Job Description
Commercial Account Handler
Location: Southport
Salary: £35,000 – £40,000 (Dependent on Experience)
Working Hours: Monday to Friday, 9:00 AM – 5:00 PM
Role Overview:
We are seeking a proactive and experienced Commercial Account Handler to join our team in Southport. This role involves managing a portfolio of commercial clients, delivering excellent service, and supporting business growth through effective account handling and cross-selling opportunities.
Key Responsibilities:
* Calculate, negotiate, and deliver new business quotes, renewals, and mid-term adjustments (MTAs) to both underwriters and clients
* Conduct accurate fact-finding to determine clients’ demands and needs
* Identify and act on opportunities to cross-sell to existing clients
* Prepare compelling presentations for underwriters for both renewals and new business
* Resolve client and underwriter queries efficiently and professionally
* Support clients with the claims process
* Handle invoicing and arrange client finance options
* Assist the commercial department in meeting set targets
* Stay informed on current market conditions and maintain compliance with FCA regulations and industry best practices
Requirements:
* Previous experience in a commercial insurance environment (essential)
* Strong negotiation and communication skills
* Attention to detail and ability to manage multiple tasks
* Knowledge of FCA compliance and regulatory requirements
* Client-focused approach with the ability to build lasting relationships
If you’re looking for a role that offers variety, responsibility, and the opportunity to grow within a supportive team, we’d love to hear from you.