Job Description
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
Contact Details:
Stride Resource Management Recruitment Team
