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Commercial Account Handler
Location: Bristol
Salary: Up to £30,000 (Depending on experience)
The Company:
We are working with an independent, chartered insurance broker who is looking for an experienced Commercial Account Handler to join their Bristol office. This is a great opportunity to join a firm that prides itself on fostering a tight-knit team. The company has a clear growth plan, making it an exciting time to join and help achieve their goals. They are dedicated to exceptional client care and always put their clients first.
What’s in it for You:
- Tight-Knit Team: Be part of a friendly and supportive environment.
- Growth Opportunities: The firm’s expansion means new roles might grow, offering career development.
- Supportive Work Culture: Work in a recently refurbished office where everyone supports each other.
- Diverse and Inclusive: We value creating a sociable and good team vibe, ideally welcoming candidates who bring positivity to the team.
The Role:
The Account Handler is the first point of contact for all client and provider queries and issues. You are expected to have the skills and knowledge to understand what actions are required to meet the expectations of all parties. Your responsibilities include:
- Providing office-based support to assigned Account Executives in the day-to-day running of the client portfolio, from New Business, MTA, and Renewal stages.
- Dealing with a range of general commercial policies, learning all steps of the process from quotation to placement through to renewal.
- Supporting across all executives, ensuring smooth operations and picking things up in others' stead when needed.
The Required Skills:
- Experience working in commercial insurance at a broker for a couple of years (minimum).
- Previous proven experience servicing a book of business is essential.
- Acturis experience is ideal.
- Strong communication, relationship management, and rapport-building skills.
- Strong technical knowledge of a range of commercial products.
- Ability to work independently and as part of a team.
- Sociable, good team vibe—ideally, we're looking for someone who fits well within the office culture.
Additional Perks:
- Privately Owned Business: No corporate nonsense.
- Long-Term Home: A place to grow and be developed.
Referral Fee:
Not the right fit for you but know someone who might be suitable? Please get in touch to inquire and potentially secure yourself a referral fee for a successful recommendation.
