Commercial Account Handler

Commercial Account Handler

Liverpool Full-Time 28800 - 43200 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage and service a portfolio of commercial insurance clients with excellent communication.
  • Company: Join a supportive team at IDEX Consulting, known for its collaborative culture.
  • Benefits: Enjoy flexible working arrangements and a competitive salary with career development opportunities.
  • Why this job: This role offers growth, client relationship building, and a family-like work environment.
  • Qualifications: Previous experience in commercial insurance and strong communication skills are essential.
  • Other info: IDEX is committed to diversity, equity, and inclusion in the workplace.

The predicted salary is between 28800 - 43200 Β£ per year.

We\’re looking for a driven and experienced Commercial Account Handler to join our well-established team in Liverpool. If you\’re passionate about delivering excellent service, enjoy working in a supportive and close-knit environment, and are ready to take your career to the next level, this could be the perfect role for you.

About the Role:

As a Commercial Account Handler, you\’ll play a key role in managing and servicing a portfolio of commercial insurance clients. You\’ll be the main point of contact for clients, providing professional advice and ensuring their insurance needs are met accurately and efficiently.

Your responsibilities will include:

  • Managing the day-to-day servicing of commercial insurance clients across a range of industries
  • Preparing new business quotations and renewal terms
  • Handling mid-term adjustments, policy queries, and claims support
  • Liaising with insurers and underwriters to negotiate competitive terms
  • Ensuring all documentation is accurate and compliant with industry standards
  • Building long-lasting relationships with clients through excellent communication and service delivery
  • Supporting Account Executives with client management and retention

What We\’re Looking For:

  • Previous experience in a commercial insurance broking or account handling role (essential)
  • Strong knowledge of a broad range of commercial insurance products (e.g. property, liability, motor, business interruption, etc.)
  • Excellent attention to detail and organisational skills
  • A proactive approach with the ability to priorities a busy workload
  • Strong communication and relationship-building skills
  • Cert CII or working towards (desirable)

What We Offer:

  • A supportive, collaborative working culture with a \”family-feel\”
  • Flexible working arrangements to promote work-life balance
  • Opportunities for career development and progression
  • Competitive salary and benefits package

If you\’re ready to join a team that values professionalism, growth, and genuine client relationships, we\’d love to hear from you.

Apply now and take the next step in your career!

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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Commercial Account Handler employer: IDEX Consulting

At IDEX Consulting, we pride ourselves on being an excellent employer, offering a supportive and collaborative work culture that feels like family. Located in Liverpool, our team enjoys flexible working arrangements that promote a healthy work-life balance, alongside ample opportunities for career development and progression. Join us to be part of a company that values professionalism, growth, and genuine client relationships, all while fostering an inclusive environment where everyone can thrive.
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Contact Detail:

IDEX Consulting Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Commercial Account Handler

✨Tip Number 1

Familiarise yourself with the specific commercial insurance products mentioned in the job description, such as property and liability insurance. This knowledge will not only help you during interviews but also demonstrate your commitment to understanding the role.

✨Tip Number 2

Network with professionals in the commercial insurance sector, especially those who work in Liverpool. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into the company culture.

✨Tip Number 3

Prepare to discuss your previous experience in account handling or broking during the interview. Be ready to share specific examples of how you've successfully managed client relationships and handled complex insurance queries.

✨Tip Number 4

Showcase your proactive approach by thinking of ways you can contribute to the team’s success. Consider how you might improve client communication or streamline processes, and be prepared to share these ideas during your interview.

We think you need these skills to ace Commercial Account Handler

Commercial Insurance Knowledge
Client Relationship Management
Attention to Detail
Organisational Skills
Communication Skills
Negotiation Skills
Problem-Solving Skills
Time Management
Proactive Approach
Policy Documentation Compliance
Mid-Term Adjustment Handling
Claims Support
Quotations Preparation
Team Collaboration
Cert CII (or working towards)

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights your previous experience in commercial insurance broking or account handling. Emphasise your knowledge of various commercial insurance products and any relevant qualifications, such as Cert CII.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for delivering excellent service and your ability to build long-lasting client relationships. Mention specific examples from your past roles that demonstrate your skills and proactive approach.

Highlight Relevant Skills: In your application, focus on your attention to detail, organisational skills, and strong communication abilities. These are key traits the company is looking for, so make sure to provide examples of how you've used these skills in your previous roles.

Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This can help keep you on their radar and show your enthusiasm for the role.

How to prepare for a job interview at IDEX Consulting

✨Know Your Insurance Products

Make sure you have a solid understanding of the various commercial insurance products mentioned in the job description, such as property, liability, and business interruption. Being able to discuss these confidently will show your expertise and readiness for the role.

✨Demonstrate Relationship-Building Skills

Prepare examples of how you've successfully built and maintained client relationships in previous roles. This is crucial for a Commercial Account Handler, so showcasing your communication skills and ability to connect with clients will set you apart.

✨Showcase Your Organisational Skills

Be ready to discuss how you manage your workload and prioritise tasks, especially when handling multiple clients. Providing specific examples of how you've kept everything organised in a busy environment will highlight your attention to detail.

✨Ask Insightful Questions

Prepare thoughtful questions about the company culture, team dynamics, and opportunities for career development. This not only shows your interest in the role but also helps you assess if the company aligns with your career goals.

Commercial Account Handler
IDEX Consulting
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  • Commercial Account Handler

    Liverpool
    Full-Time
    28800 - 43200 Β£ / year (est.)

    Application deadline: 2027-08-13

  • I

    IDEX Consulting

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