Careers at Watkin Davies

We're always keen to hear from professional and ambitious people. If you'd like to join our team, please see the current vacancies below. If you can't find the right vacancy today, you can still complete your details and upload a CV and we will be in contact if another vacancy arises.

Current Vacancies

Job Title: Commercial Insurance Account Handler

We are looking for an experienced Insurance Account Handler to provide a first class service and support to our Commercial Insurance clients. The role will include new policy sales, servicing of existing customers, and working to retain renewals.

This exciting office based role will appeal to a highly professional individual with strong relationship building, sales, and account management skills who is seeking to join a successful team and develop their career.

Key Responsibilities

• Support the Commercial Executives to provide support for/to our commercial clients
• Servicing of existing customers with retention of renewals to achieve company income targets in accordance with company procedures and regulatory requirements.
• Respond to enquiries from Commercial Account Executive, clients and underwriters and ensure that all information is obtained and communicated in a courteous and helpful manner.
• Fact find to identify the clients requirements, obtaining quotations using the correct markets, advising the most appropriate terms and cover and to discuss any additional covers to ensure that all the insurance needs are met.
• If quotations are verbally accepted, the job holder will issue, with the authority of the Commercial Account executive, written confirmation, providing full details of cover, enclosing proposal(s) for completion and other documentation required to comply with The Financial Conduct Authority regulation.
• Ensure that all paper files and/or system records are up to date and accurate following all client contact.
• Manage the departmental diary system
• Identify and convert sales and cross sales opportunities
• Provide professional and accurate customer service
• Ensure that all system records are up to date and accurate following all client contact
• Check all insurance documentation is correct
• Resolve queries and issues raised with all customers
• Capture data accurately

Skills & Experience:

• Proven sales and/or account management experience via telephone and email
• Previous insurance broking experience required
• Able to demonstrate ambition and desire to succeed
• Professional manner
• Customer service orientated 

Please complete your details below and upload a CV if you would like to apply for this vacancy.