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Commercial Account Handler

3 months ago

Sowerby Bridge, Calderdale, United Kingdom Coversure Full time
Would you like to work for an ambitious Independent Insurance Brokers that offer exceptional support to their clients? Do you have 1 year of experience with commercial insurance?


This is a great opportunity for someone who wants to develop their insurance knowledge further, enjoys working in a small team and would like to be a part of its growth plans.

We will consider those with either a Commercial or Personal Lines background.

About the Commercial Account Handler role:

Reporting to the Director, Phil Dalton, the main purpose of the role is to handle new business enquires and service existing client's midterm adjustments and renewals, whilst providing a friendly and efficient service.

In addition to your salary, you'll be rewarded for winning new business with a competitive commission scheme.

Key objectives & responsibilities will include:

  • Responsible for growing our commercial clients by arranging renewal of policies for existing clients, assisting with midterm adjustments and driving new business
  • Providing an outstanding service by seeking to understand our client's business operations, opportunities and risks
  • Liaise with Underwriters to help secure the best rates for our client's risks
  • Organise daily work to ensure compliance is met at all times
  • Identify new markets, schemes and other opportunities to help grow the Business

About You


As our Account Handler, you'll have the ability and drive to work in a small but successful team, striving to provide outstanding service to our SME clients.

You'll be the type of person who is keen to learn and develop - being able to understand the range of Insurance products quickly to help our customers.


You will have or be:

  • Ideally have experience of At least one years' experience handling Commercial Combined and/or Commercial Package insurance but Personal Lines experience will also be considered
  • Excellent written and verbal communication skills
  • Strong customer service focus with the ability to build strong working relationships
  • Driven to build and grow the existing book of business
  • Organised with the ability to priorities and manage your own time
  • Attention to detail and proven ability to multitask, updating relevant systems where necessary
  • A good knowledge of Microsoft office and ideally experience of Acturis
  • Relevant qualifications (e.g Cert CII) or working towards (ideally)

What's in it for you:

  • Exposure to a wide and varied client base, offering insight into new industry sectors
  • Company pension scheme
  • 23 days holiday (rising with continuous service) plus Bank Holidays
  • The office is close to the train station and a car park
  • Professional qualification study support relevant to your role and career
  • The opportunity to attend local networking evens

About Us:

Coversure Halifax is a family-owned independent insurance broker, founded by Phil Dalton in 2013.

It offers local businesses, tradesmen, shop owners, and landlords an accessible source of high-quality insurance backed by excellent customer care.