Join an Award winning and well-established family-run insurance brokerage where relationships, expertise, and exceptional service are at the heart of everything they do.
They are looking for a motivated and detail-driven Commercial Insurance Account Handler to become a key part of their growing team. In this role, you’ll work closely with a portfolio of valued commercial clients, providing professional support across policy administration, renewals, and day-to-day account management. This is a fantastic opportunity to build your career within a supportive business that combines strong market presence with the friendly, collaborative culture that only a family-run company can offer.
Salary, Benefits & Hours
- £35,000 to £45,000
- Annual OTE
- Monday to Friday 8.30am to 5.30pm
- Parking Onsite
- 28 days holiday
- Pension
- Learning & Development Support
Computer & keyboard skills
- Navigation of standard office PC Systems
- Essential working knowledge of Microsoft Word and Excel
- Working knowledge of industry systems. Use of Open GI(MISYS) would be beneficial
- Accurate data entry and documentation of customer information inline with regulations and GDPR
Skills & Attributes
- Understanding of commercial insurance policies (property, liability, motor fleet, professional indemnity, etc.)
- Knowledge of underwriting terms, policy wording, and coverage limits
- Ability to process mid-term adjustments, renewals, and claims queries
- Investigation skills to resolve policy issues and coverage gaps
- Clear communication with clients, brokers, and insurers; thinking pro-actively about risk and protection for the client
- Ability to explain complex policy details in simple terms
- Professional email and phone etiquette
- Strong listening skills to understand client needs
- Keeping track of deadlines (renewals, endorsements, documentation)
- Professional and trustworthy
- Team Player but able to work independently
