Senior Commercial Account Handler
Descrizione del posto
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Senior Commercial Account Handler – Wakefield
Salary - £45,000 - £55,000 plus benefits
Cameron James is currently recruiting for an experienced Senior Commercial Account Handler to join a well-established and growing Wakefield based insurance brokerage. This is an excellent opportunity for an experienced, technically strong commercial handler who enjoys managing client relationships, supporting Account Executives, and delivering a high level of service to commercial clients.
Working as part of a collaborative broking team, you will manage a varied portfolio of commercial clients, handling renewals, mid-term adjustments, and new business support across a range of commercial insurance products.
Key Responsibilities:
• Manage and service a portfolio of commercial insurance clients
• Handle renewals from start to finish, including preparing renewal reports and presentations
• Obtain quotations and negotiate terms with a panel of insurers
• Process mid-term adjustments, policy documentation, and endorsements
• Provide technical advice on commercial combined, property, liability, and fleet policies
• Support Account Executives with new business and client relationship management
• Ensure work is completed in line with FCA regulatory requirements
Skills & Experience:
• Minimum 5 years’ experience within a commercial insurance broking environment
• Strong knowledge of commercial lines insurance
• Experience managing client renewals and day-to-day servicing
• Confident liaising with insurers and negotiating terms
• Excellent client service and relationship management skills
• Experience using Acturis or similar broking systems (desirable)
• CII qualified (preferred)
What’s on Offer:
• Competitive salary depending on experience
• Support with CII qualifications and professional development
• Clear progression opportunities within the commercial team
Please click on the link to apply and Neil Murphy from Cameron James will be in touch
Competenze chiave estratte
La nostra IA ha analizzato l'offerta per identificare le competenze richieste.
I nostri consigli per candidarsi
5 recommandations générées par notre IA pour maximiser vos chances.
⭐ Lead your Personal Statement with 'commercial insurance broking' and 'FCA compliance' — the advert flags both as central requirements in the Skills & Experience section.
📊 Quantify your client portfolio: e.g. 'Managed a portfolio of 120 commercial clients with GWP exceeding £1.2M, achieving 92% renewal retention rate'.
🎯 Explicitly name Acturis on your CV if you have used it — the advert lists it as desirable and it is the dominant broking platform; even basic proficiency should be highlighted.
📋 List each commercial lines class you have handled (commercial combined, property, liability, fleet) as a dedicated skills row — the advert names all four and ATS systems will scan for exact matches.
🏅 If you hold any CII units or the full Cert CII / Dip CII, place these prominently under a 'Qualifications' section — the advert states CII qualified as preferred and mentions active study support.
Bullets CV suggérés
3 bullets générés par notre IA pour cette offre, alignés sur ses mots-clés ATS.
Ajoutez ces 3 bullets sous votre expérience la plus récente :
- •Managed end-to-end renewal cycle for a portfolio of 110 commercial clients with combined GWP of £900k, achieving a 94% retention rate across a 12-month period.
- •Negotiated commercial combined and fleet terms across a panel of 8 insurers, securing average premium reductions of 7% for 35 clients at renewal whilst maintaining adequate cover levels.
- •Processed 200+ mid-term adjustments and policy endorsements annually within Acturis, maintaining 100% FCA-compliant documentation and zero regulatory breaches over 3 consecutive audit cycles.
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Votre lettre de motivation est prête
Nous avons rédigé une lettre pour Cameron James. Découvrez l'ouverture, puis débloquez la version complète personnalisée.
Aperçu — adapté à Cameron James
Dear Hiring Manager,
Cameron James's search for a Senior Commercial Account Handler at the Wakefield brokerage aligns closely with the work I have been doing for the past six years. My day-to-day centres on managing commercial renewals end-to-end and negotiating terms across insurer panels — precisely the technical depth this role demands. I also hold a solid grounding in commercial combined, liability, and fleet policies, and I operate within FCA regulatory requirements as a matter of course.
My background in commercial insurance broking has seen me service a portfolio of over 100 SME and mid-market clients, preparing renewal reports, processing mid-term adjustments, and supporting Account Executives on new business presentations. I am proficient in Acturis and have used it to manage policy documentation and endorsements efficiently across high-volume renewal periods.
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Domande probabili del colloquio
10 questions générées à partir de cette offre.
Tecniche
- ›Walk us through how you manage a commercial renewal from initial review to binding — what steps do you take and what documentation do you prepare?
- ›How do you approach negotiating terms with insurers on a complex commercial combined risk where the client has had recent claims?
- ›What experience do you have with Acturis, and how have you used it to manage policy documentation and mid-term adjustments?
- ›How do you ensure your work remains compliant with FCA regulations, particularly around client disclosure and treating customers fairly?
- ›Describe your technical knowledge of fleet insurance — what key rating factors do you consider when obtaining quotations?
Comportamentali
- ›Tell me about a time you retained a commercial client who was seriously considering moving to a competitor at renewal.
- ›Describe a situation where you identified a gap in a client's cover that they were unaware of — how did you handle it?
- ›Give an example of a time you had to manage a high volume of renewals simultaneously — how did you prioritise and ensure quality?
- ›Tell me about a time you supported an Account Executive on a significant new business pitch — what was your contribution and the outcome?
- ›Describe a situation where you had to deliver difficult news to a client, such as a significant premium increase — how did you manage the conversation?
Exemples de réponses STAR
Réponses modèles avec la méthode Situation-Tâche-Action-Résultat. À adapter à votre vécu.
Tell me about a time you retained a commercial client who was seriously considering moving to a competitor at renewal.
Give an example of a time you had to manage a high volume of renewals simultaneously — how did you prioritise and ensure quality?