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
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Support client relationship management alongside the Account Executive, responding promptly to client queries throughout the policy lifecycle.
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Build strong relationships with clients and understand their insurance requirements.
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Escalate risks and issues where appropriate.
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Provide pre-renewal information and maintain oversight of new business and renewals.
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Prepare and process documentation accurately with strong attention to detail.
Broking
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Handle new business, renewals, endorsements, and cancellations in line with agreed timelines.
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Manage workload effectively, especially during complex renewals.
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Identify cross-selling and up-selling opportunities within client portfolios.
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Produce high quality client reports that meet regulatory standards.
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Maintain accurate client records in line with compliance requirements.
Insurer Liaison
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Prepare detailed broking presentations reflecting the client’s risk profile.
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Engage with insurers to secure the best terms in line with placement strategy.
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Build and maintain strong insurer relationships.
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Keep up to date with market conditions and insurer appetite.
Candidate Profile:
Essential
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Experience in insurance account handling within a commercial environment
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Strong organisational and administrative skills
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Excellent attention to detail and client focus
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Ability to manage multiple priorities
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Working knowledge of FCA requirements and insurance processes
Desirable
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Progress towards or completion of Cert CII / Dip CII
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Experience using broking systems such as Acturis or similar
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Exposure to multiple insurance classes
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Awareness of Consumer Duty and regulatory developments
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Experience identifying cross-selling opportunities
