Insurance Account Executive

Job description

The Commercial Lines Account Handler is responsible for supporting business clients with their insurance needs, ensuring all policies are managed accurately and efficiently. We are searching for someone who enjoys problem-solving, teamwork, and working in a structured, professional environment.

Responsibilities

• Manage day-to-day servicing of commercial insurance accounts, including renewals, policy adjustments, and general enquiries

• Provide clients with information and recommendations on cover options suited to their business needs

• Work closely with insurers to obtain quotations and negotiate terms

• Prepare and issue policy documentation, ensuring accuracy and compliance at all times

• Support clients with claims by liaising between them and insurers when required

• Keep detailed and accurate client records within internal systems

• Collaborate with team members to achieve department goals and maintain service standards

• Ensure all tasks are completed in line with company procedures and regulatory guidelines

• Handle additional administrative duties as needed to support the wider team

Skills and Experience

• APA in Insurance

• Previous experience in an insurance, customer service, or administrative role within a business environment

• Confident communicator with the ability to explain insurance terms clearly and professionally

• Good numerical and analytical skills for reviewing policy terms and pricing

• Highly organised with strong attention to detail and accuracy

• Comfortable managing multiple client accounts