Commercial Account Handler

We're working with a well-established independent insurance broker in Plymouth who are looking to recruit a Commercial Account Handler to join their growing commercial team.

This role is perfect for someone with personal lines experience looking to transition into commercial insurance, or for a commercially minded handler seeking a new challenge.

The Role:

• As a Commercial Account Handler, you'll be responsible for managing a portfolio of SME and mid-market commercial clients, handling renewals, day-to-day servicing, and liaising with insurers to deliver high-quality solutions.
• Key Responsibilities:
• Managing renewals, adjustments, and client queries for commercial clients
• Preparing and issuing policy documentation and renewal information
• Liaising with insurers to secure competitive cover
• Maintaining accurate client records and documentation
• Supporting Account Executives with client meetings and servicing
• Ensuring all work meets regulatory and company standards

About You:

• Experience in personal or commercial insurance broking
• Good understanding of commercial products is desirable, but training can be provided
• Excellent communication and organisational skills
• Customer-focused, proactive, and detail-oriented
• Cert CII qualified or working towards
• Experience using Acturis or similar systems advantageous

What's on Offer:

• Salary: £32,000 - £35,000
• Office-based role in Plymouth
• 25 days holiday plus bank holidays
• Pension scheme and company benefits
• Training and support to transition into commercial insurance
• Friendly, supportive team environment
• Career progression opportunities

This is a great opportunity for someone looking to transition from personal lines into commercial insurance or develop their commercial account handling career with a respected broker in Plymouth.

Apply today or contact us for a confidential discussion.