Insurance Account Handler

Commercial Insurance Account Handler – Part time Considered

Location: Lichfield (Office-Based)

Salary: Competitive / Negotiable depending on experience + Benefits

Hours: Full-Time or Part-Time considered (Flexible working options available)

About the Role

Are you an experienced Commercial Insurance Account Handler looking for a flexible role closer to home? We are seeking a talented Cross-Class Commercial Account Handler to join our established team in Lichfield.

Whether you are looking for full-time stability or flexible part-time hours to support work-life balance, we would love to hear from you. You will manage a diverse portfolio of commercial clients across various product lines, handling new business, mid-term adjustments (MTAs), and renewals.

Key Responsibilities

• Account Management: Manage a broad portfolio of cross-class commercial clients through the full policy lifecycle (Renewals, New Business, and MTAs).

• Cross-Class Broking: Place and service a wide variety of risks, including:

o Commercial Combined & Property

o Fleet & Motor Trade

o Financial Lines (D&O, Professional Indemnity, Cyber)

o Agricultural & Farming risks

• Client & Underwriter Liaison: Build and maintain strong relationships with insurers, underwriters, and clients to secure optimal cover and competitive terms.

• Documentation & Administration: Prepare professional client documentation, summaries, and market presentations in accordance with FCA guidelines.

What We Are Looking For

• Commercial Experience: Proven background as a Commercial Account Handler within an insurance broking environment.

• Cross-Class Knowledge: Solid understanding of general commercial covers, including Commercial Combined, Fleet, Financial Lines, and ideally Agricultural/Farming risks.

• Full Lifecycle Experience: Hands-on experience dealing with New Business quotations, Mid-Term Adjustments, and Renewal retention.

• Communication Skills: Exceptional communication, negotiation, and client relationship management skills.

• Certifications: Cert CII qualified (or progress towards) is advantageous.

What We Offer

• Flexible Working: Part-time hours and flexible working patterns considered for the right candidate.

• Competitive Salary: Highly competitive salary package tailored to your experience level.

• Career Development: Support towards professional qualifications (CII/Dip CII).

• Benefits Package: Pension scheme, generous holiday allowance, plus extra company benefits.

How to Apply

If you are an experienced Commercial Account Handler looking for a rewarding role in Lichfield with true flexibility, click Apply