Commercial Account Handler

Capio Recruitment Insurance; Birmingham; Hybrid; GBP 40,000 - 45,000; Full time

Benefits offered by this job

Hybrid working after probation

CII funding & study support

Job summary

Capio Recruitment Insurance in Birmingham is seeking a Commercial Client Adviser to manage a portfolio of mid-market and corporate clients, supporting Account Executives and developing client relationships.

You will handle renewals and broker placements with a broad panel of insurers, while working towards Account Executive progression in a hybrid role after probation.

Qualifications

• Experience in mid-market or corporate commercial insurance broking.
• Knowledge of core commercial covers: Commercial Combined, Property, PL, EL, PI, Fleet, Motor Trade and Engineering.
• Cert CII qualification or a commitment to study with company support.

Responsibilities

• Manage renewals, mid-term adjustments and insurer negotiations across varied commercial risks from inception to completion.
• Broker mid-market and corporate placements across a broad panel of insurers.
• Partner with Account Executives on complex accounts and new business pitches.
• Attend face-to-face client visits with Account Executives to gain exposure and progression.

Skills

Commercial insurance

Account handling

Mid-market / corporate exposure

Acturis

Client facing / relationship mgmt

CII study commitment

Education

Cert CII qualification

Tools

Acturis

Job description

Job Title: Commercial Client Adviser - Birmingham

Salary: Circa £40,000 - £45,000

Benefits: Hybrid working following probation, CII qualification funding and study support

About the Company

An established independent insurance broker with a growth strategy and a strong footprint across corporate and commercial risks. The business continues to expand while maintaining a collaborative, people-focused culture where individual contributions are recognised. Its Birmingham office offers a settled, close-knit team environment with structured progression routes towards Account Executive roles and technical specialisms.

Role Summary

If you're an experienced Commercial Account Handler with mid-market experience ready to step into corporate business, this role offers a clear pathway. You'll support established Account Executives and the Regional Director, managing a varied portfolio of mid-market and corporate clients with larger, more complex risks. You'll also gain direct client exposure through meetings, helping you develop the technical and relationship-management skills needed to progress towards an Account Executive role.

Key Responsibilities

• Manage renewals, mid-term adjustments and insurer negotiations across varied commercial risks from inception to completion, giving you total ownership of your account base and direct influence over placement strategy.
• Broker mid-market and corporate placements across a broad panel of composite insurers, allowing you to build personal underwriter relationships and deepen your technical market knowledge.
• Partner with Account Executives on complex accounts and new business pitches, offering you strategic insight into client presentations and executive-level advisory work.
• Attend face-to-face client visits alongside Account Executives, giving you valuable client-facing exposure and establishing a natural progression route into client executive roles.

Requirements

• Proven commercial insurance broking or account handling experience beyond the enterprise/SME level, with mid-market or corporate exposure to larger, more complex risks
• Solid technical knowledge of core commercial covers, such as Commercial Combined, Property, PL, EL, PI, Fleet, Motor Trade and Engineering.
• Proficiency with Acturis for broking, invoicing and day-to-day policy administration
• Comfortable managing the full renewal and broking process, dealing directly with commercial clients and using your own initiative within a collaborative team environment
• Cert CII qualification or a commitment to study towards it with full company support.

If this role isn't quite right, it's still worth speaking to one of our specialist team, as we may be working on something that hasn't hit the market yet.

Related Job Titles: Corporate Account Handler, Commercial Broker, Insurance Account Handler, Client Adviser, Commercial Client Handler

Referral scheme: We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let us know.