Insurance Account Handler

Cameron James Professional Recruitment; Bury St Edmunds; Hybrid; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Hybrid Working

Flex Benefits

Job summary

Cameron James Professional Recruitment is seeking a Commercial Insurance Account Handler in Bury St Edmunds. You will manage a portfolio of mid-market commercial clients, delivering expert advice and handling policy lifecycles from start to finish.

You will renew, quote, and onboard, negotiating with insurers and ensuring FCA-compliant records. A 4–5 year background in commercial insurance and a path toward Cert CII is highly valued.

Qualifications

• 4–5 years of commercial insurance broking/handling experience.
• Solid knowledge of commercial lines: property, PI, liability, fleet.
• Excellent written and verbal communication; negotiate with underwriters.
• Willing to study toward CII; fully funded if pursued.
• Proficient in insurance software (Acturis/Open GI/SSP) and MS Office.

Responsibilities

• Manage a portfolio of mid-market commercial clients.
• Prepare renewal presentations, negotiate terms with insurers.
• Support new business: quotes, risk presentations, onboarding.
• Provide clear technical advice to clients.
• Maintain FCA-compliant records in the client management system.

Skills

Commercial insurance

Communication skills

Underwriter negotiation

MS Office

Education

CII qualifications (Cert CII / Dip CII) desirable

Tools

Acturis

Open GI

SSP

MS Office

Job description

Commercial Insurance Account Handler

• Location: Bury St Edmonds
• Salary: £35 - 45k DOE (depending on experience) + Annual Bonus Scheme
• Job Type: Full-time, Permanent
• Benefits: Hybrid Working and Flex Benefits

About Us

Our clients are a leading, independent commercial insurance brokerage known for putting their clients first. Unlike the high-volume, transactional corporate environments, they focus on building deep, long-term relationships with local and national businesses. Due to their exciting continued growth, they are looking for an experienced Commercial Insurance Account Handler to join their supportive, dynamic team.

The Role: What You'll Do

As a Commercial Insurance Account Handler, you will be the day-to-day champion for your own portfolio of commercial clients. Your focus will be on delivering expert advice, ensuring first-class customer service, and managing policy lifecycles from start to finish.

Key Responsibilities

• Account Management: Manage and nurture an existing portfolio of mid-market commercial clients across various sectors (Property, Liability, Fleet, and PI).
• Renewals & Mid-Term Adjustments (MTAs): Prepare renewal presentations, negotiate competitive terms with leading insurers, and handle policy adjustments efficiently.
• New Business Support: Collaborate with Account Executives to prepare quotes, present risks to insurers, and onboard new clients successfully.
• Client Advocacy: Act as the first point of contact for day-to-day inquiries, offering clear technical advice in plain English.
• Compliance: Maintain precise records on our client management system in line with FCA (Financial Conduct Authority) guidelines.

What We Are Looking For

• Experience: Minimum of 4 - 5 years of commercial insurance broking or handling experience (essential).
• Technical Knowledge: A solid grasp of general commercial lines (commercial property, public/employers liability, and commercial motor).
• Communication Skills: Excellent written and verbal communication, with the ability to negotiate effectively with underwriters.
• Drive: Someone looking to develop their career. Progress toward CII qualifications (Cert CII / Dip CII) is highly advantageous (we will fully fund this if you want to complete it!).
• Tech Savvy: Strong IT skills, including MS Office and experience with insurance software systems (e.g., Acturis, Open GI, SSP).

What's in it for You?

• Competitive Salary: Regular salary reviews to match your growing expertise.
• Professional Growth: Fully funded CII study support (exams, textbooks, and paid study leave).
• Great Culture: A friendly, zero-politics office with regular social events and team-building days.