Commercial Account Hander
2 weeks ago
Job Description
Job title: SME/Commercial Account Handler
Salary: £30,000 - £35,000
Location: South Yorkshire
PURPOSE OF ROLE
Lawes Consulting Group is delighted to be partnering with a growing independent insurance brokerage in their search for a Commercial Account Handler. As a Commercial Account Handler, you will be responsible for managing a portfolio of commercial insurance clients, ensuring high levels of service and retention. Working closely with Account Executives and insurers, you will provide expert advice, handle renewals, mid-term adjustments, and new business quotes.
This is a business with a strong reputation for professionalism, integrity, and client care, who have built an enviable brand and a respected name in the Yorkshire broking market over a number of years.
As an employer, they pride themselves on creating a nurturing, supportive environment that enables their people to reach their full potential.
RESPONSIBILITIES
- Manage and service a portfolio of SME to mid-corporate clients across a variety of commercial lines
- Handle policy renewals, adjustments, and new quotations in a timely and compliant manner
- Maintain strong relationships with clients, insurers, and underwriters
- Support Account Executives in developing and securing new business opportunities
- Ensure all documentation is accurate, up-to-date, and compliant with FCA regulations
DAY-TO-DAY
- Gathering necessary information for policy renewals and adjustments
- Liaise with insurers to obtain competitive quotes and ensure policies are placed efficiently
- Maintain accurate records and documentation
- Support business development activities through proactive client engagement and relationship management
SKILLS
- Cert CII qualified would be advantageous
- Strong organisational skills
- Great communicator and team player
EXPERIENCE
- Previous experience working as a Commercial Account Handler within the insurance broking industry
- Proven track record of servicing a portfolio of SME to mid-corporate commercial clients across various lines of business
- Experience handling policy renewals, mid-term adjustments, and generating new business quotations
- Comfortable liaising with insurers and underwriters to negotiate terms and place cover effectively
- Familiarity with FCA compliance requirements and maintaining accurate client documentation
- Experience supporting Account Executives with client management and business development activities is desirable
BENEFITS
- Continued professional development and support with CII qualifications
- Friendly, collaborative team environment
- Competitive salary and flexible benefits
- Generous holiday entitlement plus bank holidays
- Flexible working options, including hybrid or remote working
If you have the relevant experience or know someone that does please contact me now on or email us
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