Senior Commercial Account Handler

Job title: Senior Commercial Account Handler

Salary: £35,000

Location:  Birmingham 

Purpose of role:

The primary focus of the role is to manage new and existing client accounts, with both office-based and online training provided. This encompasses handling business sourced both internally and externally from the group, with a specific emphasis on enhancing their position in the market. Key responsibilities include taking ownership and accountability for life science activities within the business, supporting management and the team in driving business growth and development. This entails delivering on set goals, such as increasing annual turnover and ensuring exceptional service delivery to clients and members.

Key responsibilities:

• Developing and nurturing client relationships.
• Organizing and participating in meetings.
• Assisting clients in articulating their insurance needs.
• Conducting research on insurance policies and products.
• Negotiating policy terms and pricing with insurers.
• Clarifying policy terms for clients.
• Facilitating insurance coverage with providers.
• Maintaining comprehensive digital records.
• Compiling reports for underwriters.
• Guiding clients through the claims process.
• Addressing client inquiries verbally and in writing.
• Establishing new business accounts.
• Managing policy renewals and modifications.
• Handling intricate business transactions.
• Analyzing and summarizing performance data.
• Assisting in team management and development.

Tasks outlined above are not exhaustive, and there may be additional responsibilities assigned as your role progresses within the organization and aligns with its broader business goals.

Experience:

• Demonstrates ambition and determination to progress within the organization.
• Previous experience in the insurance brokerage or company setting.
• Exceptional communication abilities.
• Confidence in negotiating effectively.
• Strong aptitude for time management.
• Ability to make data-driven decisions.
• Proficient analytical skills.
• Commitment to accuracy and meticulous attention to detail.
• Interpersonal proficiency.
• Clear and articulate verbal and written communication.
• Polished telephone etiquette.
• Proficiency in IT, including Microsoft and database applications.
• Organizational skills and efficiency in personal workflow.
• Commercial awareness.
• Capability to work autonomously and collaboratively within a team.
• Adeptness in handling pressure situations and meeting deadlines.
• Comfortable managing complex business scenarios.
• Commitment to supporting the development of colleagues.
• Familiarity with or experience in working within an FCA regulated environment.

If you have the relevant experience or know someone that does please contact me now on or email me at