Commercial Account Handler/Executive

Job title: Commercial Account Handler/Executive

Salary: £50,000

Location: Oxfordshire

PURPOSE OF ROLE 

We are looking for an experienced and detail-oriented Commercial Account Handler to join our client’s dynamic team. In this role, you will be responsible for managing and servicing a portfolio of commercial insurance clients, including those with fleet policies, ensuring their needs are met with tailored insurance solutions. You will play a key role in maintaining strong client relationships and providing expert guidance on insurance products and policies.

RESPONSIBILITIES 

• Manage and service a portfolio of commercial insurance clients, ensuring high levels of customer satisfaction
• Collaborate with underwriters, insurers, and brokers to negotiate and secure the best coverage options for clients
• Provide expert advice on fleet insurance products, commercial vehicle coverage, policy terms, and risk management solutions
• Prepare and process renewals, endorsements, and adjustments accurately and efficiently
• Ensure compliance with industry regulations and company policies
• Handle client queries, resolve issues promptly, and provide professional support
• Assist in the development of new business opportunities through referrals and cross-selling additional products

DAY-TO-DAY 

• Gathering necessary information for policy renewals and adjustments
• Liaise with insurers to obtain competitive quotes and ensure policies are placed efficiently
• Maintain accurate client records and documentation within internal systems
• Identify opportunities for policy enhancements and risk management improvements for business vehicle fleets
• Support business development activities through proactive client engagement and relationship management

EXPERIENCE 

• Understanding of motor fleet insurance trends, claims handling processes, and risk mitigation strategies
• Demonstrated success in managing client relationships and delivering high-quality insurance solutions
• In-depth knowledge of fleet insurance policies, commercial auto coverage, and risk assessment for business fleets

SKILLS 

• Excellent negotiation and problem-solving skills
• Strong communication and interpersonal skills with a client-focused approach
• Strong analytical and decision-making abilities
• Exceptional organisational skills and attention to detail
• Ability to work efficiently under pressure and meet deadlines

If you have the relevant experience or know someone that does please contact me now on 07458 162 847 or email us at admin@lawesgroup.co.uk