Job Description
Job Purpose:
To manage and service a portfolio of large commercial and corporate insurance clients, ensuring the highest level of service delivery. You will act as the main point of contact for day-to-day client servicing, working closely with Account Executives, insurers, and internal stakeholders to manage renewals, mid-term adjustments, and queries effectively and efficiently.
Key Responsibilities:
* Manage a portfolio of corporate clients across various industries, typically with premiums exceeding £50k GWP.
* Handle all aspects of client servicing including renewals, MTAs, claims liaison, and documentation.
* Prepare and negotiate renewal terms with insurers and present recommendations to clients.
* Build strong relationships with key insurer partners to secure favourable terms.
* Support Account Executives with client meetings and strategic planning.
* Ensure all client files and documentation are compliant with FCA regulations and internal procedures.
* Identify cross-selling and up-selling opportunities to enhance client value.
* Act as a point of referral and technical support for more junior handlers (if applicable).
* Use broking systems (e.g., Acturis) to maintain accurate and timely records.
Required Skills & Experience:
* Proven experience as an Account Handler within a commercial or corporate broking environment.
* Strong knowledge of commercial insurance products, including Property, Liability, Fleet, and Professional Indemnity.
* Excellent attention to detail and ability to manage a busy workload.
* Strong negotiation, communication, and relationship-building skills.
* Good understanding of FCA compliance and TCF principles.
* Experience using insurance software platforms (e.g., Acturis, Open GI, SSP).
* Cert CII qualified or working towards (Dip CII preferred).
Desirable Qualities:
* Proactive, client-focused approach.
* Team player with the ability to work independently.
* Commercial awareness and ability to understand clients’ business needs.
* Ability to thrive in a fast-paced, professional environment.
Benefits:
* Competitive salary and discretionary bonus
* Hybrid working options
* Full support for professional qualifications (e.g. CII)
* 25+ days holiday plus bank holidays
* Pension scheme
* Life assurance and other core benefits