Job Detail

Commercial Account Handler

  • Job DurationMore than 06 months
  • Project LevelMedium Level

Project detail

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 or email us at

Freelancer type required for this project