10 jobs found

Commercial Account Manager/Team Leader London (City) Hybrid Working (Mon & Fri from Home) £40,000 - £50,000 + Bonus + Outstanding Benefits Ready to take the next step without jumping straight into Account Executive? Perhaps you're an experienced Commercial Account Handler, Client Manager or Account Manager who enjoys working closely with clients but doesn't want the pressure of chasing new business every day. Or maybe you're already mentoring colleagues and would like the chance to develop your leadership skills while continuing to manage your own portfolio. If so, this opportunity could be exactly what you've been waiting for. CKB Recruitment is delighted to be partnering with a highly respected and rapidly growing independent insurance broker that is continuing to invest heavily in its Commercial Division. Due to ongoing expansion, they have one final opportunity available for an experienced Commercial Account Manager who is looking to play a bigger role within the business. This isn't your typical servicing position. Alongside managing your own portfolio of commercial clients, you'll work closely with the Commercial Director, providing day-to-day support with team organisation, mentoring Client Managers and helping ensure the department continues to deliver an exceptional level of service. It's an ideal stepping stone for someone who wants to develop leadership experience whilst remaining hands-on with clients. The Role You'll become a trusted adviser to a varied portfolio of commercial clients, taking ownership of their insurance programmes and delivering a proactive, consultative service throughout the year. Your responsibilities will include: Managing renewals from inception through to completion Negotiating terms and premiums with insurers Providing technical advice across a broad range of commercial risks Building long-term relationships with clients and becoming their trusted insurance adviser Attending client meetings and renewal presentations Supporting more complex insurance placements alongside senior colleagues Identifying opportunities to strengthen existing client relationships Assisting the Commercial Director with the day-to-day management and organisation of the Client Manager team Coaching and supporting colleagues where required This role offers genuine variety, combining technical insurance work, client relationship management and leadership exposure, all without the pressure of a heavily target-driven new business role. About You We're looking to speak with experienced Commercial Insurance professionals who enjoy building relationships just as much as they enjoy finding the right insurance solutions. You could currently be working as a: Commercial Account Handler Senior Commercial Account Handler Client Manager Commercial Insurance Broker Commercial Account Manager You'll ideally bring: Several years' experience within commercial insurance Strong technical knowledge across a range of commercial products Experience managing relationships with both clients and insurers Excellent communication and stakeholder management skills Confidence attending client meetings and discussing insurance programmes A proactive, solutions-focused approach Experience of products such as Commercial Combined, Property, Liability, Motor Fleet, Construction, Cyber and Professional Indemnity would be highly advantageous What's on Offer? Alongside a competitive salary of £40,000-£50,000 , you'll receive an excellent benefits package including: Performance bonus Hybrid working (Mondays and Fridays from home) 25 days annual leave plus Bank Holidays Private Healthcare Company pension Death in Service cover Free gym membership Complimentary Pilates classes Commission-free Home, Motor and Travel Insurance Genuine career progression into senior leadership or Account Executive responsibilities Why This Opportunity? Opportunities like this don't come along often. This role has been designed for someone who enjoys the technical side of commercial insurance but is ready for greater influence, stronger client relationships and the chance to develop management experience within a growing, forward-thinking brokerage. If you're looking for a business that genuinely invests in its people and offers a clear route for progression, we'd love to hear from you. For a confidential discussion or to apply, contact Kieran Boyle at CKB Recruitment today.

Clark James Insurance Recruitment are working with a leading insurance brokerage in the North London are who currently looking for a senior Healthcare / Private Medical Account Handler due to their constant expansion. The role is hybrid but you need to be able to commute to the office a few days a week. You would be the main account handler in the department looking after a book of approximately £3million GWP and of course always looking for any growth possibilities. To apply for this role we are looking for talented and client focussed individuals with at least 3 years of prior experience of working within PMI/Health Insurance ideally with experience dealing SMEs business to business, as well as private individuals. You must have the following Must have at least 2-years experience in PMI, as a broker, dealing with renewals of SME clients. Is an adviser and not support - someone who is completing reviews of the insurance market and making recommendations. Must be fully aware of each insurers proposition, underwriting, pricing rules etc and is confident is presenting and discussing insurers proposition with clients. Is used to dealing with group schemes as well as private clients. Can handle 15-25 renewals a month. In return you can expect a really decent basic salary plus bonuses and a good benefits package. For more info and an immediate interview please apply today if you have the relevant experience.

Do you enjoy speaking with clients, providing expert guidance and converting opportunities into long-term relationships? We are partnering with a highly respected specialist insurance broker business that has earned an outstanding reputation for protecting professionals and businesses through market-leading insurance solutions. Operating across a number of specialist sectors, the business is recognised for combining technical expertise with innovation, customer care and a genuine investment in its people. With a culture built on merit and continuous development, this is an employer where initiative is recognised, achievements are celebrated and career progression is encouraged. Whether you're looking to deepen your insurance knowledge or continue working towards your Cert CII qualification, you'll be supported every step of the way. The opportunity Supporting the aesthetic insurance products, you'll become a trusted adviser to professionals working within the thriving industry. You'll be responsible for providing quotations, securing new business, managing renewals and ensuring every client receives knowledgeable, compliant and personal service. Working within a specialist team, you'll help protect a wide range of aesthetic professionals by delivering tailored insurance solutions while building long-term relationships based on trust and expertise. What you will be doing? Building and maintaining strong, long-term relationships with clients. Preparing competitive quotations and converting new business opportunities. Managing renewals and identifying opportunities to strengthen client protection. Delivering outstanding customer service through every stage of the insurance journey. Supporting exhibitions, networking events and promotional activities when required. Ensuring all documentation is completed accurately and within agreed service standards. Working in accordance with FCA regulations and internal compliance procedures. About you You will enjoy speaking with customers, identifying solutions and building lasting relationships. You will ideally have: Previous experience working within the insurance industry. A customer-focused mindset with a consultative approach to sales. Excellent written and verbal communication skills. Strong organisational skills and the ability to manage multiple priorities. A proactive attitude and willingness to support colleagues. A desire to continue developing professionally, with an interest in achieving your Cert CII qualification. Why consider joining? This is far more than a sales role, it's an opportunity to become part of a business that genuinely values expertise, integrity and long-term career development. You'll join a friendly, supportive team where learning is encouraged, ideas are welcomed and success is recognised. Professional development is a real priority, with funded insurance qualifications, dedicated study support and access to excellent internal and external training programmes. The organisation has developed specialist expertise across a number of niche insurance markets, giving employees the opportunity to build valuable technical knowledge while working with a diverse and loyal client base. Its relaxed, inclusive culture encourages collaboration, personal growth and delivering the very best outcomes for customers. Benefits 23 days annual leave plus Bank Holidays. Private healthcare for you and eligible dependants. Life assurance. Employee Assistance Programme, including GP access, wellbeing support and healthcare cashback. Annual leave purchase scheme. Season ticket loan. Rental deposit loan. Discounted personal insurance products. Financial support towards Cert CII and other professional qualifications. Dedicated study time and ongoing professional development. High-quality in-house and external training. Supportive team culture with genuine opportunities for career progression. If you're looking to further develop your insurance career within a specialist broker business that combines technical excellence with outstanding customer service, we'd love to hear from you!

Insure Recruitment is working with a well-established and highly respected insurance broker to recruit a Private Client Account Handler . This is an excellent opportunity for an experienced insurance professional who enjoys developing trusted client relationships and delivering a highly personal service. Our client offers a supportive working environment, ongoing training and excellent opportunities to build a long-term career within a growing insurance business. As a Private Client Account Handler , you will manage and support a portfolio of private clients, ensuring they receive suitable insurance protection and an exceptional standard of service. Key Responsibilities Manage private client policies throughout the full insurance lifecycle. Handle renewals, mid-term adjustments and policy amendments. Support new business enquiries and prepare insurance quotations. Review clients' insurance requirements and recommend appropriate cover. Liaise with insurers and underwriters to obtain competitive terms. Produce accurate policy documentation and correspondence. Build strong and trusted relationships with clients. Respond professionally to client queries by telephone and email. Identify opportunities to improve clients' existing cover. Introduce relevant additional insurance products where appropriate. Maintain accurate and compliant client records. Ensure all work meets FCA and internal regulatory requirements. Work collaboratively with colleagues across the wider business. About You To be considered for the Private Client Account Handler opportunity, you should have previous experience working within insurance, ideally gained within an insurance broker, insurer, personal lines or private client environment. You may currently be working as an: Insurance Advisor Personal Lines Account Handler Private Client Advisor High Net Worth Account Handler Insurance Account Handler The successful candidate will ideally have: Previous insurance broking or insurer experience. Knowledge of personal lines, private client or high-net-worth insurance. Experience handling household, motor and associated personal insurance products. Experience managing renewals and mid-term adjustments. Excellent customer service and relationship-building skills. Strong communication and organisational skills. High attention to detail. A professional and consultative approach. Experience using Acturis or another insurance broking system would be advantageous. Cert CII qualifications or a desire to study towards professional qualifications. Benefits The successful Private Client Account Handler will receive an excellent package including: Competitive salary (up to £40Kpa, salary can be flexible dependant on experience) 25 days' annual leave plus bank holidays. Holiday buy and sell scheme. Company pension. Life assurance. Private medical and wellbeing benefits. Employee Assistance Programme. Support towards Cert CII and further professional qualifications. Ongoing training and career development. Flexible employee benefits. Genuine opportunities for career progression. Friendly, collaborative and supportive working environment. Hybr id working flexibility after training and induction period Our client is an established and highly respected insurance broker with an excellent reputation for delivering tailored insurance solutions and exceptional customer service. They invest heavily in their people, offering structured training, professional development and genuine career progression within a supportive and collaborative environment. Apply Today If you're an experienced Private Client Account Handler looking to join a successful insurance broker where you can continue developing your career, we'd love to hear from you. Apply today through Insure Recruitment with your latest CV or email for further information. All enquiries and applications will be handled in the strictest confidence.

This growing Commercial Insurance Broker is looking to recruit an experienced Commercial Account Handler following another successful acquisition. In this Senior role you will be looking after the Client Book of a Director who has a large, profitable, long standing mixed sector Book. Accordingly you will have a good technical Insurance background and the credibility to handle a range of clients effectively. Working closely with the Director will enable you to understand the clients requirements and your ability to service them. This is a role that can be performed on a hybrid basis, split between working at hoe and in their office. Your responsibilities as Commercial Account Handler will include: The broking and placement of new business, renewals and mid term adjustments for commercial clients Day to day management of the Book Preparation and distribution of market presentations, new business and Renewal Reports Technical cover and policy wording comparisons Negotiate with and manage the market Dealing with all Commercial Products including Commercial Combined, Property Owners, Management Liability, Motor Fleet, Professional Indemnity, Cyber etc. Commitment to advancement of your CPD and professional qualifications and to your personal development. To be a successful Commercial Account Handler you will demonstrate: Good Commercial Insurance technical experience A high standard of integrity coupled with an ability to work to deadlines Excellent communication skills Also you will benefit from: Private Pension - Company contribution of 5.5%. Income Protection Insurance & 4x salary Death In Service Private Medical Health InsuranceFree CII support, memberships, course entry & exams booked with exam rewards

Job Title: Personal Tax Assistant Manager or Manager (dependant on experience) Location: St Albans (hybrid) Package: 55,000- 70,000 (higher DOE), hybrid working, 25 days hol +BH, and much more! Working Hours: Full time or Part time, Monday - Friday, 37.5 hours, core hours: 10am - 4:30pm A fantastic opportunity is available within a top 100 UK practice, as a Private Client Tax Assistant Manager, or Manager. This practice pride themselves on being a diverse, flexible, and excellent place to work, proudly ranking within the top 100 companies to work for in 2026 Within this role you will be running a portfolio as a case handler and acting manager involving compliance and advisory. This is a crucial role to the practice as they look to grow and develop their tax department. With some great benefits, and a lot of progression, this is a role you don't want to miss Private Client Tax Manager Job Responsibilities Manage a diverse portfolio of personal tax clients, primarily UK-based with international elements including non-UK trusts, arrivals and departures. Prepare and review personal tax returns, ensuring accurate and timely electronic filing in line with HMRC deadlines. Act as the main day-to-day contact for clients, delivering high-quality service and handling routine correspondence proactively. Support managers, directors and partners on advisory projects including IHT planning, pension changes, and UK residency matters. Attend and assist with client meetings, prepare meeting notes, and coordinate follow-up actions within agreed timelines and budgets. Liaise with clients and third-party advisers to gather information required for tax compliance and advisory work. Conduct technical research and assist with ad hoc assignments, HMRC enquiries, and Digital Disclosure Facility submissions. Monitor budgets, billing and chargeability, while contributing to team development through collaboration and knowledge sharing. Private Client Tax Manager Job Requirements Minimum requirement to be CTA qualified Must have a minimum of 4 years private client experience Experience in CCH packages and SharePoint is advantageous Excellent organisational, technical, interpersonal, and communication skills Private Client Tax Manager Salary & Benefits Salary is flexible depending on experience, ranging from 55k-70k (higher for more senior managers) 25 days holiday, plus bank holidays. Holiday increases with years of service up to 28 days Salary sacrifice pension up to 5%, auto enrolment to pension, death in service 4x your salary, and enhanced maternity and paternity pay Season ticket loan or car parking loan Hybrid working - 60% office, 40% remote Core working hours, and if you've hit your contracted hours, you can take Friday afternoons off! And much more Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.

In this role, you will be responsible for providing outstanding client service and support to new and existing Real Estate clients. The team specialize in innovative risk solutions to a wide variety of organisations within the Real Estate arena - Property Owners, Investors, Operators, Managers and Developers - with property portfolios across the UK and Europe. No two days are the same and you will find a variety of new challenges and opportunities to get involved in, both during the renewal and mid-term lifecycles. Account Handler - Real Estate Practice This is an excellent opportunity to join our Real Estate team as an Account Executive (Hybrid work style) based in our London office. In this role, you will be responsible for providing outstanding client service and support to new and existing Real Estate clients. The team specialize in innovative risk solutions to a wide variety of organisations within the Real Estate arena - Property Owners, Investors, Operators, Managers and Developers - with property portfolios across the UK and Europe. No two days are the same and you will find a variety of new challenges and opportunities to get involved in, both during the renewal and mid-term lifecycles. We are seeking candidates with a passion for client service and excellent communication skills. A basic grounding in general insurance would be useful, but proven administration skills and a good working knowledge of Microsoft Office applications especially Excel will give you a great starting point. We now operate a Hybrid work style which enables you to work from the most appropriate location depending on what you have to do that day. We really enjoy our time in the office meeting clients and catching up with colleagues, but we also appreciate the days we choose to stay at home and work in a comfortable, quiet environment without that commute. The Role You will be responsible for delivery of outstanding client service and support for new and existing business within the Real Estate Practice. Day to day client service, answering queries received directly from clients, brokers and other third parties, communicating by voice as well as email including: Cover advice on scenarios applied across entire insurance portfolio Contract reviews Additions/deletions of cover Acquisitions/disposals Technical analysis, renewal strategy, coverage review and alternative programme design Data review, validation and manipulation Application of technical and client knowledge to full suite of documentation required to renew / place business within London Market (including Market Presentations, MRC, Endorsements etc.) post drafting Interpretation and review of quotations, to ensure fit for purpose and meet client demands/needs Negotiation of renewal terms/quotations and mid-term cover alterations Completion of Renewal Reports - applying both technical and bespoke client knowledge to finalise post drafting. Completion of summaries of insurance for all interested parties (client / managing agents / tenants / network) - applying both technical and client knowledge post drafting Attendance at key client and market meetings Working with clients, Insurers and overseas network to address and resolve technical and portfolio issues outside of renewal Liaison with other divisions/offices of WTW to provide portfolio management for renewal and mid-term requirements What you'll bring Proven track record of delivering high levels of client service Ability to service 'volume' business to SME businesses in the UK Skilled at building effective relationships Strong communication, negotiation and influencing skills Experience of working with and adhering to processes and systems to support client service Good working knowledge of MS Excel Broad knowledge of Real Estate insurance products and market Preferably working towards Dip CII or similar What we offer Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you. Equal Opportunity Employer We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email

An Opportunity Has Arisen for an Account Handler to join a highly regarded insurance broker specialising in providing tailored insurance solutions across personal and commercial markets. As an Account Handler, you will be supporting clients primarily at renewal stage, ensuring they receive tailored advice, while identifying opportunities for retention and growth. This full-time role offers a starting salary of £30,000 and benefits. You Will Be Responsible For Managing inbound and outbound calls to existing clients with professionalism. Providing bespoke advice that reflects each client s individual circumstances. Processing policies, amendments and documentation accurately. Negotiating with both clients and insurers to achieve the best outcomes. Building and maintaining strong relationships with insurers, partners and introducers. Identifying cross-selling opportunities across a range of insurance products. Handling administrative and compliance-related duties in line with industry standards. What We Are Looking For Previously worked as a Account Handler, Account Broker, Insurance Advisor, Insurance Consultant, Account Executive or in a similar role. Minimum 1 year or experience working in personal lines either within motor and/or home insurance. Have 1 year of experience in a customer-focused role, involving regular direct interaction with clients, sales, negotiation, customer service. Have previous administrative experience. Knowledge of FCA regulatory requirements. Chartered Insurance Institute (CII) qualifications or willingness to work towards them. Competence in Microsoft Office applications (Word, Excel, Outlook). What s On Offer Competitive base Performance-related bonuses. 28 days annual leave, increasing with service. Subsidised private healthcare. Loyalty and referral bonuses. Discounts on insurance products. Flexible pension scheme and eye care vouchers. Regular social events and team-building activities. Onsite parking and good local transport links. This is an excellent opportunity to join a respected broker and build a rewarding career in client management. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

Private Clients Account Handler (High Net Worth) Location: Finchley Hybrid considered (3 days office / 2 days remote) Salary: 40k to 50k + bonus DOE A rare opportunity has arisen to join a well-established, family-owned independent broker in North London. With a strong growth trajectory, deep client loyalty, and succession planning in motion, this firm is seeking an experienced Private Clients Account Handler to strengthen its Private Clients team. The Role of the Private Clients Account Handler; Manage a portfolio of discerning HNW clients, ranging from mid-net worth to ultra-high net worth. Place risks across 28 markets, delivering tailored solutions for complex HNW home and valuables. Provide exceptional service that exceeds the expectations of a sophisticated client base. Collaborate within a small team of three, collectively handling approximately £4.5m of premium. Candidate Profile for the Private Clients Account Handler; Prior insurance broking experience, with a strong background in HNW personal lines. Demonstrated exposure to HNW home insurance (HNW motor-only experience not suitable). Excellent client relationship management skills, able to work confidently with high-profile individuals. A proactive, hands-on approach, comfortable within a close-knit, non-corporate environment. The Offering Culture: A supportive, family ethos with loyalty and collaboration at its core. Client-first focus: Service excellence is the hallmark, with exceptional levels of retention. Environment: Industrious, entrepreneurial, and roll-up-your-sleeves not corporate or siloed. Stability: Strong long-term retention once individuals settle; departures are rare and usually commute-related. Future: With growth and succession planning in place, this is a pivotal moment to join. This is an exciting chance for a high-calibre Account Handler with HNW expertise to make a genuine impact in a respected and client-driven environment.

Commercial Account Handler Bolton £30K - £35K Are you ready to work for one of the most progressive independent Insurers Brokerages in the North West? This multi award-winning, independent Insurance Broker is a one of the true success stories of the industry across the region being wildly recognised not only for their industry achievements but also for their outstanding contributions to the local community, young people and DE&I. They operate one of the leading specialist schemes in the country, in addition to supporting a wide range of commercial clients across the North West. They have enjoyed consistent organic growth alongside strategic acquisitions and are looking to further enhance their team with the addition of an Account Handler. The Role As an Account Handler, you will be working within a team dedicated to some of the businesses largest clients, taking responsibility for your own book of clients and working in close collaboration with the Senior Management and Directors. This role also involves an element of underwriting within a delegated authority, so requires excellent judgement. Your responsibilities will include: Taking ownership of a client portfolio, managing the entire insurance life cycle from new business enquiries, mid-term adjustments and renewals. Provide first-class client services, expert advice, and managing and growing relationships. Develop a strong understanding of your clients business, their requirements and their risks. Underwriting risks within our delegated authority. Dealing with day-to-day general customer enquiries from both clients and insurers. About You At least 2 years+ of experience in Commercial Insurance as either an Account Handler or Broker is essential people with a background in Underwriting who with to make the transition to Account Handling will also be considered Strong technical knowledge of commercial insurance Excellent attention to detail Superb communication and client services skills Positive and enthusiastic personality, wanting to contribute to the fantastic company culture Open mindedness to learn new skills and continuous development What's on Offer Competitive salary of up to £35,000 Enhanced pension contributions Private Medical Insurance. Life assurance 25 days annual leave (increasing with service), plus extra time off at Christmas that does not come from your entitlement. Fantastic modern offices equipped with its own bar! Free on-site parking Full support towards professional qualifications (CII etc.) Regular company socials A company who is truly invested in its people! If you're a Commercial Insurance professional who is looking for a company that can offer you the chance to work with some fantastic clients, a company that is truly progressive, and that offers you the chance to continuously enhance and develop your professional skills with a fun and supportive team, then don't hesitate and apply today.