Commercial Account Handler

Heat Recruitment
11 May 2017
10 Jun 2017
Contract Type
Full Time

Commercial Account Handler

Location: Oxford

Salary: £20,000 - £25,000

A reputable broker have identified the need to hire a Commercial Account Handler to ensure that the team continues to deliver and succeed within the market.

You will be tasked with servicing their Commercial Clients as well as dealing with any MTAs. The company guarantees each employee a stable environment and the opportunity to develop their business skills. You will receive a fantastic package along with training and the chance to develop with the business.


To work with the clients to maintain accurate data e.g. membership/products and services information/claims/financial data; and to obtain information for other team members which they can pass on to clients paying attention to cross referencing and checking details.

To produce and maintain accurate and complete documentation /correspondence in a compliant manner with time-scales

Respond to clients and sales executive/Consultant/Financial Planners queries in a timely manner and accurately by using and amending standard letter, writing clearly, concisely and professionally.

To answer the phone in a professional manner that aims to build rapport with clients, providers and colleagues.

To prioritise workload and client requests

To ensure all business activity is logged to ensure revenue is accurately recorded and documented.

Deal with renewals, MTA's and any other customer service enquiries


Experience within a Commercial broker would be advantageous

Good Customer service skills

Job Title Synonyms: Account Handler, Broker, Commercial Broker, Client Adviser, Client Advisor

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.