Commercial Account Handler

The role

You’ll be the engine room behind the Account Executives – making sure every client gets accurate, on-time, compliant support. Think quotations, renewals, MTAs, invoicing, credit control and documentation – all done properly, first time.

It’s a busy, varied role. No two days look quite the same, but the thread running through all of them is accuracy.

What you’ll actually be doing

• Keeping CRM records spot on – every interaction, every document, logged properly
• Liaising with underwriters to get new business and renewal terms
• Preparing clear, accurate quotes for the Account Executives to take to clients
• Raising invoices, chasing payments, sorting out premium finance queries
• Issuing policy documents, certificates and renewal packs – on time, every time
• Processing mid-term adjustments when a client’s circumstances change
• Being the calm, capable admin support to the wider team.

Who they’re looking for

• Someone who loves admin, with an eye for detail who genuinely doesn’t let things slip through the cracks
• Confident communicating with clients and underwriters alike, in writing and only sometimes on the phone
• Comfortable juggling deadlines without dropping the ball
• Good with numbers – invoicing and premium calculations are part of the job
• Previous insurance admin, account handling or broking support experience is a bonus, not a must
• Working towards (or holding) Cert CII is welcomed – study support may be available

Why this one’s worth a look

You’ll be working somewhere that specialises – properly specialises – so you’re not a generalist lost in a huge book of business. You’ll build real relationships with Account Executives, underwriters and clients, and you’ll actually see the impact of getting things right for the clients.

So…. If you’re the kind of person who colour-codes their to-do list and quietly enjoys chasing down an outstanding query until it’s resolved, this could be exactly your kind of role.

Sound like you?