Commercial Account Handler - Insurance Brokerage

TN United Kingdom; Leeds; On-site; GBP 30,000 - 50,000; Full time

Job summary

Join a dynamic and established insurance brokerage as a Commercial Account Handler. In this role, you'll manage a diverse portfolio of clients, ensuring their insurance needs are met with tailored solutions. You'll collaborate closely with Account Executives and insurers, providing exceptional service while navigating policy administration and compliance. This position offers a competitive salary, professional development opportunities, and a supportive work environment where your contributions are valued. If you're passionate about delivering personalized service and thrive in a fast-paced setting, this is the perfect opportunity for you!

Benefits

Competitive Salary

Professional Development Opportunities

Dynamic Work Environment

Career Progression Opportunities

Qualifications

• Experience in commercial insurance handling and client management.
• Strong negotiation skills and attention to detail.

Responsibilities

• Manage a portfolio of commercial insurance clients and policies.
• Provide professional advice and support during claims processes.

Skills

Commercial Insurance Knowledge

Client Management

Negotiation Skills

Communication Skills

Problem-Solving Skills

Attention to Detail

Education

Cert CII Qualification

Degree in Business or Finance

Tools

Insurance Software

Microsoft Office

Job description

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Client:

The Summit Group

Location:

Leeds, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

cd9c8bb7dbbc

Job Views:

10

Posted:

26.04.2025

Expiry Date:

10.06.2025

Job Description:

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, emphasizing a personalized 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:

1. 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.
2. 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.
3. Assess client needs and recommend appropriate insurance solutions.
4. Ensure compliance with FCA regulations and company policies.
5. Support clients during the claims process, liaising between clients and insurers.
6. 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:

1. Experience:
   • Previous experience as a Commercial Account Handler or similar role in insurance.
   • Strong understanding of commercial insurance products, including property, liability, and motor.
2. Excellent communication and interpersonal skills.
3. Strong negotiation and problem-solving abilities.
4. High attention to detail and ability to manage multiple tasks.
5. Proficiency in insurance software and Microsoft Office applications.
6. 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.