Company: THE SUMMIT GROUP
Job Type: Permanent, FullTime
Salary: £50,000 - £70,000 per annum
Job Purpose:To manage and service a portfolio of large commercial and corporate insurance clients, ensuring the highest level of service delivery. You will act as the main point of contact for day-to-day client servicing, working closely with Account Executives, insurers, and internal stakeholders to manage renewals, mid-term adjustments, and queries effectively and efficiently.
Key Responsibilities:- Manage a portfolio of corporate clients across various industries, typically with premiums exceeding £50k GWP.
- Handle all aspects of client servicing including renewals, MTAs, claims liaison, and documentation.
- Prepare and negotiate renewal terms with insurers and present recommendations to clients.
- Build strong relationships with key insurer partners to secure favourable terms.
- Support Account Executives with client meetings and strategic planning.
- Ensure all client files and documentation are compliant with FCA regulations and internal procedures.
- Identify cross-selling and up-selling opportunities to enhance client value.
- Act as a point of referral and technical support for more junior handlers (if applicable).
- Use broking systems (e.g., Acturis) to maintain accurate and timely records.
Required Skills & Experience:- Proven experience as an Account Handler within a commercial or corporate broking environment.
- Strong knowledge of commercial insurance products, including Property, Liability, Fleet, and Professional Indemnity.
- Excellent attention to detail and ability to manage a busy workload.
- Strong negotiation, communication, and relationship-building skills.
- Good understanding of FCA compliance and TCF principles.
- Experience using insurance software platforms (e.g., Acturis, Open GI, SSP).
- Cert CII qualified or working towards (Dip CII preferred).
Desirable Qualities:- Proactive, client-focused approach.
- Team player with the ability to work independently.
- Commercial awareness and ability to understand clients’ business needs.
- Ability to thrive in a fast-paced, professional environment.
Benefits:- Competitive salary and discretionary bonus
- Hybrid working options
- Full support for professional qualifications (e.g. CII)
- 25+ days holiday plus bank holidays
- Pension scheme
- Life assurance and other core benefits