Account Handler - Commercial Insurance

Role: Account Handler – Commercial Insurance
Location: Morley, Leeds
Salary: £25,000 - £33,000 pa - dependent on experience
Hours: Monday-Friday, 8.45-5.15pm

Our Client:
Our client, an independent, innovative, and results-driven Commercial Insurance company based in Morley, is seeking a dynamic Account Handler with Commercial Insurance experience, to join and support their team . This is an exciting opportunity offering strong career progression prospects.

As an Account Handler you would be responsible for generating revenue and profit by providing direct account management support to clients and the Client Service Director within the commercial insurance sector, ensuring strict adherence to FCA compliance requirements.

Key Responsibilities of the Account Handler – Commercial Insurance:

• Build and maintain professional client relationships, providing expert product advice.
• Manage daily client communications, including telephone and basic queries.
• Handle incoming post and maintain diaries.
• Check policy documentation and issue Green Cards.
• Process mid-term adjustments (MTAs) and obtain renewal terms.
• Manage claims: initial handling, FNOL receipt, and referral of complex cases.
• Oversee vehicle declarations: review adjustments and claims, calculate premiums, submit to insurers, update records, invoice clients, and instruct GRM when needed.
• Process vehicle amendments: update records, process MID, notify insurers, and confirm with clients.
• Manage driver referrals: gather client information, liaise with insurers, confirm terms, and update records.
• Conduct file handovers and confirm cover: verify MID accuracy, update vehicle schedules, risk registers, declaration spreadsheets, issue confirmations, and maintain CRM trackers.
• Ensure compliance with company policies, FCA conduct rules, data security, and best practice guidelines.
• Handle complaints per company policy and support business needs, including premium collection, aged debt queries, invoicing, and adjustments.

Skills & Experience required for the role:

• Minimum of 2 years’ experience in Commercial Insurance account management.
• Strong communication skills with a focus on delivering excellent customer service.
• Solid understanding of insurance compliance, including FCA conduct rules.
• Proficient in IT systems and confident using digital tools in a professional environment.
• Team player

What’s our client offers:

• Salary of £25,000 - £33,000 pa – dependent on Experience
• Excellent career prospects
• On-site parking
• Company pension

If you're an experienced Commercial Insurance Account Handler ready to take the next step in your career, we’d love to hear from you – apply today!

Our Guarantee
Thank you for your initial expression of interest in our available vacancy. If we have not contacted you within 5 working days of your application, please understand that the CV received, and the information provided does not meet the requirements of the current vacancy. However, we will consider all applications for any available opportunity, present or future, and proactively contact you should we deem there to be a suitable match.

Here at Impression we are committed to supporting the principles of equal opportunities and prohibit discrimination/ harassment of any kind based on race, colour, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic.