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Job title: Commercial Account Handler/Executive
Salary: £50,000
Location: Oxfordshire
PURPOSE OF ROLE
We are looking for an experienced and detail-oriented Commercial Account Handler to join our client's dynamic team. In this role, you will be responsible for managing and servicing a portfolio of commercial insurance clients, including those with fleet policies, ensuring their needs are met with tailored insurance solutions. You will play a key role in maintaining strong client relationships and providing expert guidance on insurance products and policies.
RESPONSIBILITIES
- Manage and service a portfolio of commercial insurance clients, ensuring high levels of customer satisfaction
- Collaborate with underwriters, insurers, and brokers to negotiate and secure the best coverage options for clients
- Provide expert advice on fleet insurance products, commercial vehicle coverage, policy terms, and risk management solutions
- Prepare and process renewals, endorsements, and adjustments accurately and efficiently
- Ensure compliance with industry regulations and company policies
- Handle client queries, resolve issues promptly, and provide professional support
- Assist in the development of new business opportunities through referrals and cross-selling additional products
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 client records and documentation within internal systems
- Identify opportunities for policy enhancements and risk management improvements for business vehicle fleets
- Support business development activities through proactive client engagement and relationship management
EXPERIENCE
- Understanding of motor fleet insurance trends, claims handling processes, and risk mitigation strategies
- Demonstrated success in managing client relationships and delivering high-quality insurance solutions
- In-depth knowledge of fleet insurance policies, commercial auto coverage, and risk assessment for business fleets
SKILLS
- Excellent negotiation and problem-solving skills
- Strong communication and interpersonal skills with a client-focused approach
- Strong analytical and decision-making abilities
- Exceptional organisational skills and attention to detail
- Ability to work efficiently under pressure and meet deadlines
If you have the relevant experience or know someone that does please contact me now on or email us at
