in a friendly, supportive, and engaging environment. Operating under Delegated Agreement Authorities, they provide professional and efficient services to a diverse range of clients and insurer partners. 

What are we looking for? 

As a Commercial Account Handler, your role encompasses a diverse array of responsibilities to ensure seamless client interactions. From providing new business quotations and executing instructions from clients to collaborating with Account Executives for strategic planning and cross-sale opportunities, you play a vital part in the client's insurance journey. You meticulously handle renewals, check client documentation, and maintain up-to-date records, ensuring a thorough and compliant process. Your multifaceted role extends to supporting clients during claims, offering risk management advice, and contributing to credit control efforts when necessary. Additionally, your active involvement in client visits alongside Account Executives demonstrates your commitment to fostering strong client relationships. 

  • Broking experience. 

  • Established understanding of Acturis. 

  • Knowledge of General Commercial and Package Policies. 

  • Strong interpersonal and excellent communication skills, particularly over the phone. 

  • Ability to work efficiently under pressure and prioritise workload. 

  • Excellent planning, organisational, and time management skills. 

  • A good team-player with a drive to succeed. 

  • Negotiation skills. 

  • Compliant with a good understanding of regulatory requirements. 

  • IT literate with client systems and Microsoft packages. 

Please see job description for more details about the role and requirements. 

Don’t meet all requirements? 

If the role sounds exciting to you but your experience, skills or qualifications don’t exactly match every single requirement, we still encourage you to apply, you may be just the right person for our position! 

Making it CLEAR – why you should join us. We offer a wide range of support and benefits, which include: 

  • Wellbeing support: Our Wellbeing hub with Aviva gives physical and mental health support. We also have Group Medical Insurance and an Employee Assistance Programme. 

  • Taking time for you: we work flexibly – our hybrid working approach means we like to see you in the office as a minimum 2 days per week, with the other days working from home.  Our annual leave accrues up to 27 days p/annum with service and the opportunity to purchase 3 additional days, plus bank holidays. 

  • Planning for the future: We have a contributory pension scheme; Group Life Assurance 4x salary; Group Income Protection. 

  • £1000 referral bonus when you introduce an employee: receive £1000 when you introduce a friend, family member or someone from your network, following successful completion of their probation. 

Diversity, Equity, Inclusion 

Diversity, Equity and Inclusion is important to us, and we appreciate difference through inclusiveness and belonging. One way we are doing this is through our valued staff networks which play a critical and highly valued role in keeping us focused on being a diverse, inclusive and engaged employer. We recognise and support staff networks for Gender Equality - Female Alliance in Business, Early Career Professionals, and have further plans to expand these.  

In recruiting for our team, we welcome the unique contributions that candidates can bring in terms of their education, opinions, culture, ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, colour, religion, disability, sexual orientation and beliefs. 

Founded in 2001, Clear Insurance Management Ltd (CLEAR) is an award-winning, independent chartered insurance broker and Lloyd’s broker. In the last two decades, we’ve grown from a small start-up trading from one office in South West London, to become a large, chartered independent broker operating from multiple locations across the country.

We are also the largest member of Brokerbility, the leading network of independent brokers in the UK, affording us considerable influence with insurers when negotiating terms on our client's behalf. We hold Chartered Insurance Broker status, awarded by the Chartered Insurance Institute (CII), in recognition of our commitment to maintaining the highest standards of knowledge, ethical practice and advice in our profession.

As a responsible business, we are determined to achieve Net Zero carbon emissions by 2030 and are the first insurance broker to set this commitment through the Science-Based Targets Initiative (SBTi). We also encourage our employees to engage in social endeavours to support our local communities through our staff charity committee. We are committed to our employees' wellbeing and professional development and foster a positive, collaborative workplace where people can learn from each other and work toward shared goals.

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