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