Commercial Account Handler

SME Commercial Account Handler

About the Opportunity

We're seeking an experienced, customer-focused SME Commercial Account Handler to join a growing, successful insurance team. This is an excellent opportunity for a motivated professional who enjoys building long-term client relationships, delivering exceptional service, and supporting a diverse portfolio of SME commercial clients.

Working closely with Account Executives and insurers, you'll manage policies from renewal through mid-term adjustments, ensuring clients receive expert advice and outstanding support throughout their insurance journey.

Key Responsibilities

• Manage a portfolio of SME commercial insurance clients across a range of sectors.
• Handle renewals, mid-term adjustments, new business quotations, and policy administration.
• Build and maintain strong relationships with clients, insurers, and colleagues.
• Negotiate with insurers to obtain competitive terms and suitable cover.
• Prepare renewal presentations and support Account Executives with retention strategies.
• Ensure all documentation is produced accurately and compliantly.
• Provide prompt, professional advice in response to client queries.
• Maintain accurate records and adhere to FCA regulations and company procedures.

About You

To be successful in this role, you'll have:

• Previous experience as a Commercial Account Handler or similar insurance role.
• Strong knowledge of SME commercial insurance products.
• Excellent communication and relationship-building skills.
• A proactive and organised approach to managing workloads.
• Strong attention to detail and problem-solving abilities.
• The ability to work effectively both independently and as part of a team.
• Cert CII qualification (or willingness to work towards) would be advantageous