A Commercial Account Handler is the backbone of a broker’s commercial team, responsible for servicing clients, ensuring compliance, liaising with insurers, and supporting revenue growth.
Benefits
* Family Run Business
* Company Pension
* Sick Leave Policy as industry standard
* The company encourages career progression, ongoing support and training
* Good work-life balance
* The company is a long-established business with a culture that values teamwork and good client relationships
Overall Objective as Commercial Account Handler
* Manage and develop an existing book of commercial insurance business.
* Ensure FCA compliance and deliver high-quality client service.
* Support Account Executives in revenue generation and retention.
Key Responsibilities
* Client Service & Administration
* Handle new business, renewals, mid-term adjustments, claims, and queries.
* Issue cover notes, arrange premium financing, and ensure accurate documentation.
* Insurer Liaison
* Market renewals, obtain quotations, and negotiate terms with insurers.
* Ensure timely communication with insurers and clients.
* Compliance
* Follow FCA regulations and company procedures.
* Use checklists and compliance manuals to demonstrate adherence.
* Business Development
* Identify cross-selling opportunities and gaps in cover.
* Attend pre-renewal strategy meetings and contribute to client retention plans.
Skills & Competencies
* Strong knowledge of commercial insurance products (property, liability, motor fleet, etc.).
* Excellent communication and relationship-building skills.
* Attention to detail and ability to manage multiple client accounts.
* Proficiency in insurance systems and documentation processes.
* Ability to drive
Is this job for you? Please apply as we are waiting to talk to you