Commercial Account Handler (part-time) Tasker & Partners Limited

  • Location


  • Sector:

    Financial Services, Insurance

  • Salary:

    Competitive salary

  • Published:

    3 months ago

  • Expiry date:


  • Client:


About the company:

  • Tasker Insurance Group is a group of insurance intermediaries incorporating: Tasker & Partners, a Lloyd’s broker; Gresham Underwriting, an MGA; Tasker Insurance Brokers, retail brokers. The Group places over £40m of premiums and trades from five offices in Kent, Leicestershire, London, Manchester and West Sussex. Backed by Alcuin Capital, there is an ambitions strategy to grow the business both organically and by acquisition.

Purpose of the role:

Generating, maintaining and administering insurance policies and Binding Authorities to ensure high satisfaction levels exceeding Broker/Client expectations.

This is a part time role, working 32 hours per week (equivalent to 4 working days) and we have a flexible approach to how these hours are made up.

We are happy to consider home based working to support a primarily London based team.

General duties will include:

  • Handling commercial new business and renewal enquiries, contacting brokers to assess their requirements and relaying these to placing brokers, insurers or handle under company binding authorities.

  • Ensuring the efficient processing of the insurance accounts to ensure client expectations are met (Renewals, Claims, Mid-Term Amendments).

  • Contributing to the Division’s income function by ensuring renewal retention exceeds divisional targets and manage a pipeline of new business enquiries in line with the team strategy.

  • Assisting with the preparation, production and checking of policy documentation.

  • Reviewing and processing surveys and risk management reports.

  • Liaising with the Broking team to ensure client’s commercial requirements are met.

  • Producing reports from company systems to ensure all customer inputs are completed.

  • Building new and strengthening existing relationships with producing brokers as the primary catalyst in securing the growth of the division.

  • Support the Binder and Affinity book by handling the production and administration of delegated authority contracts including but not limited to new, renewal and MTAs.

  • Support the TPL accounts function by organising the recording, processing and payment of Insurance premiums, including the submission of supporting documentation including LPANs via Xchanging.

Key responsibilities:

  • Ensure that you follow the firm’s systems and procedures at all times, in accordance with firm’s procedures manual.

  • Ensure that you undertake company training and CPD points are up to date.

  • Ensure that you follow the firm’s compliance systems and procedures at all times, in accordance with firm’s compliance manual.

  • Respond promptly to broker queries and ensure that all communications with brokers and/or insurers, or other relevant business contacts are accurately recorded (in writing), in accordance with the firm’s procedures manual.

  • Additionally you may undertake other tasks within the company that the Directors dictate based on your experience and knowledge.

  • Undergo an Appraisal conducted on an at least annual basis or as more regularly prescribed in the firm’s Procedures Manual

Skills and Knowledge:

  • At least 5 years experience in a similar role

  • Be able to prioritise and organise own workload to ensure that deadlines are adhered to.

  • Be able to liaise with colleagues and work supportively and jointly when appropriate.

  • Be able to develop and sustain relationships with both internal and external customers    and contacts.

  • Be able to construct effective written communications, including letters and reports to meet business needs.

  • Demonstrate confident and effective telephone skills.

  • Be able to effectively analyse client needs and develop solutions.

  • Use good interpersonal skills, including questioning and listening.

Remuneration Package:

  • 25 days holiday plus Bank Holidays (plus additional day to be taken on or around your birthday).

  • Membership of Group Death in Service plan.*

  • Membership of Group Income Protection plan.*

  • Workplace Pension Scheme at appropriate age.

* Upon completion of probationary period.