Commercial Account Handler

Bucks Skills Hub; Aylesbury; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services organization in Aylesbury is seeking a Commercial Account Handler to review client documentation, build relationships, and ensure compliance. The ideal candidate should possess strong attention to detail and a willingness to learn on the job. This role includes rewards such as 22 days holiday, life assurance, and access to various lifestyle benefits.

Benefits

22 days holiday plus bank holidays

Life Assurance up to 4x salary

Contributory pension scheme

Access to a Healthcare Cashplan

Discounts on gym membership

Access to lifestyle and financial benefits

Qualifications

• Strong attention to detail for reviewing client documentation.
• Ability to build relationships with internal and external stakeholders.
• Willingness to learn and adapt to new challenges.
• Capability to process data accurately.

Responsibilities

• Review client documentation to ensure accuracy.
• Assist Commercial Account Executives in renewal retention.
• Meet FCA requirements for compliance.
• Support high levels of client service.

Skills

Attention to detail

Relationship building

Data processing

Learning willingness

Job description

This job opportunity has been provided by Reed.co.uk

Commercial Account Handler

About you

• You will have strong attention to detail as you will be reviewing client documentation, ensuring the information is comprehensive and accurate to support the quoting process
• You must have the ability to build and maintain strong relationships with internal stakeholders, clients and external contacts to ensure we meet expectations and compliance standards
• You will be assisting the Commercial Account Executives in achieving high levels of renewal retention, whilst exceeding customer expectations and meeting FCA requirements.
• You are willing to learn, as every day will be different. This is a great opportunity to progress your career as a Commercial Account Handler and become further your professional qualifications.
• You have the ability to process data promptly and accurately on relevant systems in order to support and improve high levels of client service, internal process execution and to facilitate informed analysis

Rewards

We believe that great work and dedication should be rewarded, that's why we offer:

• 22 days holiday (plus bank holidays), increasing through length of service
• A set of core benefits, designed with your health and financial protection in mind:
  • Life Assurance up to 4x salary, protecting your loved ones in case the worst should happen
  • Income protection, guaranteeing an income for up to 5 years in the event of an illness or injury
  • Contributory pension scheme - 4% employer contribution and 5% employee contribution, rising to 5% & 5% in April 2025
  • Access to a Healthcare Cashplan, which gives you access to a variety of health related benefits
• Access to a host of lifestyle and financial benefits that you can choose from:
  • Discounts on gym membership across the UK
  • Salary sacrifice schemes - Travel Insurance, Cycle to Work, Car leasing, Technology purchase
  • Access to a range of insurance polices through Howden at discounted rates
  • Access to hundreds of high-street retailer discounts