Job Title: Commercial Account Handler

Salary: £35,000 - £40,000

Location: Leicestershire (Hybrid Working)

PURPOSE OF ROLE

An exciting opportunity has arisen for an experienced Commercial Account Handler to join a growing and highly respected insurance brokerage. Working within a collaborative Commercial Broking team, you'll be responsible for delivering an exceptional service to a varied portfolio of commercial clients while supporting Account Executives across all aspects of policy administration and client servicing.

This role offers exposure to a broad range of commercial risks and provides excellent opportunities to further develop your technical knowledge within a fast-paced and supportive environment.

RESPONSIBILITIES

• Manage renewals, mid-term adjustments, policy amendments and general policy administration.
• Provide a high level of service to commercial clients, ensuring work is completed accurately and within agreed timescales.
• Liaise with insurers to obtain quotations, negotiate terms and arrange policy documentation.
• Support Account Executives with the day-to-day management of commercial client portfolios.
• Ensure all work is compliant with FCA regulations and Consumer Duty requirements.
• Build and maintain strong relationships with clients, insurers and internal stakeholders.
• Identify opportunities to improve processes and contribute to continuous improvement across the team.

DAY-TO-DAY

• Handle incoming client queries by telephone and email.
• Process renewals, new business, MTAs and policy documentation.
• Obtain quotations from insurers and present suitable solutions.
• Maintain accurate client records using the broking system.
• Work collaboratively with colleagues to ensure seamless client service.
• Prioritise workloads effectively within a busy commercial environment.
• Support the retention and growth of existing client accounts.

EXPERIENCE

• Previous experience working as a Commercial Account Handler or within a similar commercial broking role.
• Good knowledge of commercial insurance products and policy administration.
• Experience dealing with renewals, MTAs and day-to-day servicing of commercial clients.
• Experience using Acturis or another insurance broking system would be advantageous.
• Working towards Cert CII (or willingness to study) is desirable.

SKILLS

• Excellent communication and relationship-building skills.
• Strong organisational skills with exceptional attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Proactive, customer-focused approach.
• Strong problem-solving skills and willingness to take ownership of your workload.
• A team player with a positive attitude and a desire to continue developing your technical knowledge.

If you have the relevant experience or know someone who does, please contact Joe Cappalonga on 07458 162842 or email joe@lawesgroup.co.uk.