Commercial Account Handler

An exciting opportunity has arisen for a Commercial Account Handler to join a growing and highly successful commercial insurance team based in London.

Supporting a team of experienced Commercial Account Managers and Account Executives, you'll play a vital role in delivering exceptional client service, ensuring the smooth day-to-day administration of commercial insurance portfolios and helping to drive both client retention and new business growth.

This is a varied role offering exposure to the full insurance lifecycle, including renewals, new business, mid-term adjustments and policy administration. You'll work closely with clients, insurers and colleagues, providing first-class support while developing your technical knowledge and progressing your insurance career.

This opportunity would suit an experienced Commercial Account Handler or Insurance Administrator looking to join a collaborative team with genuine long-term career development opportunities.

Key Responsibilities

Account Management Support

• Provide day-to-day support to Commercial Account Managers and Account Executives.
• Assist with the administration and servicing of commercial insurance portfolios.
• Prepare client documentation, renewal packs, quotations and policy schedules.
• Process mid-term adjustments, renewals and policy amendments accurately and efficiently.
• Liaise with insurers to obtain quotations, policy documentation and underwriting information.
• Ensure all client records are maintained accurately within Acturis.

Client Service

• Build positive relationships with clients, insurers and internal stakeholders.
• Respond promptly to client enquiries and policy queries.
• Deliver a professional and efficient service throughout the client journey.
• Assist with policy renewals and ensure all documentation is issued within agreed timescales.
• Support client retention by delivering a consistently high standard of service.

New Business Support

• Assist with new business enquiries from initial enquiry through to policy placement.
• Prepare market presentations and obtain quotations from insurers.
• Work alongside Account Managers and Account Executives to deliver competitive insurance solutions.
• Follow up outstanding quotations and support new business conversion.
• Help identify opportunities to cross-sell additional insurance products and services.
• Assist with prospect research and pipeline administration to support business development activity.

Administration & Operations

• Maintain accurate client files and policy documentation.
• Process insurer correspondence and client documentation efficiently.
• Monitor outstanding actions to ensure service levels are maintained.
• Support diary management and renewal planning where required.
• Ensure all administrative tasks are completed accurately and within service standards.
• Assist with ad hoc projects and operational improvements.

Compliance & Quality

• Ensure all work complies with FCA regulations, Consumer Duty and company procedures.
• Maintain accurate records and documentation.
• Follow internal compliance and quality assurance processes.
• Support positive customer outcomes through accurate and compliant administration.

Skills & Experience

Essential

• Previous experience within Commercial Insurance Account Handling or Insurance Administration.
• Good understanding of commercial insurance products.
• Experience supporting renewals, new business or policy administration.
• Strong organisational and administrative skills.
• Excellent communication and customer service skills.
• High attention to detail.
• Ability to prioritise workloads effectively.
• Experience using Acturis or similar insurance broking systems.

Desirable

• Experience working within an insurance broker.
• Exposure to SME or Mid-Corporate commercial insurance.
• Cert CII qualified or working towards professional qualifications.
• Experience supporting Account Executives or Account Managers.

Personal Attributes

• Organised and proactive.
• Client-focused with excellent attention to detail.
• Strong team player who enjoys supporting colleagues.
• Positive and professional approach.
• Excellent communication and relationship-building skills.
• Eager to learn and develop technical insurance knowledge.
• Able to work effectively within a fast-paced environment.

What's on Offer

Joining this business means becoming part of a supportive and collaborative commercial insurance team where you'll be encouraged to develop your skills and build a long-term career.

Benefits include:

• Salary up to £35,000 depending on experience
• Hybrid working
• Annual discretionary bonus
• Private Medical…