Commercial Account Handler

IDEX Consulting Ltd.; Poole; On-site; GBP 26,000 - 38,000; Full time

Job summary

IDEX Consulting Ltd. is seeking an experienced Commercial Account Handler in Poole to manage a portfolio of commercial clients, handle renewals, mid-term adjustments and new business support with a high standard of client service.

You will work closely with Account Executives, maintain robust insurer relationships and ensure documentation, schedules and records are accurate and compliant. CII progress is advantageous, and the role offers a structured path within a growing brokerage.

Qualifications

• Knowledge of commercial insurance products, policy wordings and renewal processes.
• Experience renewing policies, handling mid-term adjustments and general policy administration.
• Strong communication with clients, insurers and colleagues, with attention to detail.

Responsibilities

• Account Management: manage day-to-day servicing for a portfolio of commercial clients with a professional, responsive approach.
• Renewals: coordinate renewal processes, obtain insurer terms and prepare renewal documentation.
• Mid-Term Adjustments: process policy amendments and liaise with insurers for appropriate terms.
• New Business Support: assist with quotations, market presentations and policy documents.
• Client Relationships: act as primary contact for client enquiries and maintain strong relationships.
• Insurer Liaison: maintain relationships with insurers and underwriters to obtain quotes and negotiate terms.
• Policy Administration: ensure documentation, schedules and records are up to date and issued on time.
• Claims Support: liaise with clients, insurers and claims teams for queries and smooth experience.
• Compliance: keep client records accurate and ensure regulatory requirements are met.
• Team Collaboration: work with Account Executives and colleagues to deliver joined-up service and client retention.

Skills

Commercial insurance knowledge

Client communication

Organisational skills

Regulatory/compliance awareness

Education

Cert CII or progress towards qualification

Job description

Are you an experienced Commercial Account Handler looking to take the next step in your insurance career with an established and growing insurance brokerage?

We are looking for a knowledgeable, organised and client-focused Commercial Account Handler to join our team, supporting a diverse portfolio of commercial clients and delivering a consistently high standard of service.

This is an excellent opportunity for an experienced professional who enjoys the technical side of commercial insurance, building strong client relationships and working collaboratively with Account Executives to ensure clients receive the right cover and support for their business needs.

You will play a key role in the day-to-day management of commercial insurance accounts, overseeing renewals, mid-term adjustments, new business administration and client enquiries while ensuring all activity is completed accurately, efficiently and within agreed timescales.

The Role

Working closely with Account Executives and the wider broking team, you will be responsible for the effective servicing and administration of a varied commercial insurance portfolio. Your responsibilities will include:

• Account Management: Managing the day-to-day servicing requirements of a portfolio of commercial insurance clients, ensuring a professional and responsive service.

• Renewals: Coordinating and administering the renewal process, obtaining terms from insurers, preparing renewal documentation and ensuring deadlines are met.

• Mid-Term Adjustments: Processing policy amendments, reviewing changes in clients' circumstances and liaising with insurers to secure appropriate terms.

• New Business Support: Assisting with new business quotations, market presentations and policy documentation to support account growth.

• Client Relationships: Acting as a key point of contact for client enquiries, providing timely responses and building strong, lasting relationships.

• Insurer Liaison: Maintaining effective relationships with insurers and underwriters to obtain quotations, negotiate terms and resolve queries.

• Policy Administration: Ensuring documentation, schedules and records are accurate, up to date and issued within agreed timescales.

• Claims Support: Liaising with clients, insurers and claims teams to assist with claims-related queries and help ensure a smooth client experience.

• Compliance: Maintaining accurate client records and ensuring all work is completed in line with regulatory requirements and internal procedures.

• Team Collaboration: Working closely with Account Executives and colleagues to deliver a joined-up service and support the successful retention and development of client accounts.

About You

We are looking for an experienced Commercial Account Handler who understands the demands of a busy broking environment and takes pride in delivering an excellent standard of service. You will ideally have:

• Previous experience working as a Commercial Account Handler within an insurance brokerage.
• A strong understanding of commercial insurance products, policy wordings and the renewal process.
• Experience managing renewals, mid-term adjustments, quotations and general policy administration.
• The ability to communicate confidently and professionally with clients, insurers and colleagues.
• Excellent organisational skills, with the ability to manage competing priorities and meet deadlines.
• Strong attention to detail and a methodical approach to documentation and compliance.
• A proactive, solutions-focused attitude and a genuine commitment to client service.
• The ability to work independently while contributing positively to a collaborative team environment.

Cert CII or progress towards a relevant professional qualification would be advantageous, although practical experience and technical knowledge are equally important.

Why Join Us?

You will be joining an established insurance business that values expertise, client relationships and the contribution of its people.

With access to experienced colleagues, insurer relationships and a broad range of commercial insurance expertise, you will have the opportunity to develop your technical knowledge and build a long-term career within the commercial insurance market.

We offer a supportive working environment where your experience is valued, your contribution makes a difference and there are opportunities to develop as your career progresses.

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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.