Commercial Account Handler

Job title: Commercial Account Handler
Location: Surrey
Industry: Insurance
Salary: £30,000 - £35,000
Reference: 1806
Contact name: Paige Dadds
Contact email:

Job description

Boxtree are working with an established insurance brokers based in Surrey who are looking to appoint an experienced insurance professional that understands commercial insurance clients and policies, to support the brokerage in servicing a book of business which includes specialist areas.

The ideal candidate will be technically sound with a myriad of commercial policies, this is an opportunity to service clients who pay up to £800,000 GWP.

Role responsibility

  • To operate in accordance with FCA and company agreed processes
  • To review clients’ and prospects’ insurance programmes
  • To put together client prospect risk presentations to forward to insurers
  • Negotiate insurance premiums and cover with Insurers in line with client requirement
  • To assist senior staff in production of reports and summaries of insurance for clients
  • Review insurer placements to ensure that best advice is always offered
  • Offer appropriate premium payment options
  • Support the managing director with his existing book of business
  • Providing administrative and technical support to the Account Directors

Role Requirements

  • 1 year exposure to commercial insurance
  • Strong communication skills
  • Cert CII/Dip CII Qualified desirable
  • Exposure to recruitment and surveyor’s insurance would be ideal

Company Benefits

  • Regular events to attend through the insurance market
  • Nights out for staff
  • Great camaraderie
  • Chance to be part of a diverse team that has great staff retention
  • Opportunity to learn from many years’ experience in the industry
  • Chance to be part of a small, growing broker with ambitious growth plans
  • Plenty of opportunities to progress for a person with the right aptitude
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