Overview
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
Responsibilities
You will be an experienced Commercial Account Handler who has demonstrable working knowledge of Commercial Insurance products. Your responsibilities include managing a portfolio of SME to mid‑market clients with a focus on maintaining and developing the accounts, applying sound knowledge of insurance principles and practices, and staying current with the compliance regime for general insurance.
Technical & Data Skills
* 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
Professional & Soft Skills
* 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 proactively 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
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