At a Glance
- Tasks: Support a portfolio of Commercial clients and manage insurance arrangements accurately.
- Company: Established insurance brokerage with a professional and client-focused team.
- Benefits: Competitive salary, bonus opportunities, ongoing training, and career progression.
- Why this job: Join a respected brokerage and make a real impact in the insurance industry.
- Qualifications: Experience in Commercial insurance and proficiency in Acturis software required.
- Other info: Collaborative environment with exposure to diverse client portfolios.
The predicted salary is between 30000 - 50000 £ per year.
An established insurance brokerage is seeking an experienced Commercial Account Handler to join its professional and client-focused team. This is an excellent opportunity for an individual with strong technical insurance knowledge and a passion for delivering exceptional service to Commercial clients.
The Commercial Account Handler will play a key role in supporting a portfolio of Commercial clients, acting as a primary point of contact and ensuring insurance arrangements are managed accurately and compliantly. The role requires strong attention to detail, excellent communication skills, and a solid understanding of Commercial insurance products and regulations.
Key Responsibilities
- Build and maintain strong relationships with Commercial clients
- Act as the main point of contact for client enquiries, renewals and mid-term adjustments
- Provide tailored advice based on clients’ insurance needs and risk profiles
- Manage policy documentation, endorsements and certificates with a high level of accuracy
- Liaise with underwriters to negotiate and secure appropriate coverage terms
- Analyse risk exposures to identify gaps and opportunities for improved coverage
- Ensure all policies comply with industry regulations and contractual obligations
- Maintain accurate and well-organised electronic client files using Acturis
- Prepare reports and insurance portfolio reviews for clients
- Identify opportunities for cross-selling and upselling insurance products
- Conduct peer quality checks to minimise errors and maintain compliance standards
- Keep up to date with industry developments, regulatory changes and best practices
Experience & Skills Required for the Account Handler
- Strong knowledge of Commercial insurance products
- Good understanding of underwriting principles and industry regulations
- Proven experience using Acturis insurance software (or smila)
- Proficiency in Microsoft Office Suite
- Excellent communication and interpersonal skills
- Strong attention to detail and organisational ability
- Ability to work collaboratively with colleagues and stakeholders
- Professional, ethical and compliance-focused approach
What’s on Offer to the Account Handler
- A supportive and collaborative working environment
- Exposure to a varied Commercial client portfolio
- Ongoing training and professional development
- A role offering stability, responsibility and career progression
This position is ideal for a Commercial Account Handler seeking to develop their career within a respected brokerage environment that values quality, accuracy and client service.
Commercial Insurance Account Handler employer: Equation Recruitment
Contact Detail:
Equation Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Commercial Insurance Account Handler
✨Tip Number 1
Network like a pro! Get out there and connect with people in the insurance industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their values and how they operate. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how it aligns with the role of a Commercial Account Handler. Highlight your technical knowledge and client service skills to make a lasting impression.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Commercial Insurance Account Handler
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in commercial insurance. We want to see how your skills match the job description, so don’t be shy about showcasing your technical knowledge and client service experience!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how you can contribute to our team. We love seeing genuine enthusiasm for the industry and the position.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your application reflects your excellent communication skills. Whether it’s through your writing style or how you present your experiences, let us see your ability to connect with clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Equation Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of Commercial insurance products and regulations. Be ready to discuss specific policies and how they apply to different client scenarios. This will show that you’re not just familiar with the basics, but that you truly understand the intricacies of the industry.
✨Showcase Your Communication Skills
As a Commercial Account Handler, communication is key. Prepare examples of how you've effectively managed client relationships in the past. Think about times when you’ve had to explain complex insurance terms to clients or negotiate with underwriters – these stories will highlight your skills.
✨Demonstrate Attention to Detail
In this role, accuracy is crucial. Bring along examples of your work that showcase your attention to detail, such as policy documentation or reports you've prepared. You might even want to mention any systems you’ve used, like Acturis, to manage client files accurately.
✨Be Ready to Discuss Compliance
Since compliance is a big part of the job, be prepared to talk about how you ensure that all policies meet industry regulations. Share any experiences where you’ve had to conduct quality checks or stay updated on regulatory changes, as this will demonstrate your commitment to maintaining high standards.