Commercial Account Handler

IDEX Consulting; Birmingham; On-site; GBP 30,000 - 45,000; Full time

Job summary

A reputable insurance broker in Birmingham is looking for a Commercial Account Handler to provide day-to-day servicing for a commercial insurance portfolio. Candidates should have experience in a broker environment and solid technical knowledge of commercial products. The role prioritizes client relationships without the pressure of new business targets, offering a competitive salary and long-term career development opportunities in a supportive team culture.

Benefits

Competitive salary

Supportive culture

Long-term stability

Qualifications

• Experience as a Commercial Account Handler or Client Advisor within a broker environment.
• Solid technical knowledge of commercial insurance products.
• Good communication skills and client relationship management.

Responsibilities

• Provide day-to-day servicing across a commercial insurance portfolio.
• Handle mid-term adjustments, renewals, and policy documentation.
• Liaise with insurers to obtain terms and negotiate premiums.

Skills

Attention to detail

Organisational skills

Service-led mindset

Confident communicator

Education

Cert CII or equivalent

Tools

Acturis

Job description

We're recruiting for a Commercial Account Handler to join a well-established insurance broker based in Birmingham. This is a great opportunity for an experienced handler who enjoys delivering high-quality service, supporting Account Executives, and building strong client relationships within a collaborative brokerage environment.

The Role

• Providing day-to-day servicing across a commercial insurance portfolio
• Handling mid-term adjustments, renewals, and policy documentation
• Liaising with insurers to obtain terms, negotiate premiums, and place cover
• Supporting Account Executives with renewals, presentations and client queries
• Ensuring all work is FCA-compliant and completed to a high standard
• Building strong working relationships with clients and insurers

What We're Looking For

• Experience as a Commercial Account Handler / Client Advisor within a broker environment
• Solid technical knowledge of commercial insurance products
• Strong attention to detail and organisational skills
• Confident communicator with a service-led mindset
• Acturis experience beneficial but not essential
• Cert CII / working towards professional qualifications desirable

What's on Offer

• Competitive salary and benefits package
• Supportive, team-focused brokerage culture
• Opportunity to work with experienced Account Executives and insurers
• Long-term stability and career development

This role would suit a Commercial Account Handler who takes pride in delivering excellent service and supporting client retention, without the pressure of new business targets.