Commercial Account Handler

OPRA GROUP; South Ockendon; On-site; GBP 30,000 - 45,000; Full time

Job summary

A family-owned brokerage in South Ockendon seeks a Commercial Account Handler to service clients and ensure compliance with FCA regulations. Responsibilities include managing a book of commercial insurance business, supporting revenue growth, and liaising with insurers. Candidates should possess a strong knowledge of commercial insurance products, exceptional communication skills, and the ability to manage multiple client accounts. The company offers a supportive culture with career progression opportunities.

Benefits

Family Run Business

Company Pension

Sick Leave Policy

Career progression and training support

Good work-life balance

Qualifications

• Strong knowledge of commercial insurance products (property, liability, motor fleet, etc.).
• Excellent communication and relationship-building skills.
• Attention to detail and ability to manage multiple client accounts.

Responsibilities

• Manage and develop an existing book of commercial insurance business.
• Ensure FCA compliance and deliver high-quality client service.
• Support Account Executives in revenue generation and retention.
• Handle new business, renewals, mid-term adjustments, claims, and queries.

Skills

Knowledge of commercial insurance products

Excellent communication skills

Attention to detail

Proficiency in insurance systems

Relationship-building skills

Job description

A Commercial Account Handler is the backbone of a broker’s commercial team, responsible for servicing clients, ensuring compliance, liaising with insurers, and supporting revenue growth.

Benefits

• Family Run Business
• Company Pension
• Sick Leave Policy as industry standard
• The company encourages career progression, ongoing support and training
• Good work-life balance
• The company is a long-established business with a culture that values teamwork and good client relationships

Overall Objective as Commercial Account Handler

• Manage and develop an existing book of commercial insurance business.
• Ensure FCA compliance and deliver high-quality client service.
• Support Account Executives in revenue generation and retention.

Key Responsibilities

• Client Service & Administration
• Handle new business, renewals, mid-term adjustments, claims, and queries.
• Issue cover notes, arrange premium financing, and ensure accurate documentation.
• Insurer Liaison
• Market renewals, obtain quotations, and negotiate terms with insurers.
• Ensure timely communication with insurers and clients.
• Compliance
• Follow FCA regulations and company procedures.
• Use checklists and compliance manuals to demonstrate adherence.
• Business Development
• Identify cross-selling opportunities and gaps in cover.
• Attend pre-renewal strategy meetings and contribute to client retention plans.

Skills & Competencies

• Strong knowledge of commercial insurance products (property, liability, motor fleet, etc.).
• Excellent communication and relationship-building skills.
• Attention to detail and ability to manage multiple client accounts.
• Proficiency in insurance systems and documentation processes.
• Ability to drive

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