Commercial Account Handler

Butterworth Spengler South West Ltd; Liverpool; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading insurance brokerage firm in Liverpool seeks a Commercial Account Handler to effectively manage insurance quotations and policies. The role demands strong experience in commercial lines insurance, regulatory compliance, and exceptional customer service abilities. This full-time position offers competitive salary, hybrid working options, and various benefits including a company pension scheme.

Benefits

Competitive salary

Hybrid working options

Free parking

Company pension scheme

Generous holiday entitlement

Qualifications

• Previous experience as an Account Handler in a broking environment.
• Working knowledge of commercial insurance products.
• Experience adhering to FCA compliance.
• Strong time-management skills.

Responsibilities

• Prepare quotations, renewals, and endorsements effectively.
• Manage existing commercial insurance policies.
• Work closely with a Commercial Account Executive.
• Maintain high customer service and care standards.

Skills

Previous experience in a similar role

Knowledge of commercial lines insurance

Strong administration skills

Exemplary communication skills

IT proficiency with MS Office products

Tools

Acturis

Job description

Commercial Account Handler - Butterworth Spengler Insurance Brokers

Butterworth Spengler offer our clients a unique blend of experience, knowledge and expertise to deliver effective insurance solutions with a dynamic and professional approach. Established in 1924, Butterworth Spengler are now part of the JMG Group, a private‑equity‑backed insurance broking group and a top 30 UK broker who place over £380m of Gross Written Premium into the market annually.

We believe in providing an unrivalled level of service to all our clients. When you become part of our team, your commitment will be rewarded with a clear career path, a market‑leading salary and a comprehensive benefits package.

We work with businesses and private clients in Liverpool and across the UK. We’ll ask all the right questions so that we thoroughly understand our client’s business to find them the right insurance for their needs.

Opportunity

As a Commercial Account Handler you will accurately prepare quotations, renewals and endorsements. You will also go to market and place both new and existing business within the relevant regulations and company procedures. You will effectively and efficiently administer and service the insurance requirements for potential and existing customers across a wide range of specialist commercial insurance products. Our Account Handlers ensure that a quality service is provided to all clients in accordance with their needs and requirements.

Key duties

• Ensuring accuracy, efficiency and professionalism when dealing with both clients and insurers in all aspects of the role.
• Managing existing commercial insurance policies including commercial combined, property, liability and fleet plus others.
• Completing premium financing arrangements.
• Working closely with a dedicated Commercial Account Executive.
• Advising clients on existing products in accordance with their needs.
• Ensure bad debt queries are dealt with efficiently and in line with company procedure.
• Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices.
• Handle any complaints in accordance with regulation, the Company’s Conduct Policy.
• Take part in tailored learning, training and assessment courses and identify further areas for own development as required.
• Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times.
• Develop and maintain a professional working relationship with all clients and provide expert product advice and guidance.

What we’re looking for

To be successful in the role, you must have the following skills.

• Previous experience gained from working as an Account Handler in a similar broking environment.
• Working knowledge of most commercial lines insurance products.
• Experience of working to high standards and FCA Compliance.
• Strong administration skills, coupled with a very keen eye for detail.
• Ability to prioritise and organise own workload to ensure deadlines are met.
• Numerical accuracy.
• Exemplary communication skills, in person, on the phone and via email.
• Strong time‑management skills, with the ability to meet deadlines.
• IT proficiency with the use of most MS Office products and ideally.
• Acturis experience.
• Regulatory and compliance awareness.

What we offer

• Competitive salary commensurate with level of experience.
• Hybrid working options considered following training & probation completion.
• Free parking.
• Company Pension scheme.
• Generous holiday entitlement & Birthday off.

Seniority level

Not Applicable

Employment type

Full‑time

Job function

Sales, General Business, and Administrative

Industries

Insurance and Insurance Agencies and Brokerages