Commercial Account Handler

Lawes Consulting Group
Colchester, UK
23 May 2019
28 May 2019
Contract Type
Full Time
Job Title - Commercial Account Handler
Contract - Permanent
Salary - £20,000 - £26,000
Location - Essex
Industry - Insurance Brokerage (Insurance, Broker, Broking, Commercial, Property)


A great opportunity within an established brokerage as a Commercial Account Handler has arisen, with offices located throughout the UK. Our client aims to provide clients with a high quality, personal service supported by the professionalism and expertise of being in the market for many years. This forward thinking organisation who provide a comprehensive range of insurance to a broad cross-section of commercial clients.

Duties will include:-
Brief description of the general nature of the job
·To service the insurance needs of our existing customers within the Business Direct Team, providing quality customer care, ensuring that documents are obtained and despatched promptly and all issues raised by the Client are effectively dealt with.
·To support management and colleagues throughout the company, in their endeavours to achieve and surpass targets and provide a first-class service at all times whilst adhering to all FCA principles and the specific requirements of:

-Treating Customers Fairly
-Contract Certainty
-Conflict of Interest

·Ensure that all laid down written company procedures are followed.
·Answering telephone calls promptly and effectively dealing with all enquiries in a professional and efficient manner.
·Processing incoming post allocated within 48 hours of receipt.
·Dealing with Client enquiries within 24 hours of receipt or as otherwise agreed with Client.
·Telephoning/e-mailing/faxing clients, Insurers, Third Parties and other associated persons or businesses to effectively, professionally and efficiently resolve Insurance issues on behalf of our clients.
·Dictating and generating system correspondence to Clients, Insurers, and Third Parties, to complete transactions in accordance with Client, Insurer and Company requirements.
·Notifying Insurers of changes and of new cover issued in the appropriate manner and within the appropriate time scales.
·Obtaining and submitting completed Client documentation to Insurers promptly.
·Processing, checking and dispatching policy documentation to Clients.
·Processing mid-term adjustments allocated.
·Issuing Renewal Review Notices and documentation, process renewals and deal with the issues emanating from the renewal process.
·Updating computer records following changes or amendment to risk details.
·Re-broke risks obtaining alternative quotations at least 7 days prior to renewal date.
·Issuing Renewal Review Notices and documentation and dealing with the issues emanating from the renewal process.
·Pursuing and securing, outstanding, renewal premiums utilising the renewal chaser list, where appropriate.
·Ensuring cover is maintained or extended as appropriate by issuing cover-notes and taking action prior to policy expiry or as required.
·Creating new policy computer records for any new risks allocated.
·Processing Premium Credit applications for renewals, new business and mid-term premium adjustments.
·Pursuing and securing outstanding debts from debtors list and personal diary.
·Maintaining an up to date daily diary system, taking effective steps to conclude outstanding issues.
·Dealing with any overflow new business quotations, or enquiries, allocated by the Departmental Manager.
·Comply with all laid down Company procedures, FCA compliance requirements and most specifically the company complaints procedure.
·To work in line with Company best practice and FCA legislation.
·To ensure and work towards company objectives that will provide towards the delivery of agreed departmental strategy and team goals by adding value to the company overall

Key tasks/skills:-

·Able to use own initiative
·Ability to work as a team player
·Practical working knowledge of current FCA regulations
·Experience of adhering to and maintaining systems and procedures
·Excellent interpersonal skills, including the ability to consult and influence at all levels
·Excellent communication skills, written and verbal
·Ability to develop effective working relationships externally and internally
·Personal effectiveness, including time management and priority setting
·High personal drive and resilience
·Ability to persuade, motivate, negotiate and influence
·Continuous application of personal/professional development


·1-2 years insurance experience
·Commercial Property insurance experience
·25 days holiday
·Life Assurance (4 x salary)
·Group Income Protection
·3% Employer Contributory Pension
·Discretionary Annual Bonus Scheme
·Professional Study Support
·Gym membership subsidy
·Cycle to Work Scheme
·Childcare Voucher Scheme
·Annual Season Ticket Loan

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

To view all Current Vacancies or for more information on our Refer a Friend scheme, contact one of our consultants or visit our website

Please Note: Due to the sheer volume of applications we receive, we will only contact successful applications. Therefore if you have not heard from us within 10 working days please deem your application as unsuccessful.

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