Commercial Account Handler in Stratford-upon-Avon

Commercial Account Handler in Stratford-upon-Avon

Stratford-upon-Avon Full-Time 32625 - 39875 £ / year (est.) Home office (partial)
S

At a Glance

  • Tasks: Manage a portfolio of commercial clients and ensure excellent service delivery.
  • Company: Join a growing UK insurance broker with a client-focused approach.
  • Benefits: Competitive salary up to £40,000, hybrid working, and a comprehensive benefits package.
  • Other info: Enjoy a dynamic work environment with opportunities for professional growth.
  • Why this job: Make a real impact by supporting clients and securing the best insurance cover.
  • Qualifications: Experience in commercial broking and strong communication skills are essential.

The predicted salary is between 32625 - 39875 £ per year.

We are looking for an experienced and client-focused Commercial Account Handler to join a growing UK insurance broker.

You will manage the day-to-day servicing of a portfolio of commercial clients, working closely with Account Executives, insurers and underwriters to secure suitable cover, competitive terms and excellent client outcomes.

The role

  • Manage a portfolio of SME, mid-market and/or corporate commercial clients.
  • Handle renewals from initial review through to placement, documentation and invoicing.
  • Process mid-term adjustments, policy changes, new-business enquiries and general client queries.
  • Obtain, negotiate and compare terms from insurer markets.
  • Review client information and insurance requirements to help ensure cover remains suitable.
  • Prepare renewal reports, quotations, policy documentation, certificates, schedules and endorsements.
  • Liaise confidently with clients, insurers, underwriters and Account Executives.
  • Support Account Executives with renewal strategy, client retention and cross-selling opportunities.
  • Assist clients with claims notifications and provide ongoing claims support where required.
  • Maintain accurate records on the broking system and ensure activity is completed within agreed service standards.
  • The Candidate
  • Previous commercial broking or insurance account-handling experience.
  • Sound knowledge of core commercial covers, including Property, Liability, Commercial Combined, Motor Fleet policies.
  • Comfortable managing renewals, MTAs and client servicing work from start to finish.
  • Strong attention to detail, organisation and ability to manage competing deadlines.
  • Confident communicator with the ability to build credibility with clients and insurer partners.
  • Commercially minded, with the ability to spot retention, cross-sell and new-business opportunities.
  • Experience using broker management systems and insurer portals.
  • Cert CII achieved or a willingness to work towards it would be advantageous.
  • The Reward
  • Annual salary to £40,000 based on experience
  • Hybrid working - 3 days in office 2 from home
  • Company Pension
  • Performance related bonus
  • Comprehensive range of benefits
  • #J-18808-Ljbffr

Commercial Account Handler in Stratford-upon-Avon employer: Stride Resource Management Ltd

Stride Resource Management Ltd is an exceptional employer, offering a dynamic work culture that prioritises employee growth and development. With a competitive salary and robust bonus structure, employees benefit from a supportive environment that fosters strong client relationships and networking opportunities in the vibrant setting of South London.

S

Contact Details:

Stride Resource Management Ltd Recruitment Team

We think you need these skills to ace Commercial Account Handler in Stratford-upon-Avon

Client Management
Commercial Broking Experience
Insurance Account Handling
Knowledge of Core Commercial Covers
Renewal Management
Mid-Term Adjustments Processing
Negotiation Skills