Account Handler

Commercial Account Handler

Ref: 3559| Posted: 3rd Aug 2021

Commercial Account Handler – Redhill – up to £27,000 plus benefits

Insure Recruitment are currently working with a Chartered Insurance Broker who are looking to add to their Commercial Insurance department.

The successful candidate will provide a day-to-day technical, competent, responsive, and efficient administrative service to clients.

Client retention through the provision of a professional service to clients covering all aspects of their insurance arrangements; to advise, arrange and secure the appropriate cover at a competitive premium.

Comply with regulatory requirements, industry codes of practice, and the Company’s own procedures and rules.

Must work on the principle of treating customers fairly and behave in an ethical manner.

Main Responsibilities will include -


Liaise with Manager as to method of obtaining renewal information and preparation of renewal questionnaire.

Prepare complete, clear and accurate broking presentations in line with departmental standards, so that negotiations with underwriters produce the most competitive premiums and best insurance coverage for clients.

Process renewal and all other invoices and documentation within the office timescales.

Ensure that declarations in respect of year end adjustable policies are collected as soon as possible after renewal.

Day to day servicing

Ensure that all additional cover requested during the year is advised to insurers immediately and confirmed in writing.

Keep Manager informed of significant developments

Check and process policy documents/endorsements, together with invoices for accuracy prior to dispatch to clients

Ensure that all records (file and computer) are accurate during the currency of the insurance to reduce Errors & Omissions exposure

Ensure records are archived as appropriate

Provide risk management data in an agreed format

Refer all complaints to the Complaints Officer immediately

To refer any potential Errors & Omissions immediately to Director and or Compliance Manager


Provide a positive contribution to the team objectives

Answer the telephone, ensuring that information given is accurately recorded

Make records of all conversations and meetings with customers and/or insurers, or other relevant business contacts

Update knowledge of insurance market as & when developments occur

Continue improvement in technical insurance knowledge

Liaise with accounts department as and when required

Carry out tasks which from time to time may reasonably be requested by a senior member of staff

Ensure self-development through attendance at Technical Seminars, Courses, Professional Studies etc.

Ensure diary checks are maintained


Minimum of 3 years in the insurance industry preferably with Commercial experience

Acturis system – useful but not essential

A background in on-line broking systems is required


Excellent and accurate administration & communication skills

Networking/influencing skills

Problem-solving ability

Ability to utilise IT for maximum advantage

Remuneration package

Competitive salary depending upon qualification for role and experience



Private Medical insurance, Life Assurance, Disability insurance

Please apply to the role by submitting your most up-to-date CV. If your application is successful, we will be in touch within 2 working days of receiving your job application to discuss the opportunity in more detail.

Due to the overwhelming application response, should you not hear from us within 5 working days then please assume that your application has been unsuccessful.