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Commercial Account Handler

Job Posted: 16 days ago

Salary: £ Competitive
Job Type: Permanent
Location: Amersham, Buckinghamshire

Expire in: 12 days

Job Description

Commercial Account Handler - Amersham

Working Pattern: Full Time | Onsite / Hybrid
High Basic Salary + Bonus + Company Benefits
The Role:
The Account Handler plays an important role in delivering high quality broking services through the effective handling of renewals, mid-term adjustments, documentation, and client queries. This position supports smooth client servicing, strong retention, and full regulatory compliance.
This role is a natural progression from Assistant Account Handler towards Senior Account Handler, offering increased responsibility and technical development, alongside greater engagement with both clients and insurers.

Key Responsibilities:
Client Servicing & Support

  * Support client relationship management alongside the Account Executive, responding promptly to client queries throughout the policy lifecycle.

  * Build strong relationships with clients and understand their insurance requirements.

  * Escalate risks and issues where appropriate.

  * Provide pre-renewal information and maintain oversight of new business and renewals.

  * Prepare and process documentation accurately with strong attention to detail.

Broking

  * Handle new business, renewals, endorsements, and cancellations in line with agreed timelines.

  * Manage workload effectively, especially during complex renewals.

  * Identify cross-selling and up-selling opportunities within client portfolios.

  * Produce high quality client reports that meet regulatory standards.

  * Maintain accurate client records in line with compliance requirements.

Insurer Liaison

  * Prepare detailed broking presentations reflecting the client’s risk profile.

  * Engage with insurers to secure the best terms in line with placement strategy.

  * Build and maintain strong insurer relationships.

  * Keep up to date with market conditions and insurer appetite.

Candidate Profile:
Essential

  * Experience in insurance account handling within a commercial environment

  * Strong organisational and administrative skills

  * Excellent attention to detail and client focus

  * Ability to manage multiple priorities

  * Working knowledge of FCA requirements and insurance processes

Desirable

  * Progress towards or completion of Cert CII / Dip CII

  * Experience using broking systems such as Acturis or similar

  * Exposure to multiple insurance classes

  * Awareness of Consumer Duty and regulatory developments

  * Experience identifying cross-selling opportunities

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

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