Commercial Account Handler
2 months ago
South Ockendon
A Commercial Account Handler is the backbone of a broker’s commercial team, responsible for servicing clients, ensuring compliance, liaising with insurers, and supporting revenue growth. Benefits • Family Run Business, • Company Pension, • Sick Leave Policy as industry standard, • The company encourages career progression, ongoing support and training, • Good work-life balance, • The company is a long-established business with a culture that values teamwork and good client relationships Overall Objective as Commercial Account Handler • Manage and develop an existing book of commercial insurance business., • Ensure FCA compliance and deliver high-quality client service., • Support Account Executives in revenue generation and retention. Key Responsibilities • Client Service & Administration, • Handle new business, renewals, mid-term adjustments, claims, and queries., • Issue cover notes, arrange premium financing, and ensure accurate documentation., • Insurer Liaison, • Market renewals, obtain quotations, and negotiate terms with insurers., • Ensure timely communication with insurers and clients., • Compliance, • Follow FCA regulations and company procedures., • Use checklists and compliance manuals to demonstrate adherence., • Business Development, • Identify cross-selling opportunities and gaps in cover., • Attend pre-renewal strategy meetings and contribute to client retention plans. Skills & Competencies • Strong knowledge of commercial insurance products (property, liability, motor fleet, etc.)., • Excellent communication and relationship-building skills., • Attention to detail and ability to manage multiple client accounts., • Proficiency in insurance systems and documentation processes., • Ability to drive Is this job for you? Please apply as we are waiting to talk to you