Commercial Account Handler

The main purpose of the role is to focus on our Commercial Insurance book of business, primarily servicing SME-sized clients, working on renewals and maximising business growth opportunities.

Responsibilities

• Understand client business operations, risks, and their approach to risk management and insurance, providing tailored solutions.
• Act as a first point of contact, offering and presenting insurance policies and risk management solutions to secure renewals and acquire new business.
• Ensure regular communication with the team and manager, addressing concerns and offering solutions to improve team performance.
• Negotiate competitive terms with providers to align with client requirements.
• Handle invoicing of premiums, effective credit control, and maintaining compliance with local procedures and external regulations (e.g., FCA).
• Manage client relationships, presenting confident and enthusiastic propositions to support the renewal process.
• Maintain up-to-date and accurate records in accounting, insurance and client systems.
• Stay updated on market trends and industry regulations.

About You

To excel in this role, you should:

• Have a strong background in commercial insurance, with hands-on experience in client management.
• Possess relevant qualifications (e.g. Cert CII) or be actively working towards them.
• Deliver excellent communication and customer service, with a sharp eye for detail.
• Exhibit strong networking and relationship-building skills, alongside a proactive attitude.
• Demonstrate drive, ambition, and a genuine passion for developing within the insurance industry.
• Have previous experience of working with insurers and clients in a similar role.
• Be adept at multi-tasking, balancing client management with system and administrative tasks.
• Ideally, have experience with Acturis systems.