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Commercial Account Handler
Posted 1 day 4 hours ago by Lawes Insurance Recruitment
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
