Senior Commercial Account Handler, Manchester

Posted 22 February by Yes Agency

Our client is seeking a Senior Account Handler to join their Visionary and friendly office in the heard of Manchester. Ideally they want a career focused candidate who feels ready to step-up and act as "Deputy" to the Client Service Leader and assist in the management of the Account handler Team. Primarily you will be responsible for providing a quality service, by handling client excellence. You will work collaboratively with the Senior Account Executives in the office to achieve common goals. You will have excellent commercial insurance experience with a knowledge of the local market


Key Accountabilities/Responsibilities:
  • You will obtain renewal terms for your customers and explore alternative quotations before producing a final presentation for account managers to discuss with customers. You are the expert; your team will rely on you to have the knowledge.

  • Can you take care of Insurer queries? Can you make your customers feel that you've handled their needs efficiently? You'll assist with customer queries, liaise with insurers regarding potential changes and new terms for policies. For this to work, you'll need to have first class interpersonal skills.

  • You will ensure all account admin is taken care of - confirming cover with relevant insurers, processing policies and chasing outstanding documentation when required. You'll be highly organised and love to work towards a plan.

  • Secure delivery of policy documentation from insurers and check prior to approval and release by Account Executive; remember, you're the point of contact for this account.

  • Deal with account queries and credit control matters highlighting any concerns to account managers, understand and apply fundamental legal and regulatory policy in relation to internal policies and the insurance contract as required

  • In the role as Deputy Team manager you could be involved in the distribution and management of workload to ensure we maintain quality and efficient output

  • Support the team manager to improve quality standards as identified by monthly audits

  • Provide coaching, training and on-going support to less experienced team members and also being that beacon and a technical referral point for queries.

  • Give us your opinions and input to help the team improve business efficiency processes wherever possible

  • Get involved in one to ones and annual appraisals if required

  • Comply with Professional Standards Manual in accordance with statutory requirements for role with specific attention, but not limited to Managing Client information, Whistle Blowing, Treating Customers Fairly


Person Specification:
  • Educated to A Level standard or equivalent with strong technical knowledge of general insurance products, services, and good understanding of underlying legal principles and practices relating to risk within own role capacity

  • Cert CII/ Dip CII are desirable as is previous experience in leading or coaching a team.

  • A Minimum of seven years commercial broking / account handling experience
  • Previous experience in the insurance industry is critical, as is working to targets within a regulated environment.

  • Risk aware in handling customer information, with good customer service focus and the ability to identify potential risk/issues and seek advice/consultation when required.

  • Due diligence and process driven to deadlines coupled with strong planning and analytical skills, you'll of course have high accuracy and attention to detail

  • Eligible to work in the UK

  • We are an equal opportunities employer

For more information on this role, please contact The Yes Agency. The Yes Agency is a registered insurance recruitment agency based in Manchester. Please note due to the amount of applications we receive, if you do not hear back from us within two weeks, then unfortunately on this occasion your application has been unsuccessful. For similar roles within insurance, please check out our website at

Required skills

  • Account Manager
  • Commercial Insurance
  • Account Handler
  • Technical Broker

Application questions

Have you a minimum of 7 years commercial account handling experience?
Have you made progression with your CII exams?
Have you had exposure to mentoring or managemement of commercial insurance staff?

Reference: 34531899

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