Commercial Account Handler

Job title: Commercial Account Handler

Salary: Negotiable + Benefits

Location: Newcastle – Upon – Tyne

PURPOSE OF ROLE

Our client, located in the Newcastle – Upon – Tyne area, is looking to add a Commercial Account Handler to their team.

The role is designed to support clients with their day-to-day needs — including mid-term adjustments, document queries and renewal reviews — while also helping our Account Executives with renewal preparation and new business quotations. You’ll play a key part in keeping workloads balanced across the team, helping to ensure clients continue to receive the high level of service they’re used to.

RESPONSIBILITIES

• Assisting clients with renewals and new business quotations, managing relationships with key stakeholders and delivering outstanding service
• Proactively building a pipeline of referrals from existing clients to generate new business
• Working with clients to review and develop their cover, ensuring they have the right level of protection
• Liaising with the broking and support teams to ensure all documentation is accurate
• Negotiating with Underwriters as required to secure the best available terms
• Working in a compliant and timely manner across all cases
• Helping to achieve retention levels and income targets
• Working with the regional management team to support business objectives and the development of colleagues

DAY-TO-DAY

• You’ll join a close-knit, highly motivated team that looks after each other as well as its clients
• A negotiable basic salary is on offer, alongside a full benefits package including holiday, pension and death in service cover
• Flexible benefits and access to the annual share save scheme become available after probation
• Full support, including funding, is provided for professional qualifications after probation

EXPERIENCE

• Ideally2+ years’ experience within an Account Handling role
• Ideally Cert CII qualified, or working towards this, with ambition to progress within a client-focused organisation
• Previous experience using Acturis is highly beneficial

SKILLS

• Strong written, verbal and video communication skills
• Strong interpersonal and stakeholder management skills
• Excellent organisational and IT skills, with a keen eye for detail
• Able to interpret policy wordings and draw accurate conclusions
• A full driving licence would be beneficial for future client visits

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