Commercial Account Handler
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