Insurance Account Handler

Description:

Commercial Insurance Account Handler – Part time Considered
Location: Lichfield (Office-Based)
Salary: Competitive / Negotiable depending on experience + Benefits
Hours: Full-Time or Part-Time considered (Flexible working options available)
About the Role
Are you an experienced Commercial Insurance Account Handler looking for a flexible role closer to home? We are seeking a talented Cross-Class Commercial Account Handler to join our established team in Lichfield.
Whether you are looking for full-time stability or flexible part-time hours to support work-life balance, we would love to hear from you. You will manage a diverse portfolio of commercial clients across various product lines, handling new business, mid-term adjustments (MTAs), and renewals.
Key Responsibilities
• Account Management: Manage a broad portfolio of cross-class commercial clients through the full policy lifecycle (Renewals, New Business, and MTAs).
• Cross-Class Broking: Place and service a wide variety of risks, including:
o Commercial Combined & Property
o Fleet & Motor Trade
o Financial Lines (D&O, Professional Indemnity, Cyber)
o Agricultural & Farming risks
• Client & Underwriter Liaison: Build and maintain strong relationships with insurers, underwriters, and clients to secure optimal cover and competitive terms.
• Documentation & Administration: Prepare professional client documentation, summaries, and market presentations in accordance with FCA guidelines.
What We Are Looking For
• Commercial Experience: Proven background as a Commercial Account Handler within an insurance broking environment.
• Cross-Class Knowledge: Solid understanding of general commercial covers, including Commercial Combined, Fleet, Financial Lines, and ideally Agricultural/Farming risks.
• Full Lifecycle Experience: Hands-on experience dealing with New Business quotations, Mid-Term Adjustments, and Renewal retention.
• Communication Skills: Exceptional communication, negotiation, and client relationship management skills.
• Certifications: Cert CII qualified (or progress towards) is advantageous.
What We Offer
• Flexible Working: Part-time hours and flexible working patterns considered for the right candidate.
• Competitive Salary: Highly competitive salary package tailored to your experience level.
• Career Development: Support towards professional qualifications (CII/Dip CII).
• Benefits Package: Pension scheme, generous holiday allowance, plus extra company benefits.
How to Apply
If you are an experienced Commercial Account Handler looking for a rewarding role in Lichfield with true flexibility, click Apply