Commercial Account Handler - Amersham
Working Pattern: Full Time | Onsite / Hybrid
High Basic Salary + Bonus + Company Benefits
The Role:
The Account Handler plays an important role in delivering high quality broking services through the effective handling of renewals, mid-term adjustments, documentation, and client queries. This position supports smooth client servicing, strong retention, and full regulatory compliance.
This role is a natural progression from Assistant Account Handler towards Senior Account Handler, offering increased responsibility and technical development, alongside greater engagement with both clients and insurers.
Key Responsibilities:
Client Servicing & Support
* Support client relationship management alongside the Account Executive, responding promptly to client queries throughout the policy lifecycle.
* Build strong relationships with clients and understand their insurance requirements.
* Escalate risks and issues where appropriate.
* Provide pre-renewal information and maintain oversight of new business and renewals.
* Prepare and process documentation accurately with strong attention to detail.
Broking
* Handle new business, renewals, endorsements, and cancellations in line with agreed timelines.
* Manage workload effectively, especially during complex renewals.
* Identify cross-selling and up-selling opportunities within client portfolios.
* Produce high quality client reports that meet regulatory standards.
* Maintain accurate client records in line with compliance requirements.
Insurer Liaison
* Prepare detailed broking presentations reflecting the client’s risk profile.
* Engage with insurers to secure the best terms in line with placement strategy.
* Build and maintain strong insurer relationships.
* Keep up to date with market conditions and insurer appetite.
Candidate Profile:
Essential
* Experience in insurance account handling within a commercial environment
* Strong organisational and administrative skills
* Excellent attention to detail and client focus
* Ability to manage multiple priorities
* Working knowledge of FCA requirements and insurance processes
Desirable
* Progress towards or completion of Cert CII / Dip CII
* Experience using broking systems such as Acturis or similar
* Exposure to multiple insurance classes
* Awareness of Consumer Duty and regulatory developments
* Experience identifying cross-selling opportunities