Commercial Account Handler

Are you an experienced insurance professional looking for your next opportunity? We're recruiting on behalf of a growing, people-focused organisation seeking a Commercial Account Handler to join their commercial insurance team.

This is an excellent opportunity to join a collaborative business that values its people, invests in development, and is committed to delivering an exceptional customer experience.

The Role

As a Commercial Account Handler , you'll work closely with Account Executives to manage and service commercial insurance accounts, ensuring clients receive a professional, responsive, and high-quality service. You'll be responsible for maintaining strong relationships with insurers, supporting policy administration, and ensuring all work is completed accurately and in line with regulatory requirements.

Key Responsibilities

• Support Account Executives with the day-to-day servicing of commercial insurance accounts.

• Manage policy administration, renewals, mid-term adjustments, and client documentation.

• Build and maintain strong relationships with insurers and negotiate where appropriate.

• Apply technical insurance knowledge to support client enquiries and policy requirements.

• Ensure accurate client records, invoicing, and data management.

• Maintain compliance with FCA regulations and internal procedures.

• Develop positive working relationships with colleagues and stakeholders.

• Demonstrate professionalism, integrity, and a customer-first approach in all interactions.

• Take ownership of your professional development and maintain Continuing Professional Development (CPD).

About You

We're looking for someone who has:

• Previous experience as a Commercial Account Handler or within a similar commercial insurance broking role.

• A good understanding of commercial insurance products, policy wordings, underwriting, claims, and broking processes.

• Knowledge of FCA regulations and industry compliance standards.

• Experience using Acturis (Advantage experience would be beneficial).

• Strong communication and relationship-building skills.

• Excellent organisational skills with the ability to manage competing priorities.

• A high level of accuracy and attention to detail.

• Confidence using Microsoft Office applications.

• A proactive, team-oriented attitude with a commitment to delivering outstanding customer service.

Qualifications

• Cert CII qualified or working towards achieving this qualification is desirable.

What's on Offer

• Opportunity to join a growing and forward-thinking organisation.

• Supportive and collaborative working environment.

• Ongoing training and professional development.

• Career progression opportunities.

• Competitive salary and benefits package.

If you're an experienced Commercial Account Handler looking to take the next step in your career and join a business where your expertise is valued, we'd love to hear from you.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.