Commercial Account Handler

Commercial Account Handler-
Isleworth
Jaggi & Co
Full time
Permanent

Jaggi and Co are an Independent, award-winning Insurance Broker with longstanding client and Insurer relationships and access to Lloyds of London. - We are a company where relationships, expertise, and exceptional service are at the heart of everything they do. Now part of the wider JMG Group who are a top 30 UK Broker, placing -350m+ Gross Written Premium annually

An opportunity has arisen for a Commercial account handler to join the team, who can complement the existing structure to help develop the company further.

You will be responsible for working closely with management in broking New and Existing business including Renewals.

The ideal applicant will be an individual experienced in the insurance industry transacting Commercial Insurance contracts, New Business and Renewals, a positive attitude, a willingness to learn and who would like to join a small but growing firm. -
Progress towards or achievement of Cert CII qualifications essential.

Key Attributes

• Working understanding of Commercial insurance products and policies
• Knowledge of underwriting terms, policy wording, and coverage limits
• Ability to process mid-term adjustments, renewals, and claims queries
• Investigation skills to resolve policy issues and coverage gaps
• Clear communication with clients, brokers, and insurers; thinking pro-actively about risk and protection for the client
• Ability to explain complex policy details in simple terms
• Professional email and phone etiquette
• Strong listening skills to understand client needs
• Keeping track of deadlines (renewals, endorsements, documentation)
• Professional and trustworthy
• Team Player but able to work independently

• Navigation of standard office PC Systems
• Essential working knowledge of Microsoft Word and Excel
• Working knowledge of insurer platforms systems. Use of Open GI(MISYS) would be beneficial
• Accurate data entry and documentation of customer information in line with Industry and FCA regulations and GDPR

• -35,000 to -40,000 (depending on experience) plus opportunity for bonus-
• Monday to Friday 8.30am to 5.30pm plus one Saturday morning per month 9am-1pm
• Parking Onsite
• 28 days holiday including bank holidays
• Pension
• Learning & Development Support