We are working with a well established, independent insurance brokerage in the West Midlands who are looking to appoint an experienced Commercial Account Handler to join their growing team.
This is a fantastic opportunity for someone with a background in commercial / B2B insurance who enjoys managing existing client relationships and delivering high levels of service, rather than focusing on new business generation.
Your role will involve:
You will be responsible for managing a portfolio of commercial clients, acting as a key point of contact for all servicing needs. The role is primarily focused on retention, renewals, and client support, ensuring clients receive tailored and cost-effective insurance solutions.
Key responsibilities include:
* Managing renewals from start to finish, including re-broking where appropriate
* Handling mid-term adjustments, queries, and general policy administration
* Liaising with insurers to secure the best outcomes for clients
* Maintaining accurate records and ensuring all documentation is compliant
* Supporting clients with premium finance arrangements
* Identifying cross-selling opportunities where suitable
* Delivering a high standard of customer service at all times
* Ensuring all work complies with FCA regulations and internal procedures
What we need you to have:
* Minimum 2+ years’ experience in commercial insurance (essential)
* Strong understanding of B2B insurance products and processes
* Excellent communication and relationship building skills
* High attention to detail and strong organisational ability
* Comfortable managing workloads and prioritising tasks
* A proactive and professional approach to client service
Desirable:
* Experience using Acturis
* Progress towards (or willingness to study for) Cert CII
What’s on Offer:
* Hybrid working model
* Supportive and collaborative team environment
* Opportunity to develop and progress within a stable brokerage
* Ongoing training and professional development support
Client is ready to interview - apply now for immediate consideration
Salary description
£27000.00 - £35000.00 per year