SME Account Handler

We're working with an award-winning insurance brokerage known for excellent service and sound advice. They're now seeking an SME Account Handler to join their team-someone who takes pride in doing things properly and enjoys building strong relationships with clients and insurers.

This role focuses mainly on renewals and mid-term adjustments for a portfolio of SME commercial clients. You'll be a key contact, ensuring smooth account management and delivering a consistently high standard of service.

Responsibilities of the SME Account Handler:

• Manage SME commercial accounts, handling renewals, MTAs, claims, premium finance, and general queries.
• Build trusted client relationships, providing clear advice, the right cover, and excellent service.
• Work closely with Account Executives to retain and develop accounts through strong service and proactive rebroking.
• Ensure all activity complies with FCA regulations and internal procedures, keeping accurate records and documentation.
• Liaise with insurers and underwriters, managing policy documents and maintaining good relationships.
• Support colleagues when needed, assist with complaints, and take ownership of your own development and CPD.

What we are looking for:

• Experience in SME commercial broking with knowledge of a range of commercial insurance products.
• Confident communicator with a customer-focused approach and strong organisational skills.
• Comfortable using insurance systems (e.g. Acturis or Open GI) and Microsoft Office.
• Willingness to work towards Cert CII (if not already qualified).

Benefits:

• Salary £28,000-£35,000 depending on experience.
• Monthly bonus/commission scheme plus regular incentives.
• 25 days' holiday plus 2 additional cultural days.
• Vitality healthcare (after probation) and life insurance (2x annual salary).
• Monday to Friday, 9.00am-5.00pm.
• Office-based with some hybrid flexibility.
• Pension contribution.
• Regular team socials, quarterly events, and employee recognition.

Ready to take the next step?

This is a great opportunity to join a respected business that values your expertise, offers room to grow, and genuinely cares about doing things the right way.

For a confidential chat, contact one of our specialist consultants and quote job reference NJR16082.