Commercial Account Hander

Lawes Insurance Recruitment; South Yorkshire; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A growing independent insurance brokerage in South Yorkshire is seeking a Commercial Account Handler to manage a portfolio of clients and ensure high-quality service. This role involves handling renewals, adjustments, and new business quotes. The ideal candidate will have experience in the insurance broking industry, strong communication skills, and organizational abilities. Flexible working options are available, making this an excellent opportunity for personal and professional growth.

Benefits

Continued professional development

Friendly, collaborative team environment

Competitive salary and flexible benefits

Flexible working options

Qualifications

• Previous experience working as a Commercial Account Handler within the insurance broking industry.
• Proven track record of servicing a portfolio of SME to mid-corporate clients.
• Experience handling policy renewals and generating new business quotations.

Responsibilities

• Manage and service a portfolio of SME to mid-corporate clients across a variety of commercial lines.
• Handle policy renewals, adjustments, and new quotations in a timely and compliant manner.
• Support Account Executives in developing and securing new business opportunities.

Skills

Cert CII qualified

Strong organisational skills

Great communicator and team player

Job description

Job title: SME/Commercial Account Handler

Location: South Yorkshire

PURPOSE OF ROLE

Lawes Consulting Group is delighted to be partnering with a growing independent insurance brokerage in their search for a Commercial Account Handler. As a Commercial Account Handler, you will be responsible for managing a portfolio of commercial insurance clients, ensuring high levels of service and retention. Working closely with Account Executives and insurers, you will provide expert advice, handle renewals, mid-term adjustments, and new business quotes.

This is a business with a strong reputation for professionalism, integrity, and client care, who have built an enviable brand and a respected name in the Yorkshire broking market over a number of years.

As an employer, they pride themselves on creating a nurturing, supportive environment that enables their people to reach their full potential.

RESPONSIBILITIES

• Manage and service a portfolio of SME to mid-corporate clients across a variety of commercial lines
• Handle policy renewals, adjustments, and new quotations in a timely and compliant manner
• Maintain strong relationships with clients, insurers, and underwriters
• Support Account Executives in developing and securing new business opportunities
• Ensure all documentation is accurate, up-to-date, and compliant with FCA regulations

DAY-TO-DAY

• Gathering necessary information for policy renewals and adjustments
• Liaise with insurers to obtain competitive quotes and ensure policies are placed efficiently
• Maintain accurate records and documentation
• Support business development activities through proactive client engagement and relationship management

SKILLS

• Cert CII qualified would be advantageous
• Strong organisational skills
• Great communicator and team player

EXPERIENCE

• Previous experience working as a Commercial Account Handler within the insurance broking industry
• Proven track record of servicing a portfolio of SME to mid-corporate commercial clients across various lines of business
• Experience handling policy renewals, mid-term adjustments, and generating new business quotations
• Comfortable liaising with insurers and underwriters to negotiate terms and place cover effectively
• Familiarity with FCA compliance requirements and maintaining accurate client documentation
• Experience supporting Account Executives with client management and business development activities is desirable

BENEFITS

• Continued professional development and support with CII qualifications
• Friendly, collaborative team environment
• Competitive salary and flexible benefits
• Flexible working options, including hybrid or remote working

If you have the relevant experience or know someone that does please contact me now on 07527 068032 or email us at [e-mail]