Commercial Insurance Account Handler

Join an Award winning and well-established family-run insurance brokerage where relationships, expertise, and exceptional service are at the heart of everything they do.

They are looking for a motivated and detail-driven Commercial Insurance Account Handler to become a key part of their growing team. In this role, you ll work closely with a portfolio of valued commercial clients, providing professional support across policy administration, renewals, and day-to-day account management. This is a fantastic opportunity to build your career within a supportive business that combines strong market presence with the friendly, collaborative culture that only a family-run company can offer.

Salary, Benefits & Hours

• £35,000 to £45,000
• Annual OTE
• Monday to Friday 8.30am to 5.30pm
• Parking Onsite
• 28 days holiday
• Pension
• Learning & Development Support

Computer & keyboard skills

• Navigation of standard office PC Systems
• Essential working knowledge of Microsoft Word and Excel
• Working knowledge of industry systems. Use of Open GI(MISYS) would be beneficial
• Accurate data entry and documentation of customer information inline with regulations and GDPR

Skills & Attributes

• Understanding of commercial insurance policies (property, liability, motor fleet, professional indemnity, etc.)
• Knowledge of underwriting terms, policy wording, and coverage limits
• Ability to process mid-term adjustments, renewals, and claims queries
• Investigation skills to resolve policy issues and coverage gaps
• Clear communication with clients, brokers, and insurers; thinking pro-actively about risk and protection for the client
• Ability to explain complex policy details in simple terms
• Professional email and phone etiquette
• Strong listening skills to understand client needs
• Keeping track of deadlines (renewals, endorsements, documentation)
• Professional and trustworthy
• Team Player but able to work independently.