Senior Commercial Account Handler

Location: Leeds

PURPOSE OF ROLE

The ideal candidate will have strong interpersonal skills, excellent trading abilities, and a commitment to maintaining regulatory compliance.

• Liaise with clients on broking, processing, and daily insurance administration.
• Support business strategy for income growth and retention.
• Provide insurance advice and negotiate with underwriters.
• Advise clients on risk management and develop mitigation strategies.
• Maintain networks and stay updated on market trends.
• Ensure adherence to business and renewal timelines.
• Collaborate with senior brokers and account executives on new business and renewals.
• Build and maintain relationships with key market partners.
• Support less experienced staff and coordinate with the claims department.
• Conduct regular reviews to improve systems and processes.
• Stay informed on external changes and assess their impact on the role.

• Professional qualification (DIP or working towards professional qualifications).
• Excellent collaboration and teamwork abilities.
• Effective relationship management (Internal & External).
• Exceptional written and verbal communication.

• Strong interpersonal and communication skills.
• Flexibility and adaptability to change.
• Strong trading and organisational skills.
• Knowledge of insurance distribution, claims handling, and complaints management.
• Understanding of relevant laws governing insurance distribution and business ethics standards.
• Necessary financial competence.

• Interacting with clients and underwriters.
• Collaborating with team members on business strategy and development plans.
• Maintaining relationships with market partners.
• Providing support and guidance to less experienced staff.
• Conducting reviews on systems and processes.

• Previous experience in a similar corporate broking role.
• Proven success in providing professional insurance advice and negotiating with underwriters.
• Strong track record of maintaining client relationships and upholding regulatory accountabilities.
• Experience in assessing customer needs and staying informed about the insurance market.
• Knowledge of Acturis a plus

If you have the relevant experience or know someone that does please contact me now on 07458 162 859 or email us at