Commercial Lines Account Handler


North West: Greater Manchester, Cheshire.


£18,000 - £22,000

Job Reference


Job Profile

South Manchester Insurance Brokerage actively seeking an experienced Commercial Lines Account Handler to join an existing team.  The role is to provide support to commercial lines insurance clients to ensure conversion of new business, service of existing accounts and retention of renewals to achieve company income targets.

Main tasks include:

Respond to enquiries from clients, brokers and underwriters in a courteous and helpful manner and ensure that all information required by clients or underwriters is obtained and communicated.

To make outbound calls to clients about new enquiries, chasing outstanding quotes and offering renewal quotations where applicable.  Call volumes will need to be an acceptable level as confirmed by the Sales Manager.

Complete the key task of "fact finding" to identify clients' requirements and to provide a quotation to fulfil their needs.

Using the information gathered, determine which insurers will provide the most competitive rates for the covers required.

Obtain quotations, communicate quotations, advising the most appropriate in terms of price and cover to meet the client's needs. Discuss any "additional" covers to ensure that all insurance requirements are satisfied.

On quote acceptance, issue written confirmation, providing full details of cover, enclosing proposal(s) for completion and the "Terms of Business" document.

Issue invoices and policy documents and update client records.Share responsibility for dealing with any actions attaching to existing clients on mid-term adjustments and claims and will occasionally refer to senior colleagues.

Maintain the system for raising renewals, manage the departmental diary system and produce renewal documentation.

Scrutinise new business documents received from insurers and pass to Administration section for processing.

Handle referrals from the Administration section in respect of renewals, where appropriate.

Ensure that the paper files and system records are created for new business and updated following all client contacts.

Applicant Requirements

Candidates must have: commercial insurance experience and a comprehensive knowledge of commercial insurance products; fluency and confidence in dealing with customers over the phone; ability and flexibility to work as part of a team and ability to negotiate with insurers.


Richard Townsend
Tel: 0161 839 4199 Mon to Fri 8.30am - 5.30pm.

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