Commercial Account Handler

  Underwriting, Broking, Claims

  West Yorkshire

  £35,000

Reference: HH/RF-13335

I am working with a well-respected insurance brokerage based in West Yorkshire who are seeking an experienced Commercial Account Handler to join their growing team. You will play a key role in servicing a portfolio of commercial SME clients, providing professional and efficient support with renewals, mid-term adjustments, and general insurance administration. Key Responsibilities

Manage the full renewal process for commercial insurance clients, including preparation of renewal documentation and liaison with insurers and clients.

Handle mid-term adjustments (MTAs), ensuring prompt and accurate processing.

Provide day-to-day servicing and support for a portfolio of SME clients.

Respond to client queries in a timely and professional manner.

Liaise with insurers and underwriters to negotiate competitive terms and resolve queries.

Maintain accurate client records using the CRM/insurance system.

Issue documentation including policy schedules, endorsements, and invoices.

Ensure all compliance and regulatory requirements are met.

Support Account Executives in the preparation of presentations and reports.

Assist with claims notification and tracking where required.

 

Please contact Morgan Whittaker-Beecroft to apply or discuss:

mwhittakerbeecroft@harrisonholgate.com

07769398390



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Morgan Whittaker-Beecroft

Morgan Whittaker-Beecroft

020 7702 0200