Commercial Account Handler

Lawes Consulting Group; Coventry; On-site; GBP 36,000 - 44,000; Full time

Job summary

Lawes Consulting Group in Coventry is seeking an experienced Senior Account Handler to join its specialist insurance team. You will manage a portfolio of commercial clients, deliver excellent service and handle policy requirements.

You will review policies, renewals and mid-term adjustments, liaise with insurers and underwriters, and identify cross-selling opportunities while ensuring FCA compliance. The role emphasizes relationship building and accuracy, with opportunities for professional

Qualifications

• Experience in Commercial Account Handling in an insurance brokerage.
• Knowledge of commercial insurance products and policy administration.
• Experience handling renewals, new business, mid-term adjustments and client inquiries.
• Understanding FCA regulations and compliance within a broking environment.
• Experience building relationships with clients, insurers and underwriters.
• Familiarity with Acturis or Open GI, alongside Microsoft Office.
• Cert CII or willing to work towards the qualification.

Responsibilities

• Manage day-to-day servicing of commercial insurance clients, including new business, renewals, mid-term adjustments and claims-related queries.
• Build and maintain strong relationships with clients, insurers and underwriters.
• Review existing policies and re-broke business where appropriate to secure suitable and cost-effective cover.
• Provide clear insurance advice and guidance based on clients’ needs and requirements.
• Identify cross-selling opportunities and refer suitable leads to the relevant team members.
• Support Account Executives with client servicing and other account management duties as required.
• Handle client queries and complaints professionally, ensuring they are resolved in line with company procedures.
• Ensure all activities comply with FCA regulations, internal procedures and industry standards.
• Maintain accurate client records and ensure all documentation is completed to a high standard.
• Contribute to team performance and ongoing business development.

Skills

Communication

Relationship-building

Organisational skills

Attention to detail

Problem-solving

Cross-selling

Client liaison

Commercial mindset

Professionalism

Education

CII Certification

Tools

Acturis

Open GI

Microsoft Office

Job description

Job title: Senior Account Handler

Salary: £40,000

Location: Coventry

PURPOSE OF ROLE

An opportunity has arisen for an experienced Senior Account Handler to join an established insurance brokerage, looking after a portfolio of commercial clients within a specialist insurance team. You will play an important role in delivering excellent customer service, managing policy requirements and supporting business growth through client retention and identifying new opportunities. The successful candidate will have a strong understanding of commercial insurance, excellent attention to detail and the ability to build lasting relationships with clients and insurers.

RESPONSIBILITIES

• Manage the day-to-day servicing of commercial insurance clients, including new business, renewals, mid-term adjustments and claims-related queries.
• Build and maintain strong relationships with clients, insurers and underwriters.
• Review existing policies and re-broke business where appropriate to secure suitable and cost-effective cover.
• Provide clear insurance advice and guidance based on clients’ needs and requirements.
• Identify cross-selling opportunities and refer suitable leads to the relevant team members.
• Support Account Executives with client servicing and other account management duties as required.
• Handle client queries and complaints professionally, ensuring they are resolved in line with company procedures.
• Ensure all activities comply with FCA regulations, internal procedures and industry standards.
• Maintain accurate client records and ensure all documentation is completed to a high standard.
• Contribute to team performance and ongoing business development.

DAY-TO-DAY

• Respond to client and insurer enquiries promptly and professionally.
• Obtain and review quotations, negotiate renewal terms and arrange appropriate cover.
• Process policy amendments, renewals and new business documentation.
• Liaise with insurers and underwriters to discuss risks, negotiate terms and resolve queries.
• Review client requirements to ensure cover remains suitable and competitive.
• Identify opportunities to improve client retention and introduce additional products where appropriate.
• Maintain accurate records and ensure all work is completed within agreed deadlines.
• Keep up to date with industry developments, compliance requirements and ongoing professional training.

EXPERIENCE

• Previous experience in a Commercial Account Handler or Senior Account Handler role within an insurance brokerage.
• Good working knowledge of commercial insurance products and policy administration.
• Experience managing renewals, new business, mid-term adjustments and client enquiries.
• Understanding of FCA regulations and compliance within a broking environment.
• Experience building relationships with clients, insurers and underwriters.
• Familiarity with insurance systems such as Acturis or Open GI, alongside Microsoft Office.
• Cert CII qualified or willing to work towards the qualification.

SKILLS

• Excellent communication and relationship-building skills.
• Strong organisational skills and the ability to manage competing priorities.
• High levels of accuracy and attention to detail.
• A proactive approach to customer service and problem-solving.
• Confidence when liaising with clients, insurers and underwriters.
• A commercial mindset with the ability to identify cross-selling and retention opportunities.
• A professional and compliant approach to handling client information.
• A commitment to ongoing learning and professional development.