Insurance Account Handler

Account Handler – Commercial Insurance (Property Owners)

About the Role

We're looking for an experienced and customer-focused Account Handler to join our growing commercial insurance team. This is an excellent opportunity for someone who enjoys building strong client relationships and managing a portfolio of property owner clients, providing expert advice and exceptional service throughout the insurance lifecycle.

You'll work with clients whose annual insurance premiums typically range from approximately £1,500 to £30,000, handling renewals, mid-term adjustments, claims support and insurer negotiations to deliver the best possible outcomes.

Key Responsibilities

• Manage a portfolio of property owner insurance clients with annual premiums ranging from approximately £1,500 to £30,000, delivering a high standard of service.
• Prepare and issue renewal invitations 2–3 weeks before renewal dates, carrying out market reviews and re-broking exercises where appropriate for property owner clients with premiums ranging from approximately £1,500 to £30,000.
• Build and develop relationships with existing clients while identifying opportunities to retain and grow accounts.
• Prepare accurate market presentations and negotiate with insurers to obtain competitive terms.
• Handle mid-term adjustments efficiently and accurately.
• Review policy documentation to ensure accuracy before issuing to clients.
• Support clients throughout the claims process, ensuring a positive customer experience.
• Maintain accurate client records and ensure all FCA and company compliance procedures are followed.
• Assist with other office duties as required.

About You

You'll ideally have:

• Previous experience as a Commercial Account Handler or in a similar insurance role.
• Experience dealing with property owners' insurance or commercial property portfolios.
• A good understanding of FCA regulations and commercial insurance practices.
• Cert CII qualification (or be actively working towards it).
• Excellent communication and relationship-building skills.
• Strong organisational skills with the ability to manage multiple priorities.
• Confidence dealing with insurers and clients over the phone and by email.
• Good IT skills and experience using insurance broking systems and insurer extranets.

What We Offer

• Competitive salary, dependent on experience.
• Support towards professional qualifications.
• Career development opportunities within a growing business.
• A friendly, supportive and collaborative working environment.
• Hybrid/flexible working (where applicable).
• Company benefits package.

Apply Now

If you're an experienced Commercial Account Handler looking to work with a diverse portfolio of property owner clients and further your career within a professional, client-focused brokerage, we'd love to hear from you.