Senior Commercial Account Handler, Manchester

Posted 12 September by Yes Agency

Our client is seeking a Senior commercial account handler to join their Corporate Team. They are moving into Manchester city Centre in three months time so if you have 3 to 5 years commercial corporate broking experience and would like to work in a well known and respected city centre Manchester brokerage, then read on


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.

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

  • 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:

  • 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 3/5 years commercial account handling experience?
Have you made progression with your CII exams?

Reference: 34531899

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