Commercial Account Handler

We’re seeking a proactive, customer-focused Commercial Account Handler with experience in commercial insurance to join our expanding Customer Service team. In this role, you’ll act as the first point of contact for clients, assisting with their insurance needs while providing a friendly, clear, and efficient service across fleet and commercial policies. You’ll also be responsible for processing mid-term adjustments for our fleet and commercial insurance customers.

Key Responsibilities

Handle inbound and outbound customer enquiries via phone, email, and SMS

Provide support on fleet insurance and commercial policies, including mid-term adjustments, renewals, and general queries

Deliver clear, jargon-free explanations of insurance products and cover options

Assist customers with claims processes and liaise with insurers where required

Build strong, long-term relationships with clients through excellent service

Maintain accurate records in internal systems and ensure compliance with FCA regulations

Identify opportunities to improve customer outcomes and retention

Work collaboratively with sales and underwriting teams

Experience & Skills Required

Previous experience in motor insurance (car, van, or fleet) – essential

Experience in a customer service, commercial insurance or contact centre environment

Strong communication skills with the ability to simplify complex information

Excellent attention to detail, quality and organisational skills

Ability to work in a fast-paced, customer-driven environment

Confident using CRM systems and Microsoft Office

A positive, team-oriented attitude

Experience within a commercial insurance brokerage

Knowledge of fleet, courier, or business insurance products

Cert CII (or working towards)

What We Offer

Competitive salary + performance bonus

Private healthcare

Ongoing training and development (including apprenticeships and qualifications)

A supportive, inclusive, and purpose-driven workplace

Opportunity to work for a Certified B Corp business committed to people and planet

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