Commercial Account Handler

IDEX Consulting; Liverpool; On-site; GBP 25,000 - 40,000; Full time

Job summary

A leading company is looking for a driven Commercial Account Handler in Liverpool. This role involves managing a portfolio of commercial insurance clients, ensuring their needs are met, and providing excellent service. Candidates should have experience in insurance broking and a strong knowledge of various products. The company offers a supportive culture, flexible working arrangements, and opportunities for career development.

Benefits

Flexible working arrangements

Opportunities for career development

Competitive salary and benefits package

Qualifications

• Previous experience in a commercial insurance broking or account handling role is essential.
• Strong knowledge of commercial insurance products like property and liability.
• Ability to manage a busy workload proactively.

Responsibilities

• Manage day-to-day servicing of commercial insurance clients across various industries.
• Prepare new business quotations and renewal terms.
• Liaise with insurers and underwriters to negotiate competitive terms.

Skills

Attention to detail

Organizational skills

Communication

Relationship-building

Proactiveness

Education

Cert CII or working towards

Job description

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.

Your responsibilities will include:

• 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

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.