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Commercial Account Handler

Liverpool, Merseyside
£30,000 to £32,000
Job Type
7 Sep 2022

Job Title - Commercial Insurance Account Broker

Contract - Permanent

Salary - £32,000

Location - Liverpool, Merseyside

Industry - Insurance Broker - Commercial Insurance


To provide insurance solutions to our customers in a timely and effective manner. You will be responsible for achieving new business goals and sales and retention of current business, across a range of consumer insurance products.

Working on a blend of perspective and existing customers, you will deliver great customer experiences and be used to delivering consistently strong performance against target.

Key Accountabilities:

  • To provide insurance quotations in a customer focused and compliant manner ensuring that quotations are provided in agreed formats within agreed service standards and timelines.
  • To manage all mid-term adjustments in an effective manner and deal with any issues and or complaints in accordance with compliance guidelines.
  • Ensure that all communication and calls are answered to agreed service levels, within TCF parameters and to quality standards
  • Utilise communication and negotiation techniques and skills to clearly explain the features and benefits of our products, ensuring that every customer receives a full complement of sales and upselling opportunities.
  • Maintain accurate and detailed records of all customer contact
  • To acquire, maintain and record an accurate level of appropriate product and regulatory knowledge and skill as is appropriate for the role.
  • To ensure that all statutory and company regulations are followed to protect clients, colleagues and the business interests of the company.
  • Adhere to the contents of the Broking Procedures Manual at all times
  • Monitor attainment of targets as outlined on performance appraisal and during 121 sessions with manager
  • Carry out any additional duties as agreed with your Line Manager

Qualifications / Experience:

  • Minimum 5 GCSE, Grades A-C including English and Maths, degree level preferred.
  • Computer Literate
  • Minimum 3-5 years experience working in a similar role
  • Minimum Foundation CII qualification, working towards Certification.
  • Working knowledge of Acturis platform preferable


  • Experience of working within a Regulated FCA environment desirable, in line with core competency levels

Skills and Competencies:

  • Works collaboratively and as part of a team
  • Works well under pressure and ability to adapt and remain flexible in approach
  • Drives performance to succeed in a target based environment
  • Have an ability to multi-task, in particular be able to switch between a range of contact channels such as inbound, outbound calls, emails etc.
  • Focus on customers, with effective use of verbal and listening skills


  • Commercial Credibility
  • Communication
  • Leadership and Influence
  • Driving Change and Improvement
  • Planning and Organising
  • Delivering Solutions
  • Big Picture Thinking
  • Drive and Resilience
  • Relationship Building


  • Working at all times lawfully and in accordance with pre-defined regulatory, compliance and financial requirements, e.g. Data Protection, Health and Safety, Financial Services Authority Standards.
  • Working at all times in accordance with group/company policy, processes and control frameworks.

For a full brief please contact one of our specialist consultants:-



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  • Job Reference: 706201566-2
  • Date Posted: 7 September 2022
  • Recruiter: Lawes Consulting Group
    Lawes Consulting Group
  • Location: Liverpool, Merseyside
  • Salary: £30,000 to £32,000
  • Sector: Sales & Marketing
  • Job Type: Permanent