Commercial Account Handler

David Roberts & Partners (Insurance Brokers) Ltd; Stockport; On-site; GBP 30,000 - 52,000; Full time

Benefits offered by this job

25 days holiday + birthday

Company Pension Scheme

Company Social Events

Discretionary annual bonus

Life Cover

Medicash Cash Plan

Income Protection

Cycle to Work Scheme

Job summary

David Roberts and Partners is seeking a Commercial Account Handler in Stockport to support clients and Account Executives across the policy lifecycle. The role emphasizes accurate policy administration, strong insurer relations, and delivering high-quality customer service.

You will handle renewals, new business, and mid-term changes, ensuring compliance with FCA regulations while seeking opportunities to cross-sell appropriate products. Prior experience with Acturis and MS Office is preferred.

Qualifications

• Proven experience in an insurance broking or underwriting environment
• Strong organisational skills with excellent attention to detail
• Confident written and verbal communication skills
• Ability to manage multiple tasks and meet deadlines
• Customer-focused approach with a professional manner
• Knowledge of FCA regulations and compliance requirements

Responsibilities

• Act as a primary point of contact for clients, handling enquiries promptly and professionally
• Manage the administration of new business, renewals, mid-term adjustments, and cancellations
• Prepare insurance documentation including schedules, endorsements, certificates, and invoices
• Liaise with insurers and underwriters to obtain quotations, negotiate terms, and confirm cover
• Ensure all client and policy records are accurate and compliant with regulatory requirements
• Support Account Executives with renewal presentations and insurer negotiations
• Identify opportunities to cross-sell or up-sell products where appropriate
• Handle client queries and issues, escalating complex cases when required
• Maintain knowledge of products, insurers, and market developments
• Ensure adherence to FCA regulations, TCF, and company procedures

Skills

Insurance knowledge

Organisation

Communication

Time management

Customer-focused

Regulatory awareness

Tools

Acturis

Microsoft Office

Job description

Location: Stockport

Hours: Full Time

Contract: Permanent

Job Role: Commercial Account Handler

Location: Manchester

David Roberts and Partners was formed in 1977. Founded in Ormskirk, before moving to Southport, the organisation has now grown into a family of independent insurance brokers. With businesses spanning the UK and Europe. We have a team of over 550 dedicated colleagues, we place over >£630m premium worldwide with direct access to Lloyd’s of London and other specialist international markets. While our businesses operate at a local level, the Group’s infrastructure empowers us to compete with and win against the multinational brokers. The objective is always to provide the best possible service and protection for our clients.

Following a sustained period of growth, where DR&P Group has acquired multiple insurance business and is continuing to grow both organically and through acquisition, the group is now embarking upon the next chapter following our acquisition by BMS Group.

BMS is a dynamic, independent, global broker established in 1980, delivering specialist insurance, reinsurance, and capital markets advisory services. We are a global brand with offices located across the US, Canada, Latin America, Australia, Europe and Asia with both a strong, local focus and understanding of market needs.

Our teams are respected globally for their specialist market knowledge, intelligent analysis and insight. Our people strive to be ‘the best in class’ and with an innovative approach and their entrepreneurial thinking, our clients truly benefit from better solutions to policy development and placement.

Being independent makes a key difference to our clients, giving our brokers the freedom to deliver the best solutions, tailored to meet our business needs. Coupled with our collaborative team approach, single platform worldwide and renowned personal service, we are the independent broker of choice.

Summary Of Position

The Account Handler will provide day-to-day support to clients and Account Executives by managing insurance policies throughout their lifecycle.

The role focuses on delivering high-quality customer service, ensuring accuracy in policy administration, and maintaining strong relationships with insurers and clients.

Key Responsibilities

• Act as a primary point of contact for clients, handling enquiries promptly and professionally
• Manage the administration of new business, renewals, mid-term adjustments, and cancellations
• Prepare insurance documentation including schedules, endorsements, certificates, and invoices
• Liaise with insurers and underwriters to obtain quotations, negotiate terms, and confirm cover
• Ensure all client and policy records are accurate and compliant with regulatory requirements
• Support Account Executives with renewal presentations and insurer negotiations
• Identify opportunities to cross-sell or up-sell products where appropriate
• Handle client queries and issues, escalating complex cases when required
• Maintain excellent knowledge of products, insurers, and market developments
• Ensure adherence to FCA regulations, Treating Customers Fairly (TCF), and company procedures

What We’re Looking For

• Proven experience in an insurance broking or underwriting environment dealing with household, high net worth, motor fleet & property owners insurance
• Strong organisational skills with excellent attention to detail
• Confident written and verbal communication skills
• Ability to manage multiple tasks and work to deadlines
• Customer-focused approach with a professional manner
• Strong working knowledge of Acturis and Microsoft Office applications
• Knowledge of FCA regulations and compliance requirements

What’s in it for me?

• A highly ambitious team that works collaboratively to achieve your personal and professional goals whilst being a significant contributor to the overall success of the organisation
• 25 days holiday + 1 day birthday leave (+8 recognised public and bank holidays)
• Company Pension Scheme
• Company Social Events
• Discretionary annual bonus linked to the business hitting KPIs
• Life Cover
• Medicash Cash Plan
• Income Protection
• Access to Cycle to Work Scheme