At a Glance
- Tasks: Manage a portfolio of commercial insurance clients and provide excellent service.
- Company: Established and supportive team based in Winchester.
- Benefits: 25 days holiday, pension scheme, and flexible working arrangements.
- Other info: Collaborative office environment with opportunities for professional growth.
- Why this job: Focus on building long-term client relationships without new business pressure.
- Qualifications: Commercial insurance experience and strong communication skills.
The predicted salary is between 39600 - 48400 £ per year.
Were recruiting for an experienced Commercial Account Handler to join an established and supportive team based in Winchester.
This is a great opportunity for someone with commercial insurance experience who enjoys building long-term client relationships and managing an existing portfolio.
The Role Youll be responsible for managing a portfolio of commercial clients.
Importantly, there is no new business target for this role.
The focus is on providing excellent service, managing renewals and mid-term adjustments, and developing strong, long-term relationships with existing clients.
Key Responsibilities Manage an established portfolio of commercial insurance clients.
Handle renewals from initial preparation through to completion.
Manage mid-term adjustments and client queries efficiently.
Prepare and present appropriate insurance solutions to clients.
Build and maintain strong, long-term client relationships.
Ensure client records and documentation are accurate and up to date.
Provide a high standard of customer service and manage complaints appropriately.
Ensure all activity is carried out in line with FCA regulations and industry requirements .
Maintain a strong understanding of Consumer Duty, Treating Customers Fairly (TCF) and relevant FCA requirements.
Keep up to date with market developments, client industries and insurance products.
Work closely with internal teams, including Accounts and Claims.
Contribute to improving processes and supporting the wider team.
About You Commercial insurance experience is essential.
Were looking for someone who has: Experience managing commercial insurance accounts.
Strong knowledge of the insurance market and client requirements.
Excellent communication and relationship-building skills.
Strong organisational and administrative abilities.
Good attention to detail and a high level of accuracy.
A strong understanding of FCA requirements and compliance.
The ability to manage a portfolio independently while working effectively within a team.
A professional, client-focused and proactive approach.
A CII qualification or progress towards the Certificate in Insurance would be advantageous.
Working Arrangements The role is primarily office-based in Winchester , with the flexibility to work one day per week from home .
The four office days can be agreed with the successful candidate.
Ideally, were looking for someone who enjoys working within an office environment and being part of a collaborative team.
Holiday: 25 days per year
Pension: Auto-enrolment pension If you're an experienced Commercial Account Handler looking for a role focused on client relationships and account management, without the pressure of a new business target, we'd love to hear from you.
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