Join an Award winning and well-established family-run insurance brokerage where relationships, expertise, and exceptional service are at the heart of everything they do.
They are looking for a motivated and detail-driven Commercial Insurance Account Handler to become a key part of their growing team. In this role, you’ll work closely with a portfolio of valued commercial clients, providing professional support across policy administration, renewals, and day-to-day account management. This is a fantastic opportunity to build your career within a supportive business that combines strong market presence with the friendly, collaborative culture that only a family-run company can offer.
Salary, Benefits & Hours
£35,000 to £45,000
Annual OTE
Monday to Friday 8.30am to 5.30pm
Parking Onsite
28 days holiday
Pension
Learning & Development Support
You will be an experienced Commercial Account Handler who has demonstrable working knowledge of Commercial Insurance products. You'll be responsible for managing a portfolio of SME to mid-market clients with a focus maintaining and developing the accounts. You will have sound knowledge of insurance principles and practices along with knowledge of current compliance regime for general insurance
Computer & keyboard skills
Navigation of standard office PC Systems
Essential working knowledge of Microsoft Word and Excel
Working knowledge of industry systems. Use of Open GI(MISYS) would be beneficial
Accurate data entry and documentation of customer information inline with regulations and GDPR
Skills & Attributes
Understanding of commercial insurance policies (property, liability, motor fleet, professional indemnity, etc.)
Knowledge of underwriting terms, policy wording, and coverage limits
Ability to process mid-term adjustments, renewals, and claims queries
Investigation skills to resolve policy issues and coverage gaps
Clear communication with clients, brokers, and insurers; thinking pro-actively about risk and protection for the client
Ability to explain complex policy details in simple terms
Professional email and phone etiquette
Strong listening skills to understand client needs
Keeping track of deadlines (renewals, endorsements, documentation)
Professional and trustworthy
Team Player but able to work independently