Commercial Account Handler

COMMERCIAL ACCOUNT HANDLER

Poole / Bournemouth

Established Insurance Brokerage SME and Commercial Property Portfolio Salary up to 35,000 plus benefits

A well-established and growing insurance brokerage based in the Poole and Bournemouth area is looking to appoint a Commercial Account Handler to join its experienced team.

This is an excellent opportunity for someone who has already gained some experience within the insurance industry and is now looking to develop their technical knowledge, client management skills and long-term career within commercial insurance.

You will support the management of an established portfolio covering SME, Commercial Property and a range of more complex commercial risks. Working closely with Account Executives, insurers and policyholders, you will play an important role in retaining existing clients while also supporting new business activity.

Previous experience within the insurance industry is essential. Applications without relevant insurance experience cannot be considered.

The Role

As a Commercial Account Handler, your responsibilities will include:

• Supporting the business in achieving new business and renewal targets
• Managing renewals, mid-term adjustments and general policy administration
• Obtaining quotations from insurers and presenting appropriate options to clients
• Reviewing policy coverage and identifying additional solutions where appropriate
• Preparing renewal documentation, quotations and detailed client reports
• Responding to client queries and ensuring requirements are handled accurately and promptly
• Working closely with Account Executives and supporting the management of their client portfolios
• Managing diaries, appointments and follow-up activity where required
• Reviewing new business opportunities and assisting with prospective client contact
• Developing strong relationships with insurers and internal stakeholders
• Maintaining accurate client records and ensuring all activity meets regulatory and business standards

The Person

We are looking for someone who has gained practical experience within a commercial insurance environment and is keen to continue developing their career.

To be considered, you should have:

• Previous experience working within an insurance broker, insurer or underwriting environment
• Some knowledge of commercial insurance products and policy administration
• Experience handling renewals, mid-term adjustments or new business enquiries
• Strong communication skills and the confidence to deal with clients and insurers
• Good organisational skills and the ability to manage multiple priorities
• Strong attention to detail and a professional approach to client service

Experience using Acturis would be beneficial, although full training can be provided.

This role could suit an Assistant Account Handler, Insurance Administrator, Broker Support professional or developing Commercial Account Handler who is ready to take the next step in their career.

The Opportunity

You will be joining a successful and expanding international insurance group that continues to invest in its UK brokerage operations.

The position offers:

• Salary of up to 35,000, depending on experience
• Performance-related bonus
• Company pension scheme
• Insurance-related benefits
• Ongoing training and professional development
• Genuine opportunities for longer-term career progression

To be considered, please submit a complete and up-to-date CV clearly outlining your relevant insurance experience.

About Carlton Young

Launched in 2024, Carlton Young specialises in the recruitment of professionals across the Accountancy, Finance, HR and Insurance sectors.

Founded by a highly experienced multi-disciplined recruiter and a fully qualified chartered accountant, and supported by a skilled team of dedicated recruiters, we combine industry expertise with recruitment knowledge to connect talented professionals with leading businesses.

We value every application. However, due to the volume of applications received, we are only able to contact candidates whose skills and experience closely match the requirements of our client.

In accordance with the Asylum and Immigration Act 1996, applicants must be eligible to live and work in the UK and will be required to provide evidence of their eligibility.

In accordance with the Employment Agencies Act 1973, Carlton Young does not charge work-seekers for work-finding services.