Commercial Account Handler
Key role information
  • Date added: 26-02-24
  • Hours: Monday to Friday 9am to 5:30 pm
  • Wage: £27 000 to £32 000 p/a
  • Sector: Commercial
  • Location: Ossett
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An exciting opportunity...

Commercial Account Handler

Juice Personnel Ltd are excited to be recruiting Commercial Account Handler for our client an Independent Business & Lifestyle Insurance Broker, based in Ossett.

The role is responsible for generating revenue and enhancing the profitability of the business by ensuring full FCA compliance in all aspects of commercial insurance. The primary focus is on delivering a quality service that aligns with the needs and requirements of clients.

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The Role

  • Ensure accuracy, efficiency, and professionalism in dealings with clients and insurers, covering new business, renewals, mid-term adjustments, claims, queries, premium financing arrangements
  • Ensure full compliance with FCA regulations and company procedures, as outlined in the Conduct Policies and Guides to Best Practice
  • Handle complaints in accordance with regulations, the Company’s Conduct Policy, and Guide to Best Practice
  • Conduct learning, training, and assessment exercises in line with the individual T&C scheme. Identify areas for personal development as required
  • Maintain a high level of customer service and promote exceptional customer care standards.
  • Develop and maintain professional working relationships with clients, providing expert product advice and guidance
  • Actively secure renewal business by re-broking existing business for the most suitable and cost-effective cover
  • Promote and increase the use of in-house premium finance from insurer schemes
  • Support the Account Executive with duties as required
  • Ensure all Key Performance Indicators are achieved in compliance with FCA regulations
  • Adhere to the company’s Guides to Best Practice, ensuring a full understanding of relevant subjects such as commercial and consumer business, consumer credit, complaints, contract certainty, errors & omissions, training and competence, conflicts of interest, treating customers fairly, whistle-blowing, financial crime, data security, and record-keeping
  • Ensure compliance with company employment policies, Individual Conduct rules, and Conduct policies
  • Take responsibility for meeting the reporting requirements of the FCA where appropriate
  • Perform regular file and sales audits to ensure staff adherence to FCA compliance
  • All employees are responsible for engaging with senior management to ensure consistent fair treatment of customers, observing all TCF procedures
  • Conduct learning, training, and assessment exercises according to the T&C scheme
  • Attend supervision sessions, team and management meetings, and in-house and external training courses as agreed
  • Develop and maintain effective relationships with insurers and underwriters for the benefit of the company and its clients
  • Comply with the administration requirements of any given insurer
  • Assimilate all company literature circulated by the firm or its agencies
  • Follow the Health and Safety manual, keeping the office clear and presentable
  • Undertake any other reasonable duties as directed by your line manager

About You

  • Working knowledge of most commercial insurance products
  • Experience as an Account Handler in a similar broking environment
  • Experience working to high standards of FCA compliance
  • Attention to detail
  • Confident communicator
  • Building strong relationships
  • IT skills including use of insurance IT systems (e.g., Acturis, Open GI, Microsoft products)
  • Organisational skills
  • Willingness to work towards Cert CII
  • Satisfy all pre-employment checks required for the role, including criminal records and credit check
  • Evidence of CPD records
  • Minimum of 5 years' experience in commercial insurance


  • Free parking
  • Employee discounts

Frequently Asked Questions

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    Juice Personnel is a reputable recruitment agency with over 60 years of combined professional experience among our consultants. Our in-depth market knowledge is second to none, and our links with local businesses cover the whole of West Yorkshire, giving us access to hundreds of available opportunities. We will fully manage your application and can offer advice, guidance, or a friendly chat should you need us to!

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    We receive hundreds of CVs daily, so it’s physically impossible to reply to every candidate. We reach out to as many people as possible, but we state in our adverts that if we haven’t contacted you within 48 hours, you can assume your CV wasn’t shortlisted. If in doubt – pick up the phone. We’re always happy to talk about recruitment.