Coburg Banks | Multi-sector UK recruitment agency

Commercial Insurance Account Handler

£20000 - £24000 per annum 
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Job Title: Insurance Account Handler (Commercial)

Location: Wirral

Salary: £20,000 – £24,000

I am recruiting for my client, an insurance brokers based on the Wirral that offers both mainstream and niche insurance products to both business and consumer customers. Established almost twenty years ago, they have a built a successful team of underwriters and account executives and ‘hold the pen’ for several well-known insurance companies. A new position has come up within the business for an Insurance Account Handler to join the business and assist with renewals and retention of a book of existing clients.

The Role:

Based on the Wirral, you will be responsible for maximising renewal retention of an existing book of commercial insurance clients as well as handling mid-term adjustments and associated administration. Among your duties, you will take information from clients and provide them with a quotation. You will arrange cover for clients, checking proposal forms/documentation before submitting them to the insurer. You will also process mid-term alterations and chase clients for premiums, answer queries relating to policies and maintain notes on the system providing a defined audit trail.

The Person:

You will already be working in insurance and possess at least two years’ experience in a similar role. This particular team is relatively small and it is hoped that you will self-confident, autonomous and self-aware. You will well organised, able to meet deadlines and have a good eye for detail. The role is customer facing so you will be a clear, confident and friendly communicator with both good spoken and verbal communication skills. The role is varied so it also hoped that you are flexible and adaptable, capable of switching from one function to another.


Located on the Wirral, the role is commutable from Birkenhead, Wallasey, Ellesmere Port, Deeside, Chester and parts of Liverpool .

You will already be working as an Insurance Account Handler, Sales Executive or Sales Administrator in the insurance industry.

Coburg Banks IT specialise in recruiting in a variety of areas including: Development, IT Support, Programme and Project Management, Business Analysts and Testing as well as mid to senior level IT appointments. We would welcome the opportunity of helping you in your career, so please send a copy of your CV to us

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