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For Companies At a Glance
- Tasks: Manage commercial client portfolios and handle renewals and new business admin.
- Company: Join a respected independent brokerage with a strong Yorkshire presence.
- Benefits: Enjoy a top-tier salary, hybrid working, private healthcare, and 25+ days holiday.
- Why this job: Experience autonomy, varied clients, and clear progression in a supportive team culture.
- Qualifications: 5+ years in commercial insurance, strong technical knowledge, and confident communication skills required.
- Other info: CII funding and mentoring available for professional development.
The predicted salary is between 43200 - 72000 £ per year.
Leading Independent Brokerage | £Excellent Salary + Benefits
Location: Leeds (Outskirts) | Hybrid Working
Are you an experienced Commercial Account Handler ready for your next challenge? Want to work with a respected independent brokerage that values expertise, autonomy, and quality client service?
We’re looking for a confident and capable Senior Account Handler to support a team of Account Executives and service a portfolio of established commercial clients across a range of sectors.
Why Join Us?
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Top-tier salary – we pay above market to attract and retain the best
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Established and respected – independent, owner-led brokerage with a strong presence in Yorkshire
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No micromanagement – we trust our people and give them room to thrive
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Varied and interesting clients – SME to mid-market across sectors such as property, construction, manufacturing, and tech
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Clear progression – opportunities to develop into leadership, broking, or technical specialist roles
Your Role
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Manage the day-to-day servicing of a portfolio of commercial clients
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Handle renewals, MTAs, and new business admin across a range of commercial lines (e.g. property, liability, motor, combined)
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Prepare and issue policy documents, renewal terms, and market presentations
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Build strong relationships with clients, insurers, and Account Executives
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Use Acturis (or similar) to process documentation and maintain accurate records
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Provide technical advice and support to junior handlers where needed
What We’re Looking For
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Proven experience in a commercial insurance account handling role (ideally 5+ years)
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Strong technical knowledge across a range of commercial products
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Confident communicator, both with clients and insurer partners
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Highly organised with attention to detail and a proactive mindset
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Experience with Acturis is a bonus (training provided if not)
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CII-qualified or working towards it (preferred)
What You’ll Get
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Excellent basic salary – benchmarked to attract senior-level candidates
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Comprehensive benefits package including private healthcare, enhanced pension, and 25+ days holiday
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Hybrid working – typically 2–3 days in-office with flexibility
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Professional development support – including CII funding and mentoring
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A genuinely supportive team culture with long-term progression opportunities
If you’re a senior handler looking to feel valued, supported, and challenged in your role – this could be the step up you’ve been waiting for.
Apply today or get in touch for a confidential conversation.
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Senior Account Handler employer: The Summit Group
Contact Detail:
The Summit Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Account Handler
✨Tip Number 1
Familiarise yourself with the specific commercial sectors mentioned in the job description, such as property, construction, and tech. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your understanding of the clients you'll be working with.
✨Tip Number 2
Highlight your experience with Acturis or similar systems in your discussions. If you haven't used Acturis before, consider researching its functionalities to show your willingness to learn and adapt quickly to new tools.
✨Tip Number 3
Prepare examples of how you've built strong relationships with clients and insurers in your previous roles. Being able to share specific instances where your communication skills made a difference can set you apart from other candidates.
✨Tip Number 4
Express your interest in professional development during your interactions. Mention any relevant qualifications you're pursuing, like CII, and how you plan to continue growing in your career, aligning with the company's commitment to support your progression.
We think you need these skills to ace Senior Account Handler
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in commercial account handling. Focus on your achievements, particularly those that demonstrate your ability to manage client portfolios and handle renewals or new business administration.
Craft a Compelling Cover Letter: Write a cover letter that showcases your confidence and communication skills. Mention specific examples of how you've built strong relationships with clients and insurers, and how your proactive mindset has contributed to your success in previous roles.
Highlight Technical Knowledge: Emphasise your technical knowledge across various commercial products in your application. If you have experience with Acturis or similar systems, be sure to mention it, as this could set you apart from other candidates.
Showcase Professional Development: If you're CII-qualified or working towards it, include this information prominently in your application. Highlight any professional development support you've received in the past and express your eagerness for further growth within the company.
How to prepare for a job interview at The Summit Group
✨Showcase Your Experience
Be prepared to discuss your previous roles in commercial account handling. Highlight specific examples where you've successfully managed client portfolios, handled renewals, or provided technical advice. This will demonstrate your expertise and confidence in the field.
✨Understand the Company Culture
Research the brokerage's values and culture before the interview. Since they emphasise autonomy and a supportive team environment, be ready to explain how you thrive in such settings and how you can contribute positively to their culture.
✨Prepare Questions
Have a list of insightful questions ready to ask during the interview. Inquire about their approach to client relationships, opportunities for professional development, or how they support their team members. This shows your genuine interest in the role and the company.
✨Demonstrate Technical Knowledge
Brush up on your knowledge of commercial insurance products and the Acturis system. Be ready to discuss how you would handle various scenarios related to property, liability, and motor insurance. This will highlight your readiness for the role and your commitment to continuous learning.
