Commercial Account Handler

This is a Permanent, Full Time vacancy that will close in 14 days at 23:59 BST.

The Vacancy

How you will make an impact

As an Account Handler at ClearGroup, you will play a key role in providing exceptional service to our clients, managing their insurance portfolios, and supporting the team in delivering bespoke insurance solutions. Working collaboratively with Account Executives, you will help to retain and grow client relationships while maintaining the highest standards of professionalism and compliance. Your role will be vital in driving operational excellence and contributing to the success of our Leamington Spa team.

We’re looking for an organised individual with a proven background in insurance account handling. You have exceptional communication skills, a proactive approach to problem-solving, and a passion for delivering outstanding client service. Ideally, you’ll have experience in commercial insurance and knowledge of the following classes of insurance: Property, Casualty, Motor, Professional Negligence including Cyber and Management Liability for a variety of trades/industries. Aligned with a strong understanding of compliance requirements, but most importantly, you thrive in a collaborative environment and are eager to grow within our team.

Why Join Us?

At the heart of our culture lies a commitment to protect, excel, and succeed together. We foster an environment where everyone is empowered to thrive, working collectively to deliver success for our clients, colleagues, and communities.

The ClearGroup Experience

Joining ClearGroup means becoming part of an industry-leading team that puts people first. We are committed to creating a work culture that values entrepreneurial spirit, adaptability, and even a bit of fun along the way.

What you can expect:

• Career Growth: Ample opportunities to advance within a leading insurance firm.
• Flexibility: Work arrangements designed to support your work-life balance, allowing you to excel in all areas.
• Supportive Culture: A collaborative environment where teamwork and professional development are highly valued.

Key Responsibilities

• Client Management – Provide prompt, professional support to clients, ensuring seamless policy preparation, renewals, and expert coverage advice.
• Policy Administration – Accurately process new business, renewals, endorsements, and cancellations while ensuring compliance with regulatory standards.
• Insurer Negotiation – Secure favourable terms by liaising with insurers and negotiating premiums and coverage to best serve client needs.
• Compliance & Regulation – Maintain adherence to FCA regulations, Consumer Duty obligations, and company policies while staying updated on industry changes.
• Collaboration & Teamwork – Work closely with colleagues, sharing knowledge and best practices to enhance service delivery and client satisfaction.

About You

Attributes, Skills, Qualifications

Candidates must meet the essential criteria through relevant experience or demonstrated transferable skills. However, desirable attributes, skills, and qualifications will be considered a strong advantage.

• Experience in a similar account handling role within the insurance sector.
• Knowledge of commercial insurance products and markets.
• Proficiency with insurance platforms and client management systems.
• Strong understanding of compliance responsibilities, including FCA regulations and Consumer Duty obligations.
• ACII qualification or a willingness to work towards it.
• Experience with Acturis or similar systems.

Key Attributes

• Strong organisational skills with the ability to manage multiple tasks.
• Excellent communication and interpersonal skills, with a focus on client satisfaction.
• High attention to detail, ensuring accuracy and professionalism.
• Proactive and solution-focused, anticipating client needs.
• A collaborative team player who thrives in a supportive environment.

Right to work

• Candidates must have the legal right to work in the UK.

Value Alignment and Professional Behaviour

At ClearGroup, we are committed to upholding the highest standards of professionalism, teamwork, and integrity. We seek individuals who share our values and are dedicated to delivering outstanding service to our clients and supporting the success of our business.

Life at Clear – Your Career, Your Future

At ClearGroup, we foster an inclusive and forward-thinking culture where everyone is empowered to thrive. We believe in collaboration, continuous learning, and rewarding hard work. Whether you are developing your career, building strong client relationships, or driving business success, you'll be part of a team that supports and values you.

We know that great teams, career growth, and a supportive work environment are key to your success. Alongside a competitive salary, we offer a range of benefits designed to support your wellbeing, work-life balance, and future.

• Wellbeing Support: Access our Wellbeing Hub, Employee Assistance Programme, and Group Medical Insurance, plus gym membership discounts and an eye care scheme.
• Flexible Work-Life Balance: Enjoy hybrid working, up to 27 days of annual leave (increasing with service), plus the option to buy extra days.
• Future Planning: Benefit from a contributory pension, Group Life Assurance, and Income Protection for added peace of mind.
• Rewards & Recognition: Earn bonuses for successful referrals and professional qualifications.
• Giving Back: Take volunteer days to support causes that matter to you.

Equal Opportunities and Inclusion

At ClearGroup, Diversity, Equity, and Inclusion are at the heart of our values. We believe in fostering an environment where everyone feels a genuine sense of belonging, and we celebrate differences through inclusiveness. Our staff networks such as the Gender Equality Alliance, Female Alliance in Business, and Early Career Professionals play a pivotal role in making ClearGroup a diverse, engaged, and inclusive workplace.

We are actively expanding these networks to support even more perspectives and experiences. As we build our team, we warmly welcome the unique strengths each candidate brings from their background, education, and culture to their gender identity, language, veteran status, disability, and beliefs. We know that a team rich in diverse voices helps us all thrive, and we look forward to seeing how your experiences will contribute to our shared success.

About Clear

Founded in 2001, Clear Insurance Management Ltd (CLEAR) is an award-winning, independent chartered insurance broker and Lloyd’s broker. In the last two decades, we’ve grown from a small start-up trading from one office in South West London, to become a large, chartered independent broker operating from multiple locations across the country.

We are also the largest member of Brokerbility, the leading network of independent brokers in the UK, affording us considerable influence with insurers when negotiating terms on our client's behalf. We hold Chartered Insurance Broker status, awarded by the Chartered Insurance Institute (CII), in recognition of our commitment to maintaining the highest standards of knowledge, ethical practice, and advice in our profession.

As a responsible business, we are determined to achieve Net Zero carbon emissions by 2030 and are the first insurance broker to set this commitment through the Science-Based Targets Initiative (SBTi). We also encourage our employees to engage in social endeavours to support our local communities through our staff charity committee. We are committed to our employees' wellbeing and professional development and foster a positive, collaborative workplace where people can learn from each other and work toward shared goals.