Commercial Account Handler

Lawes Insurance Recruitment; Lancashire; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading insurance recruitment firm is seeking a skilled Commercial Account Handler to support a portfolio of commercial clients. The ideal candidate will manage client relationships, handle policy changes, and provide expert advice, ensuring excellent service and compliance with industry standards. Candidates should possess strong communication skills and a solid understanding of commercial insurance products.

Qualifications

• Proven experience in commercial account handling within an insurance brokerage.
• Strong knowledge of commercial insurance products and underwriting processes.
• Relevant certifications like CLCS or CISR are a plus.

Responsibilities

• Develop and manage relationships with commercial clients.
• Handle day-to-day servicing, including policy issuance and renewals.
• Collaborate with account executives to prepare client proposals.

Skills

Communication

Interpersonal Skills

Detail-Oriented

Organisational Skills

Time Management

Education

5 GCSE, Grades A-C including English and Maths

Tools

Agency management software

Microsoft Office suite

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

If you have the relevant experience or know someone that does please contact us now on 07458 162853or email us at [e-mail]

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