Commercial Account Handler

Commercial Account Handler

Overall objectives:
We are a local, successful and growing company and as a result of our growth plans have an immediate and new opportunity for a Commercial Account Handler to join the team.


Fiveways Insurance is a long-established family owned and run business operating out of the market towns of Newport (Shropshire) and Stafford. With excellent career prospects as well as first class learning and development, this position would suit somebody with established experience as an Account Handler, gained in an Insurance Broking environment.


The successful candidate will be tasked with handling new business enquiries along with handling renewals, and mid-term adjustments across a range of commercial insurance product lines, whilst managing and handling the business in an efficient, compliant manner.


Responsibilities will also extend to working as part of a team and helping handling of some personal lines insurance queries, changes, adjustments and new business enquiries.


If you want to work within a small, vibrant, busy, friendly team then this is the role for you.


Duties and responsibilities:

  • To carry out client meetings to assess their individual needs, both in person and over the phone.
  • Present risks to insurers in an appropriate and compliant manner.
  • Report to the client with full recommendations of cover and insurance programmes.
  • Providing compliant day to day servicing and administration of client insurance requirements in a timely, technically accurate and cost-effective manner.
  • Processing all correspondence, new business enquiries, adjustments and renewals, using industry standard software systems.
  • Ensuring all post, email and diary activity is processed, maintained and completed in line with internal service standards.
  • Ensure that the company procedures and processes are followed.
  • To advise on and handle Business and Individual clients insurance requirements and to manage own workload professionally and efficiently.
  • To generate new business enquiries and to handle existing client renewals
  • To work as part of a small team, with front of office, face to face contact with clients.


Essential requirements:

To be considered for this role, you will:

  • Have previous experience in an Account Handler role.
  • Driven to provide exemplary customer service
  • Ideally be qualified at least to Cert CII level
  • Good all round knowledge of insurance products and covers and be able to give technical advice to clients in an easy to understand manner.
  • Be experienced in using IT systems, Broking systems (preferably Acturis) and Microsoft Office package
  • The ability to work to a high level of accuracy in numeracy, literacy and data input
  • Have good attention to detail
  • Have the ability to successfully work as part of a team and support others
  • Have good communication skills
  • Regulation and compliance focussed



Salary / Package

Competitive salary depending on your level of experience and qualification.

Company Pension Scheme

Employment Assistance Benefits

Working hours will be Monday – Friday, 09:00-17:00 based from our Newport office.

Full and ongoing training and development.

24 days holiday a year plus bank holidays.


To apply, please complete your details below and submit a covering letter and CV

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