Insurance Broker

Cameron James Professional Recruitment; Potters Bar; On-site; GBP 41,000 - 50,000; Full time

Benefits offered by this job

On-site parking

Flexible benefits

Job summary

Cameron James Professional Recruitment presents a Commercial Insurance Account Handler role in Potters Bar, Hertfordshire. You will manage insurance portfolios, renewals, and client queries, while delivering tailored coverage and exceptional service.

The role emphasizes building client relationships, ensuring regulatory compliance, and collaborating with Account Executives to support growth and retention in a dynamic insurance team.

Qualifications

• Experience in commercial insurance account handling.
• Knowledge of commercial insurance products and markets.
• Proficiency in insurance platforms and client management systems.
• Strong understanding of FCA regulations and Consumer Duty obligations.

Responsibilities

• Manage client queries and renewals with accuracy and professionalism.
• Handle new business, renewals, endorsements, and cancellations.
• Liaise with insurers to secure favourable terms and premiums.
• Ensure FCA compliance and regulatory updates are reflected in actions.
• Collaborate with Account Executives and team members to support clients.

Skills

Organisation

Multitasking

Communication

Client relationships

Team player

Education

CII qualification

Insurance certifications

Tools

Acturis

Insurance platforms

Job description

Commercial Insurance Account Handler – Potters Bar, Hertfordshire

Base Salary c45k DOE Neg & Flex Benefits on Site Parking

Our client is a leading Independent Broker who due to continued Growth are now looking for a Commercial Insurance Handler to join its commercial Team

As an Account Handler, you'll be crucial in providing excellent client service by managing insurance portfolios and offering tailored solutions. You'll collaborate closely with Account Executives to ensure clients receive expert advice, efficient policy administration, and exceptional service. Your ability to build strong client relationships, ensure compliance, and contribute to team success will be key to driving retention and business growth.

Joining our client means becoming part of an industry-leading team that puts people first. They are committed to creating a work culture that values entrepreneurial spirit and adaptability

What you can expect:

• Career Growth: Ample opportunities to advance within a leading insurance firm.
• Flexibility: Work arrangements designed to support your work-life balance, allowing you to excel in all areas.
• Supportive Culture: A collaborative environment where teamwork and professional development are highly valued.

Key Responsibilities

• Client Management: Deliver high-quality service by promptly addressing client queries, building strong relationships, and managing policy renewals with accuracy. Provide expert advice and identify opportunities to enhance client coverage.
• Policy Administration: Handle new business, renewals, endorsements, and cancellations. Ensure policy documentation and client records are accurate and up to date.
• Insurer Negotiation: Liaise with insurers to secure favourable terms, negotiating premiums and coverage to achieve the best outcomes for clients.
• Compliance and Regulation: Ensure all activities align with FCA regulations and company compliance standards. Stay informed of regulatory and market changes.
• Collaboration and Teamwork: Work closely with Account Executives and colleagues to provide seamless client support, share knowledge, and mentor less experienced team members.

About You

Attributes, Skills, and Qualifications

Candidates must meet the essential criteria through relevant experience or demonstrated transferable skills. However, desirable attributes, skills, and qualifications will be considered a strong advantage.

We welcome candidates with medium to advanced experience in commercial insurance, capable of handling a diverse range of policy types.

Experience and Qualifications:

Essential:

• Experience in a commercial insurance account handling role.
• Knowledge of commercial insurance products and markets.
• Proficiency in insurance platforms and client management systems.
• Strong understanding of FCA regulations and Consumer Duty obligations.

Desirable:

• CII qualification or willingness to work towards them.
• Experience with Acturis or similar systems.

Key Skills and Attributes:

• Strong organisational and multitasking abilities.
• Excellent communication and client relationship skills.
• Attention to detail and a commitment to professionalism.
• Proactive, solution-oriented mindset.
• A collaborative team player.

Right to Work:

Candidates must have the legal right to work in the UK.

Benefits

Our client knows that great teams, career growth, and a supportive work environment are key to your success. Alongside a competitive salary, our clients offer a range of benefits designed to support your wellbeing, work-life balance, and future