Commercial Account Handler

Job type:
Start date:
12 months
Resource Management
Published at:
flag_no United Kingdom
Project ID:

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Location: Hereford

Contract type: Full time, 12 Month Contract

Remuneration: up to £25,000 subject to experience + Benefits

About Jelf

Jelf is one of the UK's leading insurance brokers, employee benefits, healthcare and financial planning consultancies. The Group has 36 offices in 33 locations across England and Wales employing over 1,200 members of staff.

A multi-award winning business, Jelf works hand in hand with local, national and international clients in over 100 countries. Jelf has built its business on the ethos of placing the client at its heart and providing the very best care and personal service - a core value that still remains true today.

Position overview

To support our continued success and our ambitious plans for further growth we currently have a fantastic permanent opportunity for an Account Handler to join our highly successful team in Hereford on an initial fixed term contract.

As part of the wider client services team and working closely with an Account Executive, the purpose of this role is to maintain and develop strong relationships with a variety of commercial insurance customers; acting as the first point of contact for your own client base, dealing with renewals, preparing quotes, making adjustments and answering queries to provide a professional service and support to both our clients and colleagues.

We are looking for candidates with excellent communication skills who combine strong customer handling and administration skills with a positive approach and a desire to achieve results. Experience of general commercial insurance is essential, ideally gained within a broker environment.


  • To act as the first point of contact to provide clients with professional support and accurate information with regards to their product and services.
  • To build and maintain an excellent rapport with our clients, providers and colleagues across the Group.
  • Respond to clients queries in a timely and accurate manner.
  • To provide relevant information to the sales team to ensure sales opportunities are realised.
  • To produce and maintain accurate and complete documentation/correspondence.
  • Produce high quality correspondence, using standard templates, writing clearly, concisely and professionally.
  • To prioritise workload and client requests.
  • To log all business activity, ensuring revenue is accurately recorded and documented.

Essential experience and skills required

  • Commercial Insurance experience, ideally from a broker environment
  • Exceptional customer focus with great relationship building skills
  • Strong communication skills
  • Good organisational and prioritisation skills
  • Understanding of working within SLA's
  • Target driven with the ability to meet and exceed KPI's
  • Strong team player
  • High level of accuracy and attention to detail
  • Acturis knowledge is a real advantage
  • Cert CII qualified or prepared to work towards