Saturday, April 4th, 2020

01622 661633

Our Industry knowledge is your solution

Commercial Account Handler

Job Details

  • Reference: BM14090
  • Location: Surrey
  • Salary: £25,000 - £27,000
  • Job Type: Permanent
  • Sector: General Insurance

Commercial Account Handler


My client who are a successful insurance intermediary are seeking a Commercial Account Handler within their office in Croydon.

Role & Responsibilities of the Commercial Account Handler:

• Deal with incoming enquiries from clients, insurers and other third parties in a professional and timely manner.
• Work within agreed authority levels
• Review the demands and needs of customer and advise on the most appropriate insurances to meet their demands and needs.
• Convert insurance needs to sales
• Always seek cross-sell opportunities
• Manage and process client new business, renewals, midterm adjustments and lapses in accordance with current procedures and FCA requirements.
• Input accurate data onto the back office systems.
• Liaise with Insurers and other third parties regarding the administration of client’s insurance needs.
• Assess, assimilate, analyse and present to insurers and underwriters to achieve risk acceptance at the most advantageous rate.
• To prepare customer reports on both new and existing risks to support the commercial lines manager/supervisor.
• Taking responsibility for actioning and updating Diary System as directed and within defined time scale.
• Attend training courses and events as directed by the company.

Key Skills and Competencies:

• Ideally 2 years Commercial Account Handling experience
• Experience within scheme business would be beneficial
• High level inter personal skills – ability to build successful, mutually beneficial business/client relationships.
• Communication skills – able to communicate to people, with various levels of knowledge, over the telephone and in writing.
• Ability to work under pressure and to deadlines


• £25,000 – £27,000
• 23 days holiday + 8 Bank Holidays
• Pension Scheme

Apply Online

Complete the following form, optionally attaching your CV, to apply for this position:

Your Name (required)

Telephone (required)

Your Email (required)

Upload CV

Your Message