Commercial Account Handler

Client Services Executive

Manchester Specialist Property Insurance Broker

We're working with a highly respected insurance broker in Manchester that manages a significant property insurance portfolio. They're now looking for a Client Services Executive to support the Account Executive and senior leadership team while delivering an exceptional service to a key client.

This position is ideal for someone who thrives on structure, accuracy, and responsibility. You'll play a central role in keeping a complex portfolio running smoothly, managing renewals, insurer negotiations, data analysis, and day-to-day client support.

• Act as a key point of contact for the client, understanding their needs and recommending appropriate cover
• Gather claims data and risk information ahead of renewal discussions
• Manage the full renewal and placement process, from obtaining terms to agreeing cover
• Liaise with insurers to confirm cover and handle premium invoicing
• Maintain accurate policy records on Acturis
• Prepare reports, research, data packs, and meeting materials for senior stakeholders
• Set up direct debit agreements and coordinate with accounts teams and insurers
• Provide responsive, professional service across phone and email
• Monitor market trends and factors impacting the portfolio
• Ensure full FCA and regulatory compliance
• Work closely with underwriters to process policy amendments

• Commercial Experience for 2 years
• Strong technical knowledge and confidence managing large, complex portfolios
• Advanced Excel skills, including formulas, insurer rating analysis, MTAs, and mail merges
• Cert CII qualified (or working towards further qualifications)
• Strong negotiation and communication skills
• Comfortable building trusted relationships with clients and insurers
• Solid understanding of FCA requirements and current market conditions

You'll join a growing, well-regarded brokerage where your contribution genuinely makes an impact. The portfolio is high value and technically engaging, the team is collaborative and supportive, and there's clear scope to develop your expertise and progress your career.