Commercial Account Handler

Lawes Insurance Recruitment; Greater Manchester; On-site; GBP 10,000 - 40,000; Full time

Job description

We are seeking a skilled Commercial Account Handler to join our client’s dynamic team. As a Commercial Account Handler, you will be responsible for managing and servicing a portfolio of commercial clients, providing them with exceptional support and guidance. The ideal candidate will be highly organised, detail-oriented, and have a strong understanding of commercial insurance.

Responsibilities

• Develop and maintain strong relationships with commercial clients, understanding their unique insurance needs and providing appropriate solutions
• Handle the day-to-day servicing of client accounts, including policy issuance, endorsements, and renewals
• Collaborate with the account executive to prepare and present client proposals and insurance programs
• Stay up-to-date with industry trends, insurance products, and regulations to provide informed advice to clients
• Assist in the negotiation of terms and conditions with insurance carriers to obtain the best coverage for clients
• Ensure accurate and timely documentation of all client interactions and transactions in the agency management system

Qualifications

• Proven experience in commercial account handling and operations within an insurance brokerage or agency
• Minimum 5 GCSE, Grades A-C including English and Maths.
• Strong knowledge of commercial insurance products, coverages, and underwriting processes
• Excellent communication and interpersonal skills with the ability to build rapport with clients and collaborate effectively within a team
• Detail-oriented with strong organisational and time management abilities
• Proficiency in agency management software and Microsoft Office suite
• Relevant insurance certifications such as Commercial Lines Coverage Specialist (CLCS) or Certified Insurance Service Representative (CISR) are a plus

Day-to-Day

• Communicate with clients to understand their insurance needs and provide expert advice
• Process client requests for policy changes, endorsements, and certificates of insurance
• Collaborate with account executives to prepare comprehensive insurance proposals
• Liaise with insurance carriers to obtain quotes and negotiate terms on behalf of clients
• Maintain accurate and up-to-date client records in the agency management system
• Stay informed about industry trends and regulatory changes to better serve clients