Commercial Account Handler in Newbury - Carlton Young Recruitment

Launched in 2024, Carlton Young specialises in the recruitment of professionals across the Accountancy, Finance, HR, and Insurance sectors. Founded by a highly experienced multi-disciplined recruiter and a fully qualified chartered accountant, and supported by a skilled team of dedicated recruiters, we combine industry expertise with recruitment know-how to successfully connect top talent with leading businesses.

Commercial Account Handler – Newbury, Berkshire – £35,000–£45,000 + Benefits

Carlton Young is supporting a welcoming and established insurance broking team in Newbury with the recruitment of an experienced Commercial Account Handler. This is an excellent long-term opportunity for a commercially experienced handler who enjoys delivering high standards of service, supporting client retention and growth, and contributing to a collaborative team environment. You will provide technical, administrative and client-service support to a nominated Account Executive and the wider team, handling a varied portfolio of commercial and corporate risks across a range of industries.

Key Responsibilities

• Support Account Executives in achieving new business and renewal targets through proactive administration and customer care.

• Manage and grow a portfolio of commercial and corporate clients, providing high-quality service throughout the renewals lifecycle.

• Conduct research and prepare documentation for prospect fact-finding in advance of client meetings.

• Obtain quotations for potential upsell opportunities (e.g. Excess PL, D&O, Excess PI, Loss Recovery and additional services) and include them in client review documents.

• Arrange and, on occasion, accompany Account Executives to client renewal appointments to strengthen relationships.

• Prepare detailed renewal review reports and obtain up-to-date claims information where needed.

• Broking new business or renewals to market in line with AE strategy, preparing comprehensive and high-quality submission documents.

• Deal professionally and promptly with incoming enquiries from clients, insurers and third parties.

• Maintain an organised diary system, including aged debtor lists, accounts queries, document chasing and renewal terms.

• Liaise with insurers and third parties on behalf of clients regarding their insurance needs.

• Provide administrative and customer support to colleagues as directed by the Commercial Administration Team leader.

Skills & Experience

• Minimum of 2+ years’ commercial insurance experience, either in broking or underwriting.

• Ability to handle new business enquiries, renewals and mid-term adjustments of various insurance policies.

• Excellent understanding of commercial insurance products and market options.

• Experience with Acturis or similar insurance broking software is advantageous.

• Commitment to progressing towards professional qualifications (e.g. Cert CII).

• Full UK driving licence.

• Strong customer service, negotiation, and organisational skills with attention to detail.

What’s on Offer

• £35,000–£45,000 per year basic salary (negotiable depending on experience)

• Competitive benefits package including joint pension contribution scheme.

• Salary sacrifice options including dental and healthcare plans.

• Employee discount schemes (e.g. restaurants, cinema, retail).

• Cycle-to-work scheme and health & wellbeing programme.

• Casual office dress code.

• Performance related bonus.

• Annual leave that increases with length of service.

We value all applications, however, due to volume numbers we are only able to contact candidates whose skills and experience closely match the requirements of our clients. In line with the requirements of the Asylum and Immigration Act 1996, all applicants must be eligible to live and work in the UK and will be asked to provide documented evidence of eligibility. In line with the requirements of the Employment Agencies Act 1973 we are prohibited from charging work-seekers for work-finding services.