Commercial Account Handler

PURPOSE OF ROLE

We're working with a dynamic, independent insurance broker to find an experienced Commercial Account Handler. You'll support an established Account Executive in managing a £2.5m GWP book covering PI-led, General Commercial, and Financial Institutions business. This is a hands-on role suited to someone with at least 2 years' PI and commercial insurance experience who's looking to step up and gain wider exposure to Mid-Market and Corporate clients.

RESPONSIBILITIES

• Manage day-to-day servicing of an established commercial book
• Liaise with clients and insurers to negotiate and secure renewals
• Handle MTAs, quotes, and general queries professionally and promptly
• Support Account Executives and Directors with all client servicing activities
• Ensure FCA compliance and accuracy in documentation and advice
• Produce risk presentations and fact finds from scratch for renewals and new business
• Keep Acturis records up to date and maintain full audit trail

DAY-TO-DAY

• Work collaboratively within a 7-person commercial team
• Attend insurer/client meetings and occasional hospitality events
• Use Acturis and Microsoft Office daily for policy management and reporting
• Provide outstanding client service with attention to detail and clear communication
• Engage in ongoing CPD, including support towards Cert CII and further qualifications

EXPERIENCE

• Minimum 2 years' experience in Professional Indemnity and general commercial insurance
• Familiarity with policies ranging from £2,000 to £500,000 GWP
• Sound understanding of commercial product lines and insurer placement
• Experience using Acturis (intermediate level or above)
• Exposure to Financial Institutions insurance is a bonus - training provide

SKILLS

• Strong client service, negotiation, and broking skills
• Highly organised with excellent attention to detail
• Able to manage competing deadlines and work under pressure
• Excellent verbal and written communication
• Able to independently create risk presentations and fact finds
• Ethical, accountable, and team-oriented with a drive for professional growth

If you have the relevant experience or know someone that does please contact me now on or email us at

Health Insurance and Group Life Speci