Account Handler - Progression Opportunity

JR United Kingdom; Cheltenham; On-site; GBP 30,000 - 45,000; Full time

Job summary

A growing independent brokerage in Cheltenham is seeking an enthusiastic Account Handler to manage a diverse portfolio of commercial clients. This role promises excellent career progression and professional development through mentorship and training. Candidates should have relevant experience in commercial insurance and exhibit strong communication and organizational capabilities.

Benefits

Performance-related bonus

Flexible working

Company pension scheme

Ongoing training and development

Career progression

Qualifications

• 2–5+ years’ experience in a commercial insurance role.
• Knowledge of key insurance lines and client needs.
• Confidence working directly with clients and insurers.

Responsibilities

• Take ownership of a portfolio of commercial clients, supporting with renewals and servicing.
• Deal directly with insurers and clients, providing clear, efficient service.
• Work on new business enquiries independently or alongside the Account Executive team.

Skills

Communication

Organizational skills

Client management

Problem-solving

Education

Cert CII

Job description

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Posted:

06.06.2025

Expiry Date:

21.07.2025

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Job Description:

A real progression opportunity for an ambitious Account Handler, joining a growing independent brokerage that’s building something different…

This is a chance to be part of something special at the very start of the journey, joining a young business with serious goals – plus the infrastructure and senior team in place to achieve them.

Do you want to work in a progressive environment where you’ll be empowered to succeed?

• This is a business where people are given the support and coaching to grow.
• You’ll have a clear progression plan, regular check-ins and practical development through formal training and day-to-day mentoring.
• Whether you want to move into more senior handling, client management, or team leadership down the line, your path will be shaped around your goals.

About the Account Handler Role

• You’ll take ownership of a portfolio of commercial clients and those in various specialist sectors and professions - supporting them with renewals, MTA’s, day-to-day servicing, queries and cover reviews.
• You’ll deal directly with insurers and clients, providing clear, efficient service that helps build trust and long-term relationships.
• You’ll work on new business enquiries either independently or alongside the Account Executive team.
• This is a broad, varied role with lots to get involved in.
• You’ll also be part of a team that’s shaping the way things are done.

What You’ll Need

• 2–5+ years’ experience in a commercial insurance role.
• Knowledge of key insurance lines and client needs.
• Strong communication and organisational skills.
• Confidence working directly with clients and insurers.
• A mindset geared toward learning, development, and improvement.
• Cert CII is useful but not essential as full support is available.

Salary & Benefits

• Performance-related bonus.
• Flexible working, with time spent in the office to build co-operation and collaboration.
• Company pension scheme.
• Ongoing training, development, and support.
• Career progression built into your role from the start.