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Commercial Account Handler

Job description

We're recruiting for a Commercial Account Handler to join a well-established insurance broker based in Birmingham.

This is a great opportunity for an experienced handler who enjoys delivering high-quality service, supporting Account Executives, and building strong client relationships within a collaborative brokerage environment.

The Role

  • Providing day-to-day servicing across a commercial insurance portfolio

  • Handling mid-term adjustments, renewals, and policy documentation

  • Liaising with insurers to obtain terms, negotiate premiums, and place cover

  • Supporting Account Executives with renewals, presentations and client queries

  • Ensuring all work is FCA-compliant and completed to a high standard

  • Building strong working relationships with clients and insurers

What We're Looking For

  • Experience as a Commercial Account Handler / Client Advisor within a broker environment

  • Solid technical knowledge of commercial insurance products

  • Strong attention to detail and organisational skills

  • Confident communicator with a service-led mindset

  • Acturis experience beneficial but not essential

  • Cert CII / working towards professional qualifications desirable

What's on Offer

  • Competitive salary and benefits package

  • Supportive, team-focused brokerage culture

  • Opportunity to work with experienced Account Executives and insurers

  • Long-term stability and career development

This role would suit a Commercial Account Handler who takes pride in delivering excellent service and supporting client retention, without the pressure of new business targets.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.