Commercial Account Handler

Commercial Account Handler

Bury Full-Time 24000 - 32000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage and grow a portfolio of clients while providing tailored insurance solutions.
  • Company: Join a well-established independent insurance brokerage with ambitious growth plans.
  • Benefits: Enjoy stability, autonomy, and opportunities for professional development.
  • Why this job: Be part of a supportive team, making a real impact in clients' businesses.
  • Qualifications: 3+ years in insurance; experience with SME and Mid-Market clients is essential.
  • Other info: CII qualification or progress towards it is a plus; strong PC skills required.

The predicted salary is between 24000 - 32000 £ per year.

Job Description

Commercial Account Handler | Bury | £30K – £40K

The Company

A well-established independent insurance brokerage is seeking an experienced Commercial Account Handler to join their team in Bury and step into a readymade portfolio of clients. Known for their professional and impartial advisory based approach, they cater to SME, Mid-Market and Corporate Clients across a wide range of industry sectors, providing cross-class tailored insurance solutions.

Having already grown through acquisition, the company have large growth plans with further acquisitions in the pipeline, the Commercial Account Handler will take over an existing portfolio of clients from day one.

The Role

As a Commercial Account Handler, you will be maintaining an existing portfolio of clients as well as developing new clients and your responsibilities will include:

  • Working with a portfolio of new and existing clients, in close collaboration with the team of Senior Brokers and Directors, to provide tailored insurance solutions.
  • Providing comprehensive customer support and advice to meet the insurance needs of your clients.
  • Develop a strong understanding of the clients business and requirements, and their risks.
  • Dealing with the processing and administration of new contracts, renewals and MTA's.
  • Liaising and negotiating with underwriters to identify the most suitable insurance products for your clients.
  • Working closely with Senior Brokers, Account Executives and Directors to develop a strong knowledge of a commercial insurance products, and ensuring all recommendations are aligned to the client's needs.
  • Handling day-to-day queries and enquiries from both clients and insurers.
  • Providing outstanding customer service, developing lasting relationships.

About You

  • A minimum of 3 years experience in the insurance industry as either a Commercial Account Handler, Commercial Broker, or Commercial Account Manager – essential!
  • Experience and confidence of working with SME and Mid-Market clients.
  • In depth knowledge of multiple commercial insurance products and services across all lines.
  • Working knowledge of Acturis
  • Excellent customer service and relationship-building skills both in person and over the phone
  • CII qualification or working towards would be advantageous
  • Excellent attention to detail and organisational skills
  • Strong PC skills

If you're a Commercial Insurance professional looking for a role that will provide you with autonomy, accountability, stability and long-term opportunities this is the job for you!

Commercial Account Handler employer: The People Pod

Join a well-established independent insurance brokerage in Bury, where you will benefit from a supportive work culture that values professional growth and client relationships. With a focus on tailored insurance solutions for SME and Mid-Market clients, this role offers the opportunity to manage a ready-made portfolio while collaborating closely with experienced Senior Brokers and Directors. The company is committed to your development, providing a stable environment with exciting growth plans and the chance to make a meaningful impact in the insurance industry.
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Contact Detail:

The People Pod Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Commercial Account Handler

✨Tip Number 1

Familiarise yourself with the specific insurance products and services mentioned in the job description. Understanding the nuances of commercial insurance will help you engage in meaningful conversations during interviews.

✨Tip Number 2

Network with professionals in the insurance industry, especially those who have experience as Commercial Account Handlers. They can provide insights into the role and may even refer you to opportunities within their networks.

✨Tip Number 3

Prepare to discuss your previous experience with SME and Mid-Market clients. Be ready to share specific examples of how you've successfully managed client portfolios and provided tailored solutions.

✨Tip Number 4

Research the company’s recent acquisitions and growth plans. Showing that you understand their business strategy and how you can contribute to their goals will set you apart from other candidates.

We think you need these skills to ace Commercial Account Handler

Commercial Insurance Knowledge
Client Relationship Management
Negotiation Skills
Customer Service Excellence
Attention to Detail
Organisational Skills
Portfolio Management
Communication Skills
Problem-Solving Skills
Knowledge of Acturis
Team Collaboration
Risk Assessment
Sales Skills
Time Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in the insurance industry, particularly as a Commercial Account Handler or similar roles. Emphasise your knowledge of commercial insurance products and your ability to manage client portfolios.

Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with SME and Mid-Market clients, and how you can contribute to their growth plans. Personalise it to reflect why you want to work specifically for this brokerage.

Highlight Relevant Skills: In your application, focus on key skills such as customer service, relationship-building, and your proficiency with Acturis. Provide examples of how you've successfully managed client relationships and tailored insurance solutions in the past.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the insurance industry.

How to prepare for a job interview at The People Pod

✨Know Your Portfolio

Before the interview, familiarise yourself with the types of clients and industries you will be working with. Understanding the existing portfolio will help you demonstrate your readiness to step in and manage client relationships effectively.

✨Showcase Your Experience

Be prepared to discuss your previous roles in detail, especially your experience with SME and Mid-Market clients. Highlight specific examples where you successfully managed accounts or provided tailored insurance solutions.

✨Demonstrate Customer Service Skills

Since outstanding customer service is crucial for this role, think of instances where you went above and beyond for a client. Be ready to share these stories to illustrate your relationship-building skills.

✨Familiarity with Insurance Products

Brush up on your knowledge of various commercial insurance products. Being able to discuss different lines of insurance confidently will show that you are well-prepared and knowledgeable about the industry.

Commercial Account Handler
The People Pod
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  • Commercial Account Handler

    Bury
    Full-Time
    24000 - 32000 £ / year (est.)

    Application deadline: 2027-07-18

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    The People Pod

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