Commercial Account Hander

Lawes Consulting Group

  • South Yorkshire
  • £35,000 per year
  • Permanent
  • Full-time
  • 7 days ago
  • Apply easily
Job title: SME/Commercial Account HandlerSalary: £30,000 - £35,000Location: South YorkshirePURPOSE OF ROLELawes Consulting Group is delighted to be partnering with a growing independent insurance brokerage in their search for a Commercial Account Handler. As a Commercial Account Handler, you will be responsible for managing a portfolio of commercial insurance clients, ensuring high levels of service and retention. Working closely with Account Executives and insurers, you will provide expert advice, handle renewals, mid-term adjustments, and new business quotes.This is a business with a strong reputation for professionalism, integrity, and client care, who have built an enviable brand and a respected name in the Yorkshire broking market over a number of years.As an employer, they pride themselves on creating a nurturing, supportive environment that enables their people to reach their full potential.RESPONSIBILITIES
  • Manage and service a portfolio of SME to mid-corporate clients across a variety of commercial lines
  • Handle policy renewals, adjustments, and new quotations in a timely and compliant manner
  • Maintain strong relationships with clients, insurers, and underwriters
  • Support Account Executives in developing and securing new business opportunities
  • Ensure all documentation is accurate, up-to-date, and compliant with FCA regulations
DAY-TO-DAY
  • Gathering necessary information for policy renewals and adjustments
  • Liaise with insurers to obtain competitive quotes and ensure policies are placed efficiently
  • Maintain accurate records and documentation
  • Support business development activities through proactive client engagement and relationship management
SKILLS
  • Cert CII qualified would be advantageous
  • Strong organisational skills
  • Great communicator and team player
EXPERIENCE
  • Previous experience working as a Commercial Account Handler within the insurance broking industry
  • Proven track record of servicing a portfolio of SME to mid-corporate commercial clients across various lines of business
  • Experience handling policy renewals, mid-term adjustments, and generating new business quotations
  • Comfortable liaising with insurers and underwriters to negotiate terms and place cover effectively
  • Familiarity with FCA compliance requirements and maintaining accurate client documentation
  • Experience supporting Account Executives with client management and business development activities is desirable
BENEFITS
  • Continued professional development and support with CII q

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