Insurance Broker

Cameron James Professional Recruitment; Walsall; On-site; GBP 40,000 - 45,000; Full time

Benefits offered by this job

Flex Benefits

Job summary

Cameron James Professional Recruitment is recruiting for a Commercial Insurance Account Handler. You will manage a portfolio of mid-market commercial clients, handling policy lifecycles, renewals, and new business support with a focus on exceptional service and compliance.

The role requires 4–5 years of commercial insurance experience, strong communication, and IT fluency with major insurer systems. A pathway to CII qualifications is available with full funding and support.

Qualifications

• Minimum 4–5 years of commercial insurance broking or handling experience
• Solid grasp of general commercial lines (property, liability, fleet, PI)
• Excellent written and verbal communication with underwriters
• Willingness to progress toward CII qualifications (fully funded)
• Proficiency with MS Office and insurance software systems

Responsibilities

• Manage and nurture an existing portfolio of mid-market commercial clients across sectors
• Prepare renewal presentations and negotiate terms with insurers
• Collaborate with Account Executives to prepare quotes and onboard new clients
• Provide clear, technical advice and act as the client advocate
• Maintain accurate records in the client management system in line with FCA requirements

Skills

Communication skills

Client relationship management

Career development drive

Negotiation with underwriters

Education

Cert CII / Diploma in Insurance

Tools

Acturis

Open GI

SSP

MS Office

Job description

Commercial Insurance Account Handler

• Location: Wallsall
• Salary: £40,000 – £45,000 (depending on experience) + Annual Bonus Scheme
• Job Type: Full-time, Permanent
• Benefits: 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).