Commercial Account Handler - Capio Recruitment Insurance : Job Details

Job Title: Commercial Account HandlerLocation: Bournemouth, Dorset (hybrid, core office days)Salary: £28,000Benefits: Quarterly bonus, in-house training (3-6 months), hybrid flexibility, clear career path

About the Company:Join a global insurance brokerage renowned for its growth and market presence. Based in a friendly and diverse Bournemouth office, the team values drive, personality, and long-term potential. This position offers a great stepping stone from personal lines into commercial insurance.

Role Summary:You’ll manage commercial insurance policies in a call-centric environment -focused on client queries, policy handling, and support of senior Account Executives (AEs). Ideal for someone with a Personal Lines or telesales background looking to transition into commercial risk and deepen their underwriting understanding.

Key Responsibilities:

• Field and resolve commercial policy queries via phone: enhance client service skills
• Support personal-to-commercial transition: gain exposure to commercial flat insurance
• Liaise with internal teams and manage policy documentation: build technical knowledge
• Learn delegated authority procedures: expand your insurance toolkit
• Engage in personal development training programmes: prepare for commercial underwriting

Requirements:

• Experience in Personal Lines sales or call-centre insurance role (telesales advantage)
• Strong telephone communication skills and client focus
• Organised with attention to detail; competent with MS Office & basic policy systems
• Driven and personable - someone with energy for a calm, professional team
• CII qualification (Cert or Dip) or working towards it (advantageous); UK eligibility

Related Job Titles: Personal Lines Advisor, Insurance Account Handler, Junior Commercial Underwriter, Client Services Executive, Policy Advisor