Commercial Account Handler

Job title: Commercial Account Handler

Salary: £40,000

Location:  North Yorkshire

PURPOSE OF ROLE

Lawes Consulting Group is delighted to 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 07441 922 905 or email us at admin@lawesgroup.co.uk