Job Vacancy - Commercial Insurance Client Handler


Commercial Insurance Client Handler - Burgess Hill / 904178 - £25,000 - £28,000 per annum

Experienced, confident and enthusiastic Commercial Client Handler sought by forward-thinking, award-winning Independent Insurance Broker for a rewarding, challenging and exciting role in Burgess Hill.


Strong technical knowledge of Commercial products, fantastic communicator, bags of initiative and a must!


You’ll play a key role in the Commercial Enterprise Team in Burgess Hill, dealing with our Small/ Medium Enterprise (SME) clients.  You will therefore need a solid understanding of all Commercial products and have the drive and ambition to grow your own book of business. 


Thriving on providing top-level Customer Service, you’ll be a professional and convincing communicator, and enjoy being challenged in a role that will give you balance and reward in equal measures.


The Role:

This promises to be an interesting and varied role dealing with all classes of Commercial Insurance from a broad spectrum of clients including; Commercial Combined, Property Owners, Motor Fleet and Financial Lines.


On a day-to-day basis, you will:

  • Build and manage key client relationships
  • Manage a portfolio of c.25 risks per month with a Premium range typically £750 - £15,000+
  • Work efficiently on achieving targets for retention, new business and cross selling
  • Deal with general enquiries from clients, including new business, mid -term renewals and retention, providing the best Customer Service at all times
  • Manage policy renewals effectively and with accuracy
  • Draft reports professionally and chase clients for information
  • Provide support to the Management Team


Experience Required:

  • Good technical understanding of Commercial products (Commercial Combined, Property Owners, Fleet, financial Lines)
  • Organisation, accuracy and attention to detail
  • Passion, energy and a strong customer service ethos
  • Effective, confident & considerate communication and an ability to adapt your communication style accordingly
  • Intuitive thinking and convictive decision making
  • IT confidence and ideally, experience of using Acturis (not essential)
  • Educated to a minimum A Level standard, with GCSE/ O Level passes in English Language and Maths
  • Have a Cert CII under your belt or at least have a keen interest in starting and committing to your CII journey
  • Commercial underwriting or claims background considered


Company Benefits

  • A rewarding role within a supportive and fun working environment
  • A generous annual salary, reflective of your experience and commitment
  • Annual Profit Share Bonus
  • Fully funded Cert CII up to ACII level (including Membership, Study Materials, Exam Entry and paid study leave)
  • 22 days annual leave (plus Bank Holidays), rising annually up to 27 days
  • Season Ticket Loans
  • Employee High Street and Online Discounts
  • Auto Enrolment Pension


Excellent opportunity to join a very forward-thinking company.


First Recruitment Services are acting as an employment agency for this vacancy


Name: Mark Smith

Contact Numbers: 01444 417766

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