How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Account Handler
Commercial Account Handler – Job Vacancy
Built on meritocracy, our unique company culture rewards self-starters and those committed to doing what’s best for our customers.
About the Role
Position: Commercial Account Handler (Broking Support) Location: Newbury Salary: Negotiable with benefits package
We’re seeking an experienced Commercial Account Handler to join our welcoming team in Newbury.
Key Responsibilities
In this critical role, you’ll provide technical, customer relationship, and administrative support to an Account Executive (AE) and the wider team. Responsibilities include:
- Handling commercial & corporate-sized risks for high-profile clients across diverse industries
- Supporting ongoing business, new business broking, and client visits
- Servicing accounts through the renewals lifecycle, including:
- Renewal administration
- Preparation of presentations for insurers
- Premium negotiation with underwriters
- Policy adjustments & reporting
- Demonstrating expertise in customer service, negotiation, broking, and insurance market awareness
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
An ideal candidate will expect a long-term opportunity and be looking to expand their responsibilities beyond routine account handling.
Daily Duties
New & Renewal Support:
- Collaborate with AEs to achieve new business and renewal targets via proactive administration and customer support.
- Provide profiles for new prospects via research (e.g., CreditSafe, Google, company websites) and prepare due diligence documentation.
- Obtain competitive quotes for upsell opportunities (e.g., Excess PL, D&O, Excess PI, Loss Recovery).
- Secure renewal meetings on behalf of AEs and assist with 1-2 visits per month.
Renewal Operations:
- Prepare Renewal Review reports and gather claims data.
- Obtain quotations for agreed upsells, integrating findings into renewal presentation documentation.
Client Engagement & Administration:
- Handle both allocated and unallocated client enquiries, liaising with insurers/attach AEs for technical issues.
- Maintain an efficient workflow: debt tracking, queries, documentation chasing, renewal terms.
- Conduct market placements for new business/renewals aligned with the AE’s strategy.
- Occasionally support admin duties for wider Commercial Administration as assigned.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Experience & Qualifications Required
- Minimum 2+ years in commercial insurance (broking/underwriting).
- Hands-on experience managing new business, renewals, and midterm adjustments.
- Deep understanding of Commercial Insurance products.
- Familiarity with Acturis insurance broking software is advantageous.
- Commitment to Cert CII progression.
- Full driving licence.
Benefits
- Negotiable base salary plus full benefits package:
- 25 days holiday + Bank Holidays
- Pension + Death in Service Cover.
- Flexible benefits + annual share save scheme (15% discount on BRO shares post-probation).
- Professional development support, including fully funded qualifications.
We are an Equal Opportunity Employer dedicated to diversity.
Specialise in insurance? Apply today!
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location