Senior Account Handler - Insurance

First Recruitment Services; East Grinstead; Hybrid; GBP 38,000 - 45,000; Full time

Benefits offered by this job

Professional qualifications support

Career progression

Training & development

Holiday allowance

Job summary

First Recruitment Services is recruiting for a Senior Account Handler - Commercial in East Grinstead. This office-based role offers a Monday–Friday schedule with a probationary period and potential to work from home one day per week after probation. Salary £38,000–£45,000 plus a strong benefits package and pension.

The successful candidate will manage a portfolio of commercial clients, renewals, and growth opportunities while ensuring high-quality client service and FCA compliance.

Qualifications

• Experience within a Commercial Insurance Account Handler or similar role.
• Strong knowledge of commercial insurance products and markets.
• Excellent client relationship and communication skills.
• Experience dealing directly with insurers and negotiating terms.
• Good IT skills and experience using insurance systems and insurer portals.
• Cert CII qualified or actively working towards qualification.
• Knowledge of FCA regulations and insurance compliance requirements.

Responsibilities

• Managing a portfolio of commercial insurance clients.
• Preparing and processing renewal reviews, including re-broking where appropriate.
• Achieving strong client retention and renewal outcomes.
• Identifying and securing new business opportunities.
• Preparing accurate insurer presentations and obtaining competitive terms.
• Handling mid-term adjustments and policy amendments.
• Reviewing policy documentation to ensure accuracy and compliance.
• Providing technical insurance advice and recommending appropriate cover solutions.
• Managing and supporting claims through to resolution.
• Maintaining accurate records on internal systems.
• Ensuring compliance with FCA regulations and company procedures.
• Supporting colleagues and assisting with wider office activities when required.

Skills

Relationship management

Commercial insurance knowledge

Negotiating terms

Communication skills

IT skills

Insurance systems

Insurer portals

Education

Cert CII

Tools

Insurance systems

Insurer portals

Job description

We are very pleased to be working alongside our small, busy, friendly and highly reputable client as they seek to expand their team within their office in East Grinstead.

Senior Account Handler - Commercial

East Grinstead with parking available for all staff on site and a short walk from the station area.

Full time permanent role - Monday - Friday . Office based role until successful completion of probationary period. 1 day per week working from home is available once probation has been passed.

Salary £38000-£45000 plus good all round company benefits, including good pension scheme and 25 days holiday plus all UK bank holidays.

This is an excellent opportunity to join a superb business who have been established for over 30 years.

Along with a competitive salary, my client is also offering:

• Support towards professional qualifications
• Career progression opportunities
• Ongoing training and development
• Generous holiday allowance and additional benefits

The role - Senior Account Handler - Commercial

My client is seeking to recruit an experienced Commercial Insurance professional to manage and develop a portfolio of commercial clients, delivering exceptional service whilst supporting business growth and client retention.

This is a great opportunity for an insurance professional with strong relationship management skills, a solid understanding of commercial insurance products, and a passion for providing clients with expert advice.

Duties and responsibilities include -

• Managing a portfolio of commercial insurance clients
• Preparing and processing renewal reviews, including re-broking where appropriate
• Achieving strong client retention and renewal outcomes
• Identifying and securing new business opportunities
• Preparing accurate insurer presentations and obtaining competitive terms
• Handling mid-term adjustments and policy amendments
• Reviewing policy documentation to ensure accuracy and compliance
• Providing technical insurance advice and recommending appropriate cover solutions
• Managing and supporting claims through to resolution
• Maintaining accurate records on internal systems
• Ensuring compliance with FCA regulations and company procedures
• Supporting colleagues and assisting with wider office activities when required

Experience, skills and competencies required:

• Previous experience within a Commercial Insurance Account Handler or similar role
• Strong knowledge of commercial insurance products and markets
• Excellent client relationship and communication skills
• Experience dealing directly with insurers and negotiating terms
• Good IT skills and experience using insurance systems and insurer portals
• Cert CII qualified or actively working towards qualification
• Knowledge of FCA regulations and insurance compliance requirements

Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job