London, UK
Posted 1 month ago

Job Title: Senior Commercial Account Handler
Reports to: Operations Director – Jill Hamilton
Department: Commercial Department
Location: Unit 1 Capital Business Park, Manor Way, Borehamwood, WD6 1GW

Job purpose:

This is mainly an office-based role focused on the internal servicing of existing and new commercial client accounts. The Account Handler is responsible for an allocation of the commercial customer accounts and responsible for re-broking renewals. The role involves regular meetings with the Broking Team and Directors to discuss forthcoming renewals, allocation and strategy.

  • To work within the commercial sales department to provide broking and technical support.
  • To produce documents in line with service standards in order to provide a timely, compliant and efficient service to customers.
  • To support the Firm’s goals by demonstrating excellent communication skills and expertise in providing advice and guidance to customers in relevant aspects of risk management and insurance portfolio.

Key customers: All commercial customers

Knowledge and Experience:

  • Part to fully qualified ACII or working towards
  • Good keyboard skills including Microsoft Office, e-mail and internet
  • A good understanding of the insurance markets, products and risk management
  • Minimum 3 years experience in general insurance


  • Negotiate terms on behalf of customers with underwriters.
  • Compile risk submissions to present to underwriters.
  • Handle new business, renewal and mid-term alteration administration of insurance portfolios of companies paying insurance premiums up to £250,000.
  • Issue insurance registers, summarising the scope of insurance cover.
  • Identify, seek to mitigate and respond appropriately, to any conflicts of interest which may arise.
  • In conjunction with the Account Executive for all Key Accounts, present reports to existing and potential customers, issue risk presentations and provide advice to customers on how to deal with risks.
  • Comply at all times with the requirements of the Firm’s own procedures, the Financial Services and Markets Act 2000 and FCA regulations.
  • To be aware of, and to follow at all times, the Firm’s policy on Treating Customers Fairly.
  • To be aware of, and to follow at all times, the Firm’s standards of ethical behaviour.
  • To maintain professional competence by complying at all times with the Training and Competence procedures of the organisation.
  • To support the departmental Key Performance Indicators and service level agreements as directed by the Operations Director.
  • To undertake all other duties as reasonably required and directed.

Expected Behaviours:

  • To act in an honest and open manner at all times with both the customer and the Firm in all matters.
  • Have a customer focused approach.
  • Ensure that business transactions are conducted in a way that is clear and straightforward.
  • Act with integrity by demonstrating fairness and impartiality.
  • Actively seek feedback from customers and report such feedback to management.

Required Skills and Competencies:

  • Excellent written and communication skills; particularly report writing.
  • Ability to make professional presentations for existing and potential customers.
  • Appropriate negotiation skills.
  • Ability to identify and match the products available with customer requirements.
  • Ability to identify and respond appropriately to an individual customer’s level of understanding.
  • A responsible attitude towards the handling of information, including the ability to collect, analyse and summarise information.
  • Ability to persuade and influence others.
  • Ability to handle situations and problems with innovation and creativity.

Key Performance Indicators:

  • Meet agreed retention targets
  • Meet agreed new business/upsell targets
  • Meet and evidence the Firm’s TCF standards
  • Meet CPD requirements
  • Meet Firm’s prescribed standards for documentation, deadlines & services standards.

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