Commercial Account Handler

The Role
The successful candidate will be:

• Responsible for managing a portfolio worth approximately £2.1 million GWP (around £410,000 income) across a range of commercial clients.
• You’ll work alongside Account Executives to provide a high level of client service, manage renewals, handle mid-term adjustments, and ensure each client receives comprehensive, tailored advice.

The role will primarily focus on account handling, though there will be opportunities to contribute to new business through cross-selling and upselling where appropriate.

Key Responsibilities

• Manage a dedicated portfolio of around 15 key commercial clients, maintaining strong and lasting relationships.
• Handle all aspects of the client journey including renewals, mid-term adjustments, and general policy administration.
• Provide expert advice on a range of insurance products to ensure suitable coverage for client needs.
• Negotiate terms and premiums with insurers to achieve the best outcomes for clients.
• Support Account Executives by preparing renewal reports and documentation.
• Use Acturis to manage all client and policy data with accuracy and efficiency.
• Stay informed of industry trends, market changes, and product developments.
• Deliver a high-quality, compliant, and client-focused service at all times.

Experience and Qualifications

• Ideally minimum 5 years’ experience within commercial insurance, ideally in a broker environment.
• Proven background in managing a commercial client portfolio and supporting Account Executives.
• Sound knowledge of core commercial insurance classes.
• Acturis experience preferred.
• Cert CII qualification (or working towards) is desirable.
• Excellent communication and relationship-building skills.
• High level of attention to detail, accuracy, and organisational ability.

Remuneration and Benefits

• Salary: Up to £45,000 (depending on experience)
• Annual Bonus: Typically between £1,000 – £1,500
• Annual Salary Review
• Private Medical Insurance – employee pays only the Benefit in Kind tax
• Permanent Health Insurance (Income Protection)
• Life Assurance (Death in Service)
• Pension Options:
  • 3% employee / 6% employer contribution, or
  • 5% employee / 10% employer contribution
• Annual Leave: 26 days (pro rata), plus bank holidays

Why This Role?
This is an excellent opportunity for an experienced Commercial Account Handler looking to join a progressive, independent brokerage where people and client service truly come first. You’ll have the chance to work with a loyal client base, enjoy real autonomy in your role, and be part of a business that values long-term relationships over short-term wins.
If you’re looking for a position where your expertise, professionalism, and integrity will be recognised and rewarded, this could be the perfect next step in your career.

The Company
Our client is a highly respected, independent insurance brokerage based in Leicestershire, recognised for its integrity, professionalism, and long-term client relationships. The business has built an excellent reputation by focusing on what matters most, people, service, and results.
As the company continues to grow, they are now seeking an experienced Commercial Account Manager to join their established team. This is a fantastic opportunity to work in a business where your contribution is genuinely valued, and your career development is supported every step of the way.