Senior Commercial Account Handler
Job description
Original text imported from Reed
Senior Commercial Account Handler – Wakefield
Salary - £45,000 - £55,000 plus benefits
Cameron James is currently recruiting for an experienced Senior Commercial Account Handler to join a well-established and growing Wakefield based insurance brokerage. This is an excellent opportunity for an experienced, technically strong commercial handler who enjoys managing client relationships, supporting Account Executives, and delivering a high level of service to commercial clients.
Working as part of a collaborative broking team, you will manage a varied portfolio of commercial clients, handling renewals, mid-term adjustments, and new business support across a range of commercial insurance products.
Key Responsibilities:
• Manage and service a portfolio of commercial insurance clients
• Handle renewals from start to finish, including preparing renewal reports and presentations
• Obtain quotations and negotiate terms with a panel of insurers
• Process mid-term adjustments, policy documentation, and endorsements
• Provide technical advice on commercial combined, property, liability, and fleet policies
• Support Account Executives with new business and client relationship management
• Ensure work is completed in line with FCA regulatory requirements
Skills & Experience:
• Minimum 5 years’ experience within a commercial insurance broking environment
• Strong knowledge of commercial lines insurance
• Experience managing client renewals and day-to-day servicing
• Confident liaising with insurers and negotiating terms
• Excellent client service and relationship management skills
• Experience using Acturis or similar broking systems (desirable)
• CII qualified (preferred)
What’s on Offer:
• Competitive salary depending on experience
• Support with CII qualifications and professional development
• Clear progression opportunities within the commercial team
Please click on the link to apply and Neil Murphy from Cameron James will be in touch
Key skills
AI-extracted from the job advert
Application advice
5 AI-generated recommendations to maximise your chances.
⭐ Lead your Personal Statement with 'commercial insurance broking' and 'FCA compliance' — the advert flags both as central requirements in the Skills & Experience section.
📊 Quantify your client portfolio: e.g. 'Managed a portfolio of 120 commercial clients with GWP exceeding £1.2M, achieving 92% renewal retention rate'.
🎯 Explicitly name Acturis on your CV if you have used it — the advert lists it as desirable and it is the dominant broking platform; even basic proficiency should be highlighted.
📋 List each commercial lines class you have handled (commercial combined, property, liability, fleet) as a dedicated skills row — the advert names all four and ATS systems will scan for exact matches.
🏅 If you hold any CII units or the full Cert CII / Dip CII, place these prominently under a 'Qualifications' section — the advert states CII qualified as preferred and mentions active study support.
Suggested CV bullets
3 bullets our AI drafted for this specific advert, mirroring its ATS keywords.
Add these 3 bullets under your most recent experience:
- •Managed end-to-end renewal cycle for a portfolio of 110 commercial clients with combined GWP of £900k, achieving a 94% retention rate across a 12-month period.
- •Negotiated commercial combined and fleet terms across a panel of 8 insurers, securing average premium reductions of 7% for 35 clients at renewal whilst maintaining adequate cover levels.
- •Processed 200+ mid-term adjustments and policy endorsements annually within Acturis, maintaining 100% FCA-compliant documentation and zero regulatory breaches over 3 consecutive audit cycles.
Free to copy — tailoring requires a 30-sec CV upload.
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Letter preview — tailored to Cameron James
Dear Hiring Manager,
Cameron James's search for a Senior Commercial Account Handler at the Wakefield brokerage aligns closely with the work I have been doing for the past six years. My day-to-day centres on managing commercial renewals end-to-end and negotiating terms across insurer panels — precisely the technical depth this role demands. I also hold a solid grounding in commercial combined, liability, and fleet policies, and I operate within FCA regulatory requirements as a matter of course.
My background in commercial insurance broking has seen me service a portfolio of over 100 SME and mid-market clients, preparing renewal reports, processing mid-term adjustments, and supporting Account Executives on new business presentations. I am proficient in Acturis and have used it to manage policy documentation and endorsements efficiently across high-volume renewal periods.
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Interview questions
10 questions generated from this advert.
Technical
- ›Walk us through how you manage a commercial renewal from initial review to binding — what steps do you take and what documentation do you prepare?
- ›How do you approach negotiating terms with insurers on a complex commercial combined risk where the client has had recent claims?
- ›What experience do you have with Acturis, and how have you used it to manage policy documentation and mid-term adjustments?
- ›How do you ensure your work remains compliant with FCA regulations, particularly around client disclosure and treating customers fairly?
- ›Describe your technical knowledge of fleet insurance — what key rating factors do you consider when obtaining quotations?
Behavioural
- ›Tell me about a time you retained a commercial client who was seriously considering moving to a competitor at renewal.
- ›Describe a situation where you identified a gap in a client's cover that they were unaware of — how did you handle it?
- ›Give an example of a time you had to manage a high volume of renewals simultaneously — how did you prioritise and ensure quality?
- ›Tell me about a time you supported an Account Executive on a significant new business pitch — what was your contribution and the outcome?
- ›Describe a situation where you had to deliver difficult news to a client, such as a significant premium increase — how did you manage the conversation?
STAR answer examples
Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.
Tell me about a time you retained a commercial client who was seriously considering moving to a competitor at renewal.
Give an example of a time you had to manage a high volume of renewals simultaneously — how did you prioritise and ensure quality?
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