Commercial Account Handler

Get Recruited; Wakefield; On-site; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Exposure to varied risks

Senior broker support

Collaborative team

Job summary

Get Recruited, in partnership with a growing independent insurance brokerage, is recruiting a Commercial Account Handler in Wakefield. You will support a senior broker in servicing an established mid-market portfolio, handling renewals, risk information and insurer terms.

You will work across a broad range of commercial classes, build trusted client relationships, and contribute ideas to improve how the team works.

Qualifications

• Experience as a Commercial Account Handler, Commercial Broker or Insurance Account Handler, with a solid grounding in commercial insurance.
• Broad commercial lines knowledge and confidence dealing with policy documentation and cover queries.
• Comfortable handling larger, more complex risks. Previous mid-market exposure is preferred.
• Organised and proactive, with the ability to prioritise renewals, adjustments and ongoing client enquiries.
• Clear communication skills and an approach that builds trust with clients and colleagues.
• CII qualifications would be beneficial, but are not essential.

Responsibilities

• Support a senior broker with the day-to-day servicing of an established mid-market portfolio, keeping client requirements and outstanding work on track.
• Handle commercial renewals, gathering up-to-date risk information and liaising with insurers to obtain appropriate terms.
• Negotiate cover and terms with insurer partners, confirming placements and checking the resulting documentation.
• Process mid-term adjustments, ensuring changes to clients' businesses and insurance requirements are accurately reflected in their cover.
• Respond to client queries, explaining policy information clearly and keeping clients informed as matters progress.
• Work across a broad range of commercial classes, including larger and more complex risks requiring careful attention.
• Maintain accurate client records and documentation to support a consistent standard of service.
• Build productive relationships with clients, insurers and colleagues, contributing ideas to improve how the team works.

Skills

Client relationship building

Renewals processing

Policy terms negotiation

Insurance knowledge

Education

CII qualifications (beneficial)

Job description

THE OPPORTUNITY:

Get Recruited is partnering with a growing, independently owned insurance brokerage to recruit a Commercial Account Handler in Wakefield. You'll work alongside a senior broker, supporting an established commercial book generating approximately £500,000 in income.

For a Commercial Broker or Insurance Account Handler who enjoys technical work and building client relationships, this offers exposure to varied mid-market and larger commercial risks.

You'll join a supportive team where your input is welcomed, with the opportunity to develop your knowledge through more complex cases.

THE COMMERCIAL ACCOUNT HANDLER ROLE:

Your experience as a Commercial Broker or Insurance Account Handler will help you:

• Support a senior broker with the day-to-day servicing of an established mid-market portfolio, keeping client requirements and outstanding work on track.


• Handle commercial renewals, gathering up-to-date risk information and liaising with insurers to obtain appropriate terms.


• Negotiate cover and terms with insurer partners, confirming placements and checking the resulting documentation.


• Process mid-term adjustments, ensuring changes to clients' businesses and insurance requirements are accurately reflected in their cover.


• Respond to client queries, explaining policy information clearly and keeping clients informed as matters progress.


• Work across a broad range of commercial classes, including larger and more complex risks requiring careful attention.


• Maintain accurate client records and documentation to support a consistent standard of service.


• Build productive relationships with clients, insurers and colleagues, contributing ideas to improve how the team works.

THE PERSON:

• Experience as a Commercial Account Handler, Commercial Broker or Insurance Account Handler, with a solid grounding in commercial insurance.


• Broad commercial lines knowledge and confidence dealing with policy documentation and cover queries.


• Comfortable handling larger, more complex risks. Previous mid-market exposure is preferred.


• Organised and proactive, with the ability to prioritise renewals, adjustments and ongoing client enquiries.


• Clear communication skills and an approach that builds trust with clients and colleagues.


• CII qualifications would be beneficial, but are not essential.

If you're a Commercial Broker or Insurance Account Handler looking to deepen your technical experience while remaining focused on client service, this role offers that scope.

THE BENEFITS:

• Salary of up to £40,000.


• Exposure to a substantial book of varied commercial risks.


• Close working relationship with a senior broker.


• Support from an experienced, collaborative team.


• Opportunity to develop your skills on more complex insurance cases.


• A growing independent business where you can contribute ideas.