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Commercial Insurance Account Handler


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 You will be an experienced Commercial Account Handler who has demonstrable working knowledge of Commercial Insurance products. You'll be responsible for managing a portfolio of SME to mid-market clients with a focus maintaining and developing the accounts. You will have sound knowledge of insurance principles and practices along with knowledge of current compliance regime for general insurance 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 Skills & Attributes 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 pro-actively 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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