Commercial Account Handler

  • Trades Workforce Solutions
  • Malton, Yorkshire
  • Apr 10, 2026
Full time Banking

Job Description

Job title: Commercial Account Handler

Salary: £40,000

Location: North Yorkshire

PURPOSE OF ROLE

Lawes Consulting Group is delighted to partnering with a growing independent insurance brokerage in their search for a Commercial Account Handler. As a Commercial Account Handler, you will be responsible for managing a portfolio of commercial insurance clients, ensuring high levels of service and retention. Working closely with Account Executives and insurers, you will provide expert advice, handle renewals, mid-term adjustments, and new business quotes.

This is a business with a strong reputation for professionalism, integrity, and client care, who have built an enviable brand and a respected name in the Yorkshire broking market over a number of years.

As an employer, they pride themselves on creating a nurturing, supportive environment that enables their people to reach their full potential.

RESPONSIBILITIES
  • Manage and service a portfolio of SME to mid-corporate clients across a variety of commercial lines
  • Handle policy renewals, adjustments, and new quotations in a timely and compliant manner
  • Maintain strong relationships with clients, insurers, and underwriters
  • Support Account Executives in developing and securing new business opportunities
  • Ensure all documentation is accurate, up-to-date, and compliant with FCA regulations
DAY-TO-DAY
  • Gathering necessary information for policy renewals and adjustments
  • Liaise with insurers to obtain competitive quotes and ensure policies are placed efficiently
  • Maintain accurate records and documentation
  • Support business development activities through proactive client engagement and relationship management
SKILLS
  • Cert CII qualified would be advantageous
  • Strong organisational skills
  • Great communicator and team player
EXPERIENCE
  • Previous experience working as a Commercial Account Handler within the insurance broking industry
  • Proven track record of servicing a portfolio of SME to mid-corporate commercial clients across various lines of business
  • Experience handling policy renewals, mid-term adjustments, and generating new business quotations
  • Comfortable liaising with insurers and underwriters to negotiate terms and place cover effectively
  • Familiarity with FCA compliance requirements and maintaining accurate client documentation
  • Experience supporting Account Executives with client management and business development activities is desirable
BENEFITS
  • Continued professional development and support with CII qualifications
  • Friendly, collaborative team environment
  • Competitive salary and flexible benefits
  • Generous holiday entitlement plus bank holidays
  • Flexible working options, including hybrid or remote working

If you have the relevant experience or know someone that does please contact me now on or email us at