Commercial Account Handler

Commercial Account Handler – EB Team

Role Overview
We are seeking a Commercial Account Handler to manage a portfolio of existing clients, handling renewals, mid-term adjustments and policy changes while supporting retention and growth. The role also involves identifying new business opportunities and cross-selling additional products and services.

Key Responsibilities

• Manage and retain a portfolio of commercial clients, achieving high renewal and retention rates

• Handle renewals, MTAs, MTCs, claims and additional covers (e.g. Excess Layer, D&O)

• Assess and underwrite risks before presenting to insurers

• Act as the main point of contact for clients and insurers on technical matters and claims

• Identify opportunities to develop new business and cross-sell relevant products

• Maintain accurate client records and activity on internal systems

• Deliver a high level of customer service and meet agreed SLAs and KPIs

• Complete ongoing training and CPD in line with regulatory requirements

Knowledge & Experience

• Commercial insurance broking experience (essential)

• Strong technical knowledge of commercial insurance and general insurance products

• Experience managing relationships with clients, insurers and stakeholders

• Active knowledge of FCA compliance

• Working towards, or willing to study for, CII qualifications

Skills

• Strong communication skills, both written and verbal

• Excellent organisation and ability to manage a busy workload

• Confident negotiator with strong attention to detail

• Able to work independently and collaboratively within a team

• Proficient in Microsoft Office and client management systems