Commercial Account Handler

An exciting opportunity has arisen for a Commercial Account Handler to join a growing and highly successful commercial insurance team based in London.

Supporting a team of experienced Commercial Account Managers and Account Executives, you'll play a vital role in delivering exceptional client service, ensuring the smooth day-to-day administration of commercial insurance portfolios and helping to drive both client retention and new business growth.

This is a varied role offering exposure to the full insurance lifecycle, including renewals, new business, mid-term adjustments and policy administration.

You'll work closely with clients, insurers and colleagues, providing first-class support while developing your technical knowledge and progressing your insurance career.

This opportunity would suit an experienced Commercial Account Handler or Insurance Administrator looking to join a collaborative team with genuine long-term career development opportunities.

Key Responsibilities

• Account Management Support
• Provide day-to-day support to Commercial Account Managers and Account Executives.
• Assist with the administration and servicing of commercial insurance portfolios.
• Prepare client documentation, renewal packs, quotations and policy schedules.
• Process mid-term adjustments, renewals and policy amendments accurately and efficiently.
• Liaise with insurers to obtain quotations, policy documentation and underwriting information.
• Ensure all client records are maintained accurately within Acturis.
• Client Service
• Build positive relationships with clients, insurers and internal stakeholders.
• Respond promptly to client enquiries and policy queries.
• Deliver a professional and efficient service throughout the client journey.
• Assist with policy renewals and ensure all documentation is issued within agreed timescales.
• Support client retention by delivering a consistently high standard of service.
• New Business Support
• Assist with new business enquiries from initial enquiry through to policy placement.
• Prepare market presentations and obtain quotations from insurers.
• Work alongside Account Managers and Account Executives to deliver competitive insurance solutions.
• Follow up outstanding quotations and support new business conversion.
• Help identify opportunities to cross-sell additional insurance products and services.
• Assist with prospect research and pipeline administration to support business development activity.
• Administration & Operations
• Maintain accurate client files and policy documentation.
• Process insurer correspondence and client documentation efficiently.
• Monitor outstanding actions to ensure service levels are maintained.
• Support diary management and renewal planning where required.
• Ensure all administrative tasks are completed accurately and within service standards.
• Assist with ad hoc projects and operational improvements.
• Compliance & Quality
• Ensure all work complies with FCA regulations, Consumer Duty and company procedures.
• Maintain accurate records and documentation.
• Follow internal compliance and quality assurance processes.
• Support positive customer outcomes through accurate and compliant administration.

Skills & Experience

Essential

• Previous experience within Commercial Insurance Account Handling or Insurance Administration.
• Good understanding of commercial insurance products.
• Experience supporting renewals, new business or policy administration.
• Strong organisational and administrative skills.
• Excellent communication and customer service skills.
• High attention to detail.
• Ability to prioritise workloads effectively.
• Experience using Acturis or similar insurance broking systems.

Desirable

• Experience working within an insurance broker.
• Exposure to SME or Mid-Corporate commercial insurance.
• Cert CII qualified or working towards professional qualifications.
• Experience supporting Account Executives or Account Managers.
• Personal Attributes
• Organised and proactive.
• Client-focused with excellent attention to detail.
• Strong team player who enjoys supporting colleagues.
• Positive and professional approach.
• Excellent communication and relationship-building skills.
• Eager to learn and develop technical insurance knowledge.
• Able to work effectively within a fast-paced environment.
• What's on Offer

Joining this business means becoming part of a supportive and collaborative commercial insurance team where you'll be encouraged to develop your skills and build a long-term career.

Benefits include

• Salary up to £35,000 depending on experience
• Hybrid working
• Annual discretionary bonus
• Private Medical Insurance (PMI)
• Commission incentive scheme
• Company pension
• Life Assurance
• 25 days' annual leave plus bank holidays
• Support towards CII qualifications and ongoing professional development
• Genuine opportunities for career progression into Commercial Account Management or Account Executive roles
• Modern London office with excellent transport links
• A collaborative and friendly working environment

This role offers an excellent opportunity to join a growing commercial team where you'll gain exposure to a wide variety of commercial risks, work alongside experienced insurance professionals and play an important part in supporting both existing clients and the development of new business opportunities.

Apply to the role and speak to Francesca Franklin for further information.