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- Tasks: Assist clients with their insurance needs and provide excellent customer service.
- Company: Join a Certified B Corp committed to people and planet.
- Benefits: Competitive salary, performance bonus, private healthcare, and ongoing training.
- Why this job: Make a real difference in clients' lives while growing your career.
- Qualifications: Experience in motor insurance and strong communication skills required.
- Other info: Supportive and inclusive workplace with great career development opportunities.
The predicted salary is between 27000 - 35000 £ per year.
We’re seeking a proactive, customer-focused Commercial Account Handler with experience in commercial insurance to join our expanding Customer Service team. In this role, you’ll act as the first point of contact for clients, assisting with their insurance needs while providing a friendly, clear, and efficient service across fleet and commercial policies. You’ll also be responsible for processing mid-term adjustments for our fleet and commercial insurance customers.
Key Responsibilities:
- Handle inbound and outbound customer enquiries via phone, email, and SMS
- Provide support on fleet insurance and commercial policies, including mid-term adjustments, renewals, and general queries
- Deliver clear, jargon-free explanations of insurance products and cover options
- Assist customers with claims processes and liaise with insurers where required
- Build strong, long-term relationships with clients through excellent service
- Maintain accurate records in internal systems and ensure compliance with FCA regulations
- Identify opportunities to improve customer outcomes and retention
- Work collaboratively with sales and underwriting teams
Experience & Skills Required:
- Previous experience in motor insurance (car, van, or fleet) – essential
- Experience in a customer service, commercial insurance or contact centre environment
- Strong communication skills with the ability to simplify complex information
- Excellent attention to detail, quality and organisational skills
- Ability to work in a fast-paced, customer-driven environment
- Confident using CRM systems and Microsoft Office
- A positive, team-oriented attitude
Desirable:
- Experience within a commercial insurance brokerage
- Knowledge of fleet, courier, or business insurance products
- Cert CII (or working towards)
What We Offer:
- Competitive salary + performance bonus
- Private healthcare
- Ongoing training and development (including apprenticeships and qualifications)
- A supportive, inclusive, and purpose-driven workplace
- Opportunity to work for a Certified B Corp business committed to people and planet
Commercial Account Handler in Bristol employer: Clear Choice Recruitment
Contact Detail:
Clear Choice Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Commercial Account Handler in Bristol
✨Tip Number 1
Get to know the company before your interview! Research their values, culture, and recent news. This will help us tailor our answers and show that we're genuinely interested in being part of their team.
✨Tip Number 2
Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. The more we rehearse, the more confident we'll feel when it’s our turn to shine.
✨Tip Number 3
Don’t forget to prepare some questions for them! Asking about their team dynamics or growth opportunities shows that we’re engaged and thinking long-term about our role in the company.
✨Tip Number 4
Follow up after the interview! A quick thank-you email can go a long way in leaving a positive impression. Plus, it shows that we appreciate their time and are still keen on the position.
We think you need these skills to ace Commercial Account Handler in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Commercial Account Handler role. Highlight your experience in commercial insurance and customer service, and don’t forget to mention any relevant skills that match the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Be sure to mention your proactive approach and how you can contribute to providing excellent service to our clients.
Showcase Your Communication Skills: Since strong communication is key for this role, make sure your application reflects that. Use clear and concise language, and avoid jargon. We want to see how you can simplify complex information for clients!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team.
How to prepare for a job interview at Clear Choice Recruitment
✨Know Your Insurance Stuff
Make sure you brush up on your knowledge of commercial insurance, especially fleet policies. Be ready to discuss specific products and how they work, as this will show your expertise and confidence in the field.
✨Practice Clear Communication
Since you'll be explaining complex insurance concepts to clients, practice simplifying jargon into clear, friendly language. Role-play with a friend or family member to get comfortable with this.
✨Showcase Your Customer Service Skills
Prepare examples from your past experience where you've gone above and beyond for customers. Highlight how you built relationships and resolved issues, as this is key for a Commercial Account Handler.
✨Familiarise Yourself with CRM Systems
Get to grips with common CRM systems and Microsoft Office tools. If you can, mention any specific software you've used before, as this will demonstrate your readiness to hit the ground running.