Complex Commercial Account Handler

Corporate Insurance Broker

Location: Stratford-upon-Avon

Salary: £45,000 - £55,000

Purpose of the Role

To oversee and manage the placement of predominantly Large
Corporate, Complex, and Multi-Class insurance solutions,
supporting a nationwide agency network throughout the process.

The role involves liaising with insurance partners to secure
appropriate terms and ensuring delivery in line with agreed
criteria, service standards, compliance requirements, and
delegated authority limits both at individual case and portfolio
level.

Key Accountabilities

• Establish and advise on client requirements for large existing

and new business cases, including participation in large case
strategy discussions

• Initiate and authorise new and existing business quotations to

secure optimal products and terms within agreed service levels

• Provide technical advice and market insight to Agents on cover,

appetite and placement strategy

• Negotiate with insurers to ensure appropriate cover, accurate

risk presentation, and a seamless process between Agent, insurer
and client

• Build and maintain effective relationships with underwriting

teams, sector specialists, placement teams and business
development colleagues

• Hold external suppliers accountable for service standards and

quality, escalating concerns where necessary

• Deliver on-the-job coaching, mentoring and technical

development to Sales & Service handlers

• Identify cross-selling and exposure opportunities to enhance

client protection

• Attend client meetings (virtually or face-to-face) alongside

Agents where commercially appropriate

• Develop and deliver training on products, processes and market

developments to improve technical capability and service
standards

• Investigate, authorise or escalate referred, declined or

exceptional cases in accordance with delegated authority limits

• Deliver short-term projects and ad-hoc activities as agreed

with the Line Manager

Experience & Knowledge

• Extensive knowledge of the UK Commercial Insurance Market,

gained within either a broker or insurer environment

• Experience handling new or existing commercial business

placements

• Specialist knowledge in Financial Lines, High-Risk Liability or

London Market placements is advantageous

• Proven experience providing technical guidance and support to

both internal and external stakeholders

Contact: Emily Doull-Reeves, Associate Director – Underwriting on
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