- Location
- WEST YORKSHIRE
- Workplace
- Onsite
- Type
- Full-time
- Department
- Sales
- Closing date
- Today
- Source
- Vincere
Description
Commercial Account Handler
Location: West Yorkshire
Employment Type: Full Time, Permanent
Salary: Dependent on experience
A well-established insurance brokerage is seeking an experienced Commercial Account Handler to join its team. This role will support Account Executives in managing a diverse portfolio of commercial clients, providing high-quality servicing and technical broking support.
The successful candidate will work across a broad range of commercial insurance products and play an important role in maintaining strong client relationships and ensuring efficient policy management.
Key Responsibilities
Account Handling & Client Support
- Provide day-to-day administrative and technical support to Account Executives
- Act as a key point of contact for clients regarding cover queries, mid-term adjustments, additional insurance quotations, and policy documentation
- Respond to client enquiries promptly, accurately, and professionally
- Attend insurer and client meetings where appropriate
- Manage selected client cases directly where required
- Handle a wide range of commercial risks including Property, Liability, Marine, Engineering, Cyber, Motor Fleet, and Financial Lines
Broking & Market Engagement
- Conduct marketing exercises with insurers to obtain competitive terms
- Negotiate renewals and secure new business quotations
- Maintain strong relationships with insurer partners
- Keep up to date with market conditions, insurer products, and industry developments
Administration & Compliance
- Check and issue proposals, policy documentation, and endorsements
- Ensure all administration is completed in line with company procedures
- Maintain accurate and up-to-date client records on internal systems
- Ensure all activity complies with regulatory requirements and customer fairness principles
Skills & Experience
- Strong knowledge across the main classes of commercial insurance
- Experience managing SME to mid-corporate commercial risks
- Experience working with premium finance providers
- Strong broking, negotiation, and communication skills
- Highly organised with the ability to work accurately under pressure
- Proficient in Microsoft Word, Excel, and Outlook
- Experience using Acturis would be advantageous
Working Environment & Benefits
- Free on-site parking
- Convenient location with easy access to the motorway network
- Supportive team environment within a stable brokerage
Contact
Louis Gibbs, Senior Consultant - London Market on 0203 727 2316 or 07506 605692
Email: [email protected]
