Commercial Insurance Account Handler

Commercial Account Handler | Bournemouth, Dorset | £40,000

Focus on commercial clients and complex business risks within an established independent insurance brokerage

About the Company

Our client is a leading independent insurance brokerage in Dorset, formed through the merger of two well-established local firms with more than 40 years of combined heritage. Authorised and regulated by the FCA, they arrange tailored commercial, property and personal insurance, and are known for taking the time to understand each client's needs rather than working to someone else's targets. Their commercial team is looking to add a Commercial Account Handler.

About the Role

This is a dedicated commercial account handling role. You will manage a portfolio of business clients across a broad range of commercial lines, acting as their day-to-day point of contact from renewal through to mid-term changes and claims support. Working alongside senior account handlers and new business colleagues, you will help clients secure the right cover while keeping service levels, accuracy and compliance consistently high.

Key Responsibilities

• Manage a portfolio of commercial insurance clients as their day-to-day point of contact
• Handle renewals, remarketing and quotations from the insurer panel
• Process mid-term adjustments, endorsements and documentation accurately
• Advise clients on suitable cover across business combined, commercial property, liability, construction and motor lines
• Review client risk profiles and policy wordings, highlighting gaps and options
• Support clients through the claims process, liaising with insurers
• Build strong relationships with clients, insurers and colleagues
• Maintain compliant client records in line with FCA requirements

Package

• £40,000 basic salary, depending on experience
• Monday to Friday, 9am to 5pm
• A focused commercial role within an established, independent brokerage
• Supportive commercial team, with senior colleagues to learn from

Skills & Experience

• Proven experience in commercial account handling within an insurance broker
• Working knowledge of commercial lines such as business combined, property, liability, construction and motor
• Experience of renewals, remarketing and managing a client portfolio
• CII qualifications, or a willingness to work towards them, are advantageous
• Excellent accuracy, organisation and communication skills
• Confident using broker systems and managing a busy workload to deadlines

Why Apply?

This is a chance to specialise in commercial account handling within an independent brokerage that values service, expertise and long-term client relationships, with regular office hours and a supportive team around you.

Interested in finding out more? Apply now or get in touch confidentially to discuss this Commercial Account Handler opportunity

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