At a Glance
- Tasks: Manage a £2.5m GWP book and support Account Executives with client servicing.
- Company: Join a dynamic, independent insurance broker with a strong reputation.
- Benefits: Enjoy opportunities for professional growth and ongoing training towards qualifications.
- Why this job: Gain hands-on experience in a collaborative team while working with Mid-Market and Corporate clients.
- Qualifications: At least 2 years’ experience in PI and commercial insurance is required.
- Other info: Engage in CPD and attend insurer/client meetings for networking.
The predicted salary is between 36000 - 60000 £ per year.
PURPOSE OF ROLE
We’re working with a dynamic, independent insurance broker to find an experienced Commercial Account Handler. You’ll support an established Account Executive in managing a £2.5m GWP book covering PI-led, General Commercial, and Financial Institutions business. This is a hands-on role suited to someone with at least 2 years’ PI and commercial insurance experience who’s looking to step up and gain wider exposure to Mid-Market and Corporate clients.
RESPONSIBILITIES
- Manage day-to-day servicing of an established commercial book
- Liaise with clients and insurers to negotiate and secure renewals
- Handle MTAs, quotes, and general queries professionally and promptly
- Support Account Executives and Directors with all client servicing activities
- Ensure FCA compliance and accuracy in documentation and advice
- Produce risk presentations and fact finds from scratch for renewals and new business
- Keep Acturis records up to date and maintain full audit trail
DAY-TO-DAY
- Work collaboratively within a 7-person commercial team
- Attend insurer/client meetings and occasional hospitality events
- Use Acturis and Microsoft Office daily for policy management and reporting
- Provide outstanding client service with attention to detail and clear communication
- Engage in ongoing CPD, including support towards Cert CII and further qualifications
EXPERIENCE
- Minimum 2 years’ experience in Professional Indemnity and general commercial insurance
- Familiarity with policies ranging from £2,000 to £500,000 GWP
- Sound understanding of commercial product lines and insurer placement
- Experience using Acturis (intermediate level or above)
- Exposure to Financial Institutions insurance is a bonus – training provide
SKILLS
- Strong client service, negotiation, and broking skills
- Highly organised with excellent attention to detail
- Able to manage competing deadlines and work under pressure
- Excellent verbal and written communication
- Able to independently create risk presentations and fact finds
- Ethical, accountable, and team-oriented with a drive for professional growth
If you have the relevant experience or know someone that does please contact me now on 07458 162 848 or email us at
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Commercial Account Handler employer: Lawes Insurance Recruitment
Contact Detail:
Lawes Insurance Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Commercial Account Handler
✨Tip Number 1
Familiarise yourself with the specific types of insurance policies mentioned in the job description, especially Professional Indemnity and General Commercial. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your expertise.
✨Tip Number 2
Network with professionals in the insurance industry, particularly those who work with commercial accounts. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role and company culture.
✨Tip Number 3
Brush up on your negotiation skills, as this role involves liaising with clients and insurers. Consider role-playing scenarios with a friend or mentor to practice your approach and build confidence in securing renewals and handling queries.
✨Tip Number 4
Gain familiarity with Acturis if you haven't already. Since it's a key tool for managing policies and documentation, being comfortable with it will not only boost your confidence but also show your commitment to the role when you apply.
We think you need these skills to ace Commercial Account Handler
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Professional Indemnity and general commercial insurance. Include specific examples of how you've managed client accounts and handled renewals, as this role requires at least 2 years of relevant experience.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your familiarity with Acturis and your ability to produce risk presentations and fact finds, as these are key responsibilities of the position.
Showcase Your Skills: Emphasise your strong client service, negotiation, and broking skills in your application. Provide examples of how you've successfully managed competing deadlines and maintained attention to detail in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. Clear communication is essential for this role, so ensure your application reflects that.
How to prepare for a job interview at Lawes Insurance Recruitment
✨Showcase Your Experience
Make sure to highlight your 2+ years of experience in Professional Indemnity and commercial insurance. Be prepared to discuss specific cases where you've successfully managed accounts or negotiated renewals.
✨Demonstrate Client Service Skills
Since this role requires strong client service skills, think of examples where you've gone above and beyond for clients. Share stories that illustrate your attention to detail and ability to handle queries promptly.
✨Familiarise Yourself with Acturis
As the role involves using Acturis, brush up on your knowledge of the platform. Be ready to discuss how you've used it in previous roles, and if possible, prepare to demonstrate your intermediate skills during the interview.
✨Prepare for Technical Questions
Expect questions about commercial product lines and insurer placement. Review key concepts and be ready to explain how you would approach creating risk presentations and fact finds for renewals and new business.