Commercial Account Handler (Insurance)

We’re recruiting for an experienced Commercial Account Handler to join an established and supportive team based in Winchester. This is a great opportunity for someone with commercial insurance experience who enjoys building long-term client relationships and managing an existing portfolio.

The Role

You’ll be responsible for managing a portfolio of commercial clients. Importantly, there is no new business target for this role. The focus is on providing excellent service, managing renewals and mid-term adjustments, and developing strong, long-term relationships with existing clients.

Key Responsibilities

• Manage an established portfolio of commercial insurance clients.
• Handle renewals from initial preparation through to completion.
• Manage mid-term adjustments and client queries efficiently.
• Prepare and present appropriate insurance solutions to clients.
• Build and maintain strong, long-term client relationships.
• Ensure client records and documentation are accurate and up to date.
• Provide a high standard of customer service and manage complaints appropriately.
• Ensure all activity is carried out in line with FCA regulations and industry requirements .
• Maintain a strong understanding of Consumer Duty, Treating Customers Fairly (TCF) and relevant FCA requirements.
• Keep up to date with market developments, client industries and insurance products.
• Work closely with internal teams, including Accounts and Claims.
• Contribute to improving processes and supporting the wider team.

About You

Commercial insurance experience is essential.

We’re looking for someone who has:

• Experience managing commercial insurance accounts.
• Strong knowledge of the insurance market and client requirements.
• Excellent communication and relationship-building skills.
• Strong organisational and administrative abilities.
• Good attention to detail and a high level of accuracy.
• A strong understanding of FCA requirements and compliance.
• The ability to manage a portfolio independently while working effectively within a team.
• A professional, client-focused and proactive approach.
• A CII qualification or progress towards the Certificate in Insurance would be advantageous.

Working Arrangements

The role is primarily office-based in Winchester , with the flexibility to work one day per week from home . The four office days can be agreed with the successful candidate.

Ideally, we’re looking for someone who enjoys working within an office environment and being part of a collaborative team.

• Holiday: 25 days per year
• Pension: Auto-enrolment pension

If you're an experienced Commercial Account Handler looking for a role focused on client relationships and account management, without the pressure of a new business target, we'd love to hear from you.