Commercial Account Handler

Job title:  Commercial Account Handler 

Salary: £35,000

Location:West Midlands

PURPOSE OF ROLE 

Due to continued growth and success, our client's broking team is looking to add a Commercial Account Handler to help ensure their clients continue to receive outstanding service and access to the most suitable insurance solutions  This role is designed to support clients with day-to-day insurance needs while also assisting Account Executives with renewal prep and new business quotations.

RESPONSIBILITIES 

• Handle client queries relating to policy documentation, and renewals
• Support Account Executives in preparing for renewals and quoting for new business
• Deliver excellent service to clients, managing relationships and ensuring their insurance needs are fully met
• Liaise with underwriters and negotiate terms to secure competitive and appropriate coverage
• Work closely with broking and support teams to ensure accuracy and compliance across all documentation and processes
• Proactively develop a pipeline of referral business from existing clients
• Monitor and work towards meeting team targets for retention and income
• Collaborate with regional management and contribute to the development and mentoring of team members

DAY-TO-DAY 

• Responding to client requests and managing day-to-day policy administration
• Preparing renewal documents and supporting new business activity
• Attending internal meetings to discuss pipeline and client strategy
• Coordinating with Account Executives and underwriters for tailored client solutions
• Tracking and reporting on retention rates and supporting team objectives
• Working compliantly and efficiently across all accounts and documentation

EXPERIENCE 

• A strong foundation in commercial insurance, ideally with hands-on experience in a broking environment
• Exposure to handling a variety of commercial products and dealing directly with clients
• Previous experience with Acturis or a similar broking platform is advantageous
• Demonstrated ability to manage client relationships and handle policies from start to finish

SKILLS 

• Excellent communication skills-both written and verbal-with confidence in dealing with stakeholders at all levels
• Strong negotiation and relationship management abilities
• High attention to detail and organisational capability
• A proactive, service-led approach to client needs
• Comfortable using Microsoft Word, Excel, and insurance software system
• Willingness to learn and progress-full funding and support for professional qualifications will be provided

If you have the relevant experience or know someone that does please contact me now on 07458 162842 or email us at