Commercial Account Handler

41 Days Old

A Commercial Account Handler is the backbone of a broker’s commercial team, responsible for servicing clients, ensuring compliance, liaising with insurers, and supporting revenue growth.

Benefits

* Family Run Business

* Company Pension

* Sick Leave Policy as industry standard

* The company encourages career progression, ongoing support and training

* Good work-life balance

* The company is a long-established business with a culture that values teamwork and good client relationships

Overall Objective as Commercial Account Handler

* Manage and develop an existing book of commercial insurance business.

* Ensure FCA compliance and deliver high-quality client service.

* Support Account Executives in revenue generation and retention.

Key Responsibilities

* Client Service & Administration

* Handle new business, renewals, mid-term adjustments, claims, and queries.

* Issue cover notes, arrange premium financing, and ensure accurate documentation.

* Insurer Liaison

* Market renewals, obtain quotations, and negotiate terms with insurers.

* Ensure timely communication with insurers and clients.

* Compliance

* Follow FCA regulations and company procedures.

* Use checklists and compliance manuals to demonstrate adherence.

* Business Development

* Identify cross-selling opportunities and gaps in cover.

* Attend pre-renewal strategy meetings and contribute to client retention plans.

Skills & Competencies

* Strong knowledge of commercial insurance products (property, liability, motor fleet, etc.).

* Excellent communication and relationship-building skills.

* Attention to detail and ability to manage multiple client accounts.

* Proficiency in insurance systems and documentation processes.

* Ability to drive

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Location:
South Ockendon
Job Type:
FullTime
Category:
Accounting/Financial/Insurance

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