Commercial Account Handler

Andy File Associates Limited is working as a Recruitment Agency on behalf of our client with regards this permanent position.

Commercial Account Handler

Role reporting to: Office Manager

Role purpose

  • Primary focus on the development and generation of new commercial business and increased profits for the business
  • Promote services to business prospects through innovative marketing routes in order to achieve business income targets
  • Support the business administration needs including support of internally based sales administration and support on claims when required
  • Handle renewals effectively in line with company procedure and ensure retention to target, exploring customer’s needs and offering suitable and relevant products

Duties and Responsibilities of the role

Commercial Sales

  • Provide innovative solutions for commercial business growth and expansion in order to surpass current business standards
  • Broad knowledge of all Commercial Insurance products with ability to deal with premiums £5k and upwards
  • Develop new business pipelines to increase profits across the business in accordance with targets set by office manager
  • Maintains relationships with clients by providing support, information, and guidance, researching and recommending new opportunities, recommending profit and service improvements
  • Adhere to all business policies and procedures and ensure compliance with FCA regulations across all business activities
  • Contributes to team effort by accomplishing related results as needed

Personal Lines

  • Responsibility for dealing with personal lines business when required to increase growth across the business by assisting in quotations for new business and supporting the personal lines sales team
  • Sales functions to be completed at any site of the Company operations and field based work required which will include visiting existing and potential customers
  • Adhere to all business policies and procedures and ensure compliance with FCA regulations across all business activities
  • Where possible, engage in innovation of product lines to increase profitability across the business by sharing expertise and ideas with the Company subject


  • Support all employees of the business in all matters of commercial lines administration and when required
  • Ensure proper documentation and record keeping of all business activities in line with business requirements, policies and procedures and FCA regulatory compliance
  • Undertake any other activities as requested by the company as and when required
  • Undertake any training required by the company and in line with FCA requirements as and when requested


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