Commercial Account Handler

Lawes Insurance Recruitment; City Of London; On-site; GBP 35,000 - 50,000; Full time

Job summary

An independent insurance broker in London is seeking an experienced Commercial Account Handler to manage a £2.5m GWP book. You'll support an Account Executive and handle various client servicing tasks. The ideal candidate has over 2 years' experience in PI and general commercial insurance, excellent negotiation skills, and familiarity with Acturis. The role includes collaborative work with a 7-person team and offers opportunities for professional growth.

Qualifications

• Minimum 2 years' experience in Professional Indemnity and general commercial insurance.
• Familiarity with policies ranging from £2,000 to £500,000 GWP.
• Sound understanding of commercial product lines and insurer placement.
• Experience using Acturis (intermediate level or above).
• Exposure to Financial Institutions insurance is a bonus.

Responsibilities

• Manage day-to-day servicing of an established commercial book.
• Liaise with clients and insurers to negotiate and secure renewals.
• Handle MTAs, quotes, and general queries professionally and promptly.
• Support Account Executives and Directors with all client servicing activities.
• Ensure FCA compliance and accuracy in documentation and advice.

Skills

Strong client service skills

Negotiation skills

Attention to detail

Excellent communication

Organizational skills

Tools

Acturis

Microsoft Office

Job description

Overview

We're working with a dynamic, independent insurance broker to find an experienced Commercial Account Handler. You'll support an established Account Executive in managing a £2.5m GWP book covering PI-led, General Commercial, and Financial Institutions business. This is a hands-on role suited to someone with at least 2 years' PI and commercial insurance experience who's looking to step up and gain wider exposure to Mid-Market and Corporate clients.

Responsibilities

• Manage day-to-day servicing of an established commercial book
• Liaise with clients and insurers to negotiate and secure renewals
• Handle MTAs, quotes, and general queries professionally and promptly
• Support Account Executives and Directors with all client servicing activities
• Ensure FCA compliance and accuracy in documentation and advice
• Produce risk presentations and fact finds from scratch for renewals and new business
• Keep Acturis records up to date and maintain full audit trail

Day-to-day

• Work collaboratively within a 7-person commercial team
• Attend insurer/client meetings and occasional hospitality events
• Use Acturis and Microsoft Office daily for policy management and reporting
• Provide outstanding client service with attention to detail and clear communication
• Engage in ongoing CPD, including support towards Cert CII and further qualifications

Experience

• Minimum 2 years' experience in Professional Indemnity and general commercial insurance
• Familiarity with policies ranging from £2,000 to £500,000 GWP
• Sound understanding of commercial product lines and insurer placement
• Experience using Acturis (intermediate level or above)
• Exposure to Financial Institutions insurance is a bonus - training provide

Skills

• Strong client service, negotiation, and broking skills
• Highly organised with excellent attention to detail
• Able to manage competing deadlines and work under pressure
• Excellent verbal and written communication
• Able to independently create risk presentations and fact finds
• Ethical, accountable, and team-oriented with a drive for professional growth