Commercial Account Handler

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

• Support client relationship management alongside the Account Executive, responding promptly to client queries throughout the policy lifecycle.
• Build strong relationships with clients and understand their insurance requirements.
• Escalate risks and issues where appropriate.
• Provide pre-renewal information and maintain oversight of new business and renewals.
• Prepare and process documentation accurately with strong attention to detail.

Broking

• Handle new business, renewals, endorsements, and cancellations in line with agreed timelines.
• Manage workload effectively, especially during complex renewals.
• Identify cross-selling and up-selling opportunities within client portfolios.
• Produce high quality client reports that meet regulatory standards.
• Maintain accurate client records in line with compliance requirements.

Insurer Liaison

• Prepare detailed broking presentations reflecting the client’s risk profile.
• Engage with insurers to secure the best terms in line with placement strategy.
• Build and maintain strong insurer relationships.
• Keep up to date with market conditions and insurer appetite.

Candidate Profile:
Essential

• Experience in insurance account handling within a commercial environment
• Strong organisational and administrative skills
• Excellent attention to detail and client focus
• Ability to manage multiple priorities
• Working knowledge of FCA requirements and insurance processes

Desirable

• Progress towards or completion of Cert CII / Dip CII
• Experience using broking systems such as Acturis or similar
• Exposure to multiple insurance classes
• Awareness of Consumer Duty and regulatory developments
• Experience identifying cross-selling opportunities