Account Handler Commercial Insurance

AI overview

Contribute to a collaborative team by delivering exceptional client services in commercial insurance while maintaining a healthy work-life balance with hybrid working options.

Location: Warwick (Hybrid)
Salary: £32,000 – £39,000 plus benefits

Are you a confident and motivated Commercial Account Handler looking to join a growing, people-focused insurance broker?
This is an excellent opportunity to join a forward-thinking team that values autonomy, professional development, and genuine work-life balance.

The Role

As a Commercial Account Handler, you will play a key part in delivering a first-class service to clients, supporting Account Executives and managing your own renewals and mid-term adjustments.
You’ll work across a range of commercial policies — from manufacturing and contracting to property and combined risks — ensuring every client receives expert advice and tailored protection.

Key Responsibilities:

  • Provide accurate quotations through the Acturis system
  • Conduct full market exercises and prepare presentations for insurers
  • Handle mid-term adjustments, renewals, and policy updates
  • Deliver excellent customer service and advice throughout the policy lifecycle
  • Identify opportunities to upsell and cross-sell suitable products
  • Support Account Executives and Business Development Managers with client relationships
  • Ensure all activities comply with FCA and company standards

This role offers a balanced mix of renewals and client servicing, with around 95% renewals and a small proportion of new business activity.

About You

You’ll be an experienced, proactive handler who thrives in a collaborative, professional environment.

We’re looking for someone who is:

  • Confident and outgoing with a “pick up the phone” mentality
  • Self-motivated, with strong attention to detail
  • Experienced in commercial insurance
  • Familiar with Acturis (advantageous, not essential)
  • Able to manage multiple tasks while delivering an excellent client experience

What’s on Offer

  • Salary: £32,000 – £39,000 (depending on experience)
  • Hours: 8am – 5pm (Hybrid working after probation)
  • Lunch provided on-site
  • Quarterly bonus
  • Company car/car allowance
  • Holidays: 22 days + 8 bank holidays, with the option to buy up to 8 extra days
  • Pension: 3% employer contribution
  • Parking: Free on-site parking and EV charging points
  • Bonus Scheme: Annual GBS bonus
  • Healthcare: Full medical, dental, and optical cover (post-probation)
  • Additional Benefits:
    • Annual charity day
    • LinkedIn Learning access and ongoing training
    • Clear progression pathway
    • Supportive, motivational leadership with genuine autonomy
    • Hybrid working available post probation

IND25

Perks & Benefits Extracted with AI

  • Education Stipend: LinkedIn Learning access and ongoing training
  • Equity Compensation: Quarterly bonus
  • Free Meals & Snacks: Lunch provided on-site
  • Other Benefit: Clear progression pathway

Universal Business Team (“UBT”) is a global enterprise spanning 19 countries across the United Kingdom, Europe, North America, Central America and Australasia. UBT, headquartered in Sydney, Australia, is a diversified business consultancy that supports clients with business-advisory and group-buying services with the objective to help businesses develop a competitive edge. UBT was launched in 2009 in response to the Global Financial Crisis to support client organisations that were either in distress or looking to improve their competitiveness and financial performance. Currently, UBT turns over $500M (AUD) and has aspirations for significant growth over the next three to five years. A recent decision was made to bring four separate global regions together under the one global brand and leadership team. UBT’s business advisory services comprise corporate training, consulting, recruitment, accounting, and group buying services. UBT facilitates leadership and business excellence for our client’s in their respective industries. Through the group buying function, UBT nurtures mutually-beneficial relationships between member businesses and world-leading providers of business goods and services. The outcome to which we strive is a “win-win” for small-to-medium enterprises and big business alike. UBT provides services and products to approximately 3,000 independent, family-owned businesses globally with combined annual revenues exceeding $12B (AUD). The majority are small to medium sized enterprises with typical annual revenue ranges between $5m-$20m. However, there are also some larger businesses with annual revenues in the range of $100m-$250m. The unifying feature of all UBT’s clients is that the owners are parishioners of the Plymouth Brethren Christian Church (PBCC). UBT (which is owned by the PBCC) supports clients by providing products, services and support designed to increase their profitability and growth. The after-tax profits generated by UBT are reinvested into community initiatives, predominantly through schools (established to educate the children of Brethren families) and charities, such as the Rapid Relief Team (“RRT”) and the Red Cross. UBT Recruitment are an Equal Opportunities Employer. We will apply a rigorous, objective selection process using non-discriminatory criteria, as far as possible on behalf of all the businesses we recruit for.To view our policy in full please contact [email protected]

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£32,000 – £39,000 per year
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