Commercial Account Handler

IDEX Consulting; Liverpool; On-site; GBP 30,000 - 40,000; Full time

Job summary

A specialist insurance consultancy in Liverpool is seeking a driven Commercial Account Handler to manage a portfolio of commercial insurance clients. You'll be the main point of contact, ensuring clients' insurance needs are met with professionalism. The ideal candidate will have experience in insurance broking, excellent attention to detail, and strong communication skills. This role offers a competitive salary and opportunities for career progression.

Benefits

Flexible working arrangements

Career development opportunities

Competitive salary and benefits package

Qualifications

• Previous experience in a commercial insurance broking or account handling role.
• Strong knowledge of various commercial insurance products.
• Proactive approach with the ability to prioritize a busy workload.

Responsibilities

• Managing the day-to-day servicing of commercial insurance clients.
• Preparing new business quotations and renewal terms.
• Building long-lasting relationships with clients.

Skills

Commercial insurance expertise

Attention to detail

Organizational skills

Communication skills

Relationship-building

Education

Cert CII or working towards

Job description

Overview

We\'re looking for a driven and experienced Commercial Account Handler to join our well-established team in Liverpool. If you\'re passionate about delivering excellent service, enjoy working in a supportive and close-knit environment, and are ready to take your career to the next level, this could be the perfect role for you.

About the Role

As a Commercial Account Handler, you\'ll play a key role in managing and servicing a portfolio of commercial insurance clients. You\'ll be the main point of contact for clients, providing professional advice and ensuring their insurance needs are met accurately and efficiently.

Responsibilities

• Managing the day-to-day servicing of commercial insurance clients across a range of industries
• Preparing new business quotations and renewal terms
• Handling mid-term adjustments, policy queries, and claims support
• Liaising with insurers and underwriters to negotiate competitive terms
• Ensuring all documentation is accurate and compliant with industry standards
• Building long-lasting relationships with clients through excellent communication and service delivery
• Supporting Account Executives with client management and retention

What We\'re Looking For

• Previous experience in a commercial insurance broking or account handling role (essential)
• Strong knowledge of a broad range of commercial insurance products (e.g. property, liability, motor, business interruption, etc.)
• Excellent attention to detail and organisational skills
• A proactive approach with the ability to priorities a busy workload
• Strong communication and relationship-building skills
• Cert CII or working towards (desirable)

What We Offer

• A supportive, collaborative working culture with a "family-feel"
• Flexible working arrangements to promote work-life balance
• Opportunities for career development and progression
• Competitive salary and benefits package

If you\'re ready to join a team that values professionalism, growth, and genuine client relationships, we\'d love to hear from you.

Apply now and take the next step in your career!

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Our Diversity, Equity and Inclusion Mission

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.