Commercial Account Handler

Job description

Job Purpose

For Trevellyan this role, directly affects the sales performance, and profitability of the business unit as it is wholly responsible for the renewal of existing client’s commercial insurance. Be commercially minded and to learn the commercial insurance from an advisory position; it is also the responsibility of the Account Handler to renew a minimum of 95% of the existing policies. You will need to understand the renewal and new business process. The Account Handler will be responsible for targets and KPIs through working closely with colleagues and management to ensure that all actions taken fully support the business operational requirements in line with company brand & vision, policies, code of conduct & organisational culture.

Job Responsibilities & Performance Standards

  • Ensure the new business and renewal processes are followed and understood
  • Ensure all customers receive 30 60 90-day calls and support with their renewal.
  • Create quote for all renewals/new business quotes in line with FCA treating customers fairly
  • Must consistently use CRM system to diaries reminders to call people and update details of existing/new clients. Complete health checks on all current clients.
  • Hold “Close Meetings” with your Broker/Account Handler to discuss the strategy required to close the sale and role-play it. Use the form provided.
  • Complete fact finds with all required information. Create a comprehensive in-house Industry specific Fact Find questionnaire.
  • Broker the clients renewal/new business quote as per the Premium Guide;
  • Below £100 – online quote – 1 to 2 markets, no visit
  • £100-£250 – quote – 3 market exercises, no visit
  • £250-£500 – quote 6+ Market Exercises, plus visit
  • Above £500 judgment call subject to industry
  • Where feasible quote the renewal/new business quote with additional broker fees to maximize the company profit.
  • Close the sale & take payment from the customer where needed


  • Exceptional Training and development of training programs
  • Passion to teach commercial insurance
  • Able to develop a complete program
  • Be able to coach and mentor new starters
  • Training that delivers excellence and rounded individuals for the insurance industry
  • Extensive knowledge of the Commercial Insurance market
  • Good working relationships with insurers
  • Excellent objection handling skills
  • Desire to hit & exceed targets
  • Excellent diary management
  • Have a positive can do attitude
  • Be extremely well organized & know how to prioritize tasks
  • Be empathetic with regards to customers needs
  • Understand the importance of adhering to FCA policies & procedures
  • Presents themselves in a professional manner either face to face or telephone
  • A team player who interacts & blends well with colleagues & management
  • Proven ability to work under pressure and to tight deadlines
  • Act on own initiative when situations dictate
  • Pays attention to detail
  • Possesses excellent negotiation skills that produces maximum results
  • Numerate
  • PC Literate with excellent MS Word & Excel skills
  • Adherence to company policies, code of conduct & culture
  • Ability to manage all aspects of client engagement
  • Be able to create sales presentations to both clients & insurers with credibility
  • Strictly maintain confidentiality & preserve sensitive information of clients & company
  • Have a firm belief in a “Treat Customers Fairly” culture
  • Minimum Qualifications/Education/Experience/Training/Knowledge
  • Qualifications and Education: CII preferred
  • Experience (Years & Type): 3years +
  • Training: Broker Assess
  • Knowledge: Wide Range of Commercial Insurance Markets


Job Types: Full-time, Permanent


  • Flexitime
  • Profit sharing


  • 8 hour shift
  • Day shift
  • Holidays
  • Monday to Friday
  • No weekends

Supplemental pay types:

  • Commission pay
  • Tips

Work Location: In person

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