Commercial Account Handler 

Job Description 

To offer a complete insurance service to existing and potential new customers, for commercial risks. This will involve providing quotations on all types of commercial insurance via the telephone, face to face or in writing, placing cover when instructed, inviting and confirming renewals, dealing with mid-term adjustments and providing assistance in claims issues when appropriate.

  • Commercial insurance experience required;
  • Experience within a broking environment;
  • Excellent communication skills and relationship building;
  • CII qualification preferable but not essential.

Location: NG2 Business Park, Nottingham

Salary: Negotiable depending upon experience  

Hours: Mon - Fri 9-5pm

Holidays: 25 days + bank holidays, attractive pension & further benefits offered.

Duties and Responsibilities

  • Provide new business quotations for all classes of commercial insurance on request, providing relevant advice, information and guidance.
  • Take instructions from new clients, ensuring cover commences at the correct time, all relevant paperwork is completed, premium is collected and relevant records and diary entries are created.
  • Take instructions from existing customers in respect of alterations to existing policies, ensuring insurers are notified and records updated.
  • Offer renewal of existing clients’ policies with existing insurer or move to new insurer, as appropriate. In each case, ensure relevant paperwork is completed, premium is collected and relevant records and diary entries are created.
  • Check thoroughly all client documentation before despatch, ensuring queries are raised and amendments completed.
  • Control your own diary system, ensuring all items are followed up by the due dates, particularly in relation to outstanding documentation from clients or insurers, premium payments and survey matters.
  • Assist customers with enquiries relating to claims, either by direct involvement with the insurer concerned if appropriate, or providing contact names and telephone numbers for customer own direct contact.
  • Filing of all records on a daily basis.
  • Assisting with claims administration where necessary.
  • Provide back up to the Department Manager in performing the daily and operational routines of the Company’s computer system.
  • Any general duties that may be required by your Manager in accordance with the nature of this job.


The job requires a thorough knowledge of:

  • The FCA ICOB Regulations.
  • The range of Commercial insurance products offered by the Company and the handling procedures for each of them.
  • All of the company’s computer systems, procedures and authority, including EDI as these are appropriate to your duties.
  • Insurance principles as they apply to General Insurance, particularly in relation to insurable interest, utmost good faith, indemnity, contribution, average and subrogation.
  • The Company’s Complaints Procedure.

The job requires knowledge of:

  • Relevant sections of the Health & Safety Law & Liability Law as applicable to Commercial insurance.
  • Rehabilitation of Offenders, Disability Discrimination and Race Relations Acts.
  • The Data Protection Act. · Requirements of money laundering legislation.

If you are interested in this role and feel you have the relevant skills and experience, please send your full CV and cover letter, including details of your current and desired remuneration to:

Natalie Palmer, email: nataliep@jrt-insurance.co.uk