Commercial Insurance Account Handler

Commercial Insurance Account Handler Job Description Template

Our company is looking for a Commercial Insurance Account Handler to join our team.


  • Assisting in the presentation of risks to underwriters and negotiation of terms;
  • Build and maintain an excellent rapport with our clients, providers and colleagues across the Group;
  • Administration tasks such as new business, adjustments, renewals, checking policy documents and maintain good credit control;
  • Utilising online quote facilities (training provided);
  • Learn and develop accounts through existing client contacts;
  • Managing own book of smaller commercial clients, dealing with all aspects of the annual insurance cycle including renewal;
  • You will generate and deal with new business enquiries;
  • Liaising with Insurers and clients;
  • Deal with client queries and giving appropriate advice. Processing any mid-term adjustments;
  • Review insurer placements to ensure that best advice is offered at all times;
  • Responds directly to simple and moderately difficult client questions and requests, and solicits assistance from senior management as needed;
  • You will work with New Business team and Account Executives to ensure a smooth handover of clients;
  • Manage diverse multi-class of commercial insurance products;
  • To assist in the production of reports and summaries of insurance for clients;
  • Play a major role in ensuring a first class service is given to clients, protecting the companies reputation.


  • A full understanding of commercial products;
  • Experience in a Commercial Insurance role;
  • Happy to multi-task and support several different queries with a timely and professional manner;
  • Good academic background supported by good grades at A-Level and/or GCSE in subjects that include Maths and English;
  • Develop good communications with all other areas of the business and with clients;
  • You will possess persuasive negotiation skills with all customer types;
  • Experience in Commercial Insurance or Personal Lines;
  • Excellent customer/client etiquette;
  • You must accurately and efficiently dealing with high workloads;
  • Manage client bank to ensure that you give them the advice and guidance required;
  • Competent using MS Office;
  • Previous sales experience would be beneficial;
  • Complete detailed reviews of the insurance requirements of existing and potential new clients;
  • You will hold excellent communications skills across all methods;
  • Live within commutable distance of the office or happy to relocate.