Commercial Account Handler

To work within the commercial broking team, supporting Directors and Account Executives in acquiring, maintaining, and renewing commercial insurance policies.

The Commercial Account Handler plays a pivotal role in mentoring junior staff, maintaining key client relationships, and driving operational excellence in the Commercial Department.

Revenue Generation & Client Support

• Support revenue growth and retention through expert client service and broking activities.
• Key Responsibilities of the Commercial Account Handler:
  
  • Work closely with Directors and Account Executives to help achieve and exceed income targets.
  • Oversee preparation and accuracy of documentation issued to clients.
  • Manage complex renewals and mid-term adjustments, escalating only where necessary.
  • Take lead on broking for large or complex risks, using market knowledge to secure best terms.
  • Prepare insurer presentations and negotiate terms with underwriters.
  • Act as a key contact for strategic client queries and maintain high service standards.
  • Mentor and support junior handlers with training and technical queries.

Placement & Administration

• Ensure efficient and compliant support processes are in place and executed consistently.
• Key Responsibilities of the Commercial Account Handler:
  
  • Maintain accurate client files and ensure compliance with company procedures.
  • Proactively keep the company's systems updated with client and policy information.
  • Lead quality control checks for documentation and processes within the team.
  • Assist in refining broking workflows and templates to improve efficiency.

Finance & Reporting

• Drive financial accuracy and support business reporting.
• Key Responsibilities:
  
  • Oversee accurate and timely issue of client invoices and manage related queries.
  • Liaise with finance and credit control to ensure smooth premium collection.
  • Identify and address any finance discrepancies, coordinating resolutions promptly.
  • Provide insights and reporting on portfolio performance and renewal retention.

Team Leadership & Development

• Support the growth and capability of the Commercial Team.
• Key Responsibilities:
  
  • Provide guidance, coaching, and informal leadership to Account Handlers.
  • Help onboard and train new team members, ensuring understanding of company systems and culture.
  • Share market insights and best practices with the wider team.
  • Support the development of a positive, accountable, and client-focused team environment.

Personal Development

• Maintain a high level of professional development and compliance.
• Key Responsibilities:
  
  • Continuously improve technical knowledge and stay informed on market developments.
  • Participate in internal and external training programs as directed.
  • Act as a role model for conduct, professionalism, and quality of work.