Commercial Account Handler

Commercial Account Handler - Amersham

Working Pattern: Full Time | Onsite / Hybrid
High Basic Salary + Bonus + Company Benefits
The Role:
The Account Handler plays an important role in delivering high quality broking services through the effective handling of renewals, mid-term adjustments, documentation, and client queries. This position supports smooth client servicing, strong retention, and full regulatory compliance.
This role is a natural progression from Assistant Account Handler towards Senior Account Handler, offering increased responsibility and technical development, alongside greater engagement with both clients and insurers.

Key Responsibilities:
Client Servicing & Support

* Support client relationship management alongside the Account Executive, responding promptly to client queries throughout the policy lifecycle.

* Build strong relationships with clients and understand their insurance requirements.

* Escalate risks and issues where appropriate.

* Provide pre-renewal information and maintain oversight of new business and renewals.

* Prepare and process documentation accurately with strong attention to detail.

Broking

* Handle new business, renewals, endorsements, and cancellations in line with agreed timelines.

* Manage workload effectively, especially during complex renewals.

* Identify cross-selling and up-selling opportunities within client portfolios.

* Produce high quality client reports that meet regulatory standards.

* Maintain accurate client records in line with compliance requirements.

Insurer Liaison

* Prepare detailed broking presentations reflecting the client’s risk profile.

* Engage with insurers to secure the best terms in line with placement strategy.

* Build and maintain strong insurer relationships.

* Keep up to date with market conditions and insurer appetite.

Candidate Profile:
Essential

* Experience in insurance account handling within a commercial environment

* Strong organisational and administrative skills

* Excellent attention to detail and client focus

* Ability to manage multiple priorities

* Working knowledge of FCA requirements and insurance processes

Desirable

* Progress towards or completion of Cert CII / Dip CII

* Experience using broking systems such as Acturis or similar

* Exposure to multiple insurance classes

* Awareness of Consumer Duty and regulatory developments

* Experience identifying cross-selling opportunities