Commercial Account Handler - Insurance Brokerage

The Summit Group; Leeds; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading insurance brokerage in Ilkley is seeking an experienced Commercial Account Handler. The successful candidate will manage client relationships, handle policy administration, and support business development. Join a supportive work environment with competitive salary and opportunities for professional development.

Benefits

Competitive salary and benefits package

Opportunities for professional development

Supportive and dynamic work environment

Career progression opportunities

Qualifications

• Previous experience as a Commercial Account Handler or similar role in insurance.
• Strong understanding of commercial insurance products.

Responsibilities

• Manage a portfolio of commercial insurance clients.
• Prepare and process new business quotations and renewals.
• Provide professional advice on insurance products.

Skills

Communication

Negotiation

Problem Solving

Attention to Detail

Education

Good educational background in business or finance

Cert CII qualification (or working towards it)

Tools

Insurance software

Microsoft Office

Job description

Commercial Account Handler - Insurance Brokerage

Job Openings Commercial Account Handler - Insurance Brokerage

About the job Commercial Account Handler - Insurance Brokerage

My client is looking for an experienced Commercial Account handler.Established in 1970, my client is an independent insurance brokerage based in Ilkley Hall, West Yorkshire. The firm offers tailored insurance solutions for both personal and business needs, emphasising a personalised approach grounded in integrity and professional expertise.

As a Commercial Account Handler, you will manage and service a portfolio of commercial insurance clients. This role involves collaborating with Account Executives, insurers, and clients to ensure effective handling of policies, renewals, and mid-term adjustments while delivering excellent customer service.

Key Responsibilities:

• Client Management:
  • Build and maintain strong relationships with commercial clients.
  • Act as the primary point of contact for client inquiries and policy administration.
  • Provide professional advice and guidance on insurance products and coverage.
• Policy Administration:
  • Prepare and process new business quotations, renewals, and mid-term adjustments.
  • Negotiate terms with insurers to ensure competitive pricing.
  • Issue policy documentation and maintain accurate records.
• Assess client needs and recommend appropriate insurance solutions.
• Ensure compliance with FCA regulations and company policies.
• Support clients during the claims process, liaising between clients and insurers.
• Sales Support & Business Development:
  • Assist Account Executives in identifying growth opportunities within the existing portfolio.
  • Support cross-selling and upselling of additional products and services.
  • Stay informed about market trends and competitor activities.

Key Skills & Experience Required:

• Experience:
  • Previous experience as a Commercial Account Handler or similar role in insurance.
  • Strong understanding of commercial insurance products, including property, liability, and motor.
• Excellent communication and interpersonal skills.
• Strong negotiation and problem-solving abilities.
• High attention to detail and ability to manage multiple tasks.
• Proficiency in insurance software and Microsoft Office applications.
• Qualifications:
  • Cert CII qualification (or working towards it) is desirable but not essential.
  • Good educational background, preferably in business or finance.

Why Join Us?

• Competitive salary and benefits package.
• Opportunities for professional development and training.
• Supportive and dynamic work environment.
• Career progression opportunities.

About Us:

Established in 1970, we are an independent insurance broker based in Ilkley,West Yorkshire. We pride ourselves on providing a genuine personal service to all our clients, offering tailored insurance solutions for both personal and business needs. Our team is dedicated to delivering professional expertise with personal integrity, ensuring our clients feel valued and protected