Insurance Account Handler

Cameron James Professional Recruitment; Pipehill; On-site; GBP 38,000 - 48,000; Full time

Benefits offered by this job

Pension scheme

Generous holiday allowance

Company benefits

Job summary

Cameron James Professional Recruitment is seeking an experienced Commercial Insurance Account Handler for a flexible role in Lichfield. You will manage a cross-class portfolio across renewal, new business, and MTAs, handling a range of covers and liaising with insurers.

Part-time hours are considered with office-based, hybrid options, and a competitive benefits package. Cert CII progress is welcome; strong client communication and full policy lifecycle experience are essential.

Qualifications

• Proven background as a Commercial Account Handler within an insurance broking environment.
• Solid understanding of general commercial covers, incl. Commercial Combined, Fleet, Financial Lines, and Agricultural risks.

Responsibilities

• Account Management: Manage a broad portfolio of cross-class commercial clients through the full policy lifecycle (Renewals, New Business, MTAs).
• Cross-Class Broking: Place and service a wide variety of risks including Commercial Combined & Property, Fleet & Motor Trade, Financial Lines, Cyber, and Agricultural risks.
• Client & Underwriter Liaison: Build and maintain strong relationships with insurers, underwriters, and clients to secure favorable terms.
• Documentation & Administration: Prepare professional client documentation, summaries, and market presentations per FCA guidelines.

Skills

Commercial experience

Cross-class knowledge

Full lifecycle experience

Communication skills

Certifications (CII)

Education

Cert CII (progress towards)

Job description

Commercial Insurance Account Handler – Part time Considered

Location: Lichfield (Office-Based)

Salary: Competitive / Negotiable depending on experience + Benefits

Hours: Full-Time or Part-Time considered (Flexible working options available)

About the Role

Are you an experienced Commercial Insurance Account Handler looking for a flexible role closer to home? We are seeking a talented Cross-Class Commercial Account Handler to join our established team in Lichfield.

Whether you are looking for full-time stability or flexible part-time hours to support work-life balance, we would love to hear from you. You will manage a diverse portfolio of commercial clients across various product lines, handling new business, mid-term adjustments (MTAs), and renewals.

Key Responsibilities

• Account Management: Manage a broad portfolio of cross-class commercial clients through the full policy lifecycle (Renewals, New Business, and MTAs).


• Cross-Class Broking: Place and service a wide variety of risks, including:
  
  
  
  • Commercial Combined & Property
  
  
  • Fleet & Motor Trade
  
  
  • Financial Lines (D&O, Professional Indemnity, Cyber)
  
  
  • Agricultural & Farming risks
  
  
  
  


• Client & Underwriter Liaison: Build and maintain strong relationships with insurers, underwriters, and clients to secure optimal cover and competitive terms.


• Documentation & Administration: Prepare professional client documentation, summaries, and market presentations in accordance with FCA guidelines.

What We Are Looking For

• Commercial Experience: Proven background as a Commercial Account Handler within an insurance broking environment.


• Cross-Class Knowledge: Solid understanding of general commercial covers, including Commercial Combined, Fleet, Financial Lines, and ideally Agricultural/Farming risks.


• Full Lifecycle Experience: Hands-on experience dealing with New Business quotations, Mid-Term Adjustments, and Renewal retention.


• Communication Skills: Exceptional communication, negotiation, and client relationship management skills.


• Certifications: Cert CII qualified (or progress towards) is advantageous.

What We Offer

• Flexible Working: Part-time hours and flexible working patterns considered for the right candidate.


• Competitive Salary: Highly competitive salary package tailored to your experience level.


• Career Development: Support towards professional qualifications (CII/Dip CII).


• Benefits Package: Pension scheme, generous holiday allowance, plus extra company benefits.