Commercial Account Handler

IDEX Consulting; Liverpool; On-site; GBP 30,000 - 45,000; Full time

Job summary

An established insurance firm in Liverpool seeks a dedicated Commercial Account Handler. The role involves managing client portfolios, providing excellent service, and liaising with insurers to ensure client needs are met. Applicants should have prior experience in commercial insurance and possess strong communication skills. This position offers a supportive work culture and opportunities for career development.

Benefits

Flexible working arrangements

Competitive salary and benefits package

Opportunities for career development

Qualifications

• Previous experience in a commercial insurance broking or account handling role is essential.
• Proactive approach with ability to prioritize a busy workload.

Responsibilities

• Manage the day-to-day servicing of commercial insurance clients.
• Prepare new business quotations and renewal terms.
• Liaise with insurers to negotiate competitive terms.
• Build long-lasting relationships with clients.

Skills

Commercial insurance knowledge

Communication skills

Organizational skills

Attention to detail

Education

Cert CII or working towards

Job description

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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!