Commercial Account Handler

We are looking for an experienced and client-focused Commercial Account Handler to join a growing UK insurance broker. You will manage the day-to-day servicing of a portfolio of commercial clients, working closely with Account Executives, insurers and underwriters to secure suitable cover, competitive terms and excellent client outcomes. The role Manage a portfolio of SME, mid-market and/or corporate commercial clients.

Handle renewals from initial review through to placement, documentation and invoicing. Process mid-term adjustments, policy changes, new-business enquiries and general client queries. Obtain, negotiate and compare terms from insurer markets. Review client information and insurance requirements to help ensure cover remains suitable. Prepare renewal reports, quotations, policy documentation, certificates, schedules and endorsements. Liaise confidently with clients, insurers, underwriters and Account Executives.

Support Account Executives with renewal strategy, client retention and cross-selling opportunities. Assist clients with claims notifications and provide ongoing claims support where required. Maintain accurate records on the broking system and ensure activity is completed within agreed service standards. The Candidate Previous commercial broking or insurance account-handling experience. Sound knowledge of core commercial covers, including Property, Liability, Commercial Combined, Motor Fleet policies.

Comfortable managing renewals, MTAs and client servicing work from start to finish. Strong attention to detail, organisation and ability to manage competing deadlines. Confident communicator with the ability to build credibility with clients and insurer partners. Commercially minded, with the ability to spot retention, cross-sell and new-business opportunities. Experience using broker management systems and insurer portals. Cert CII achieved or a willingness to work towards it would be advantageous.

The Reward Annual salary to £40,000 based on experience Hybrid working - 3 days in office 2 from home Company Pension Performance related bonus Comprehensive range of benefits