Commercial Account Handler

Capio Recruitment; Plymouth; On-site; GBP 30,000 - 38,000; Full time

Job summary

A regional insurance brokerage in Plymouth is seeking a Commercial Account Handler to manage SME commercial risks while developing strong client relationships. This progressive role within a growing team promises career stability and satisfaction. The ideal candidate will have commercial broking experience, strong organizational and communication skills, and a detail-oriented approach, ensuring exceptional service delivery. Benefits include a bonus scheme, pension, and professional exam support.

Benefits

Bonus scheme

Wide range of additional benefits and discounts

Pension

Paid CII membership

Exam support

Qualifications

• Experience in commercial broking across various lines such as liability and property.
• Comfortable handling renewal reviews and new business quotes.
• Strong understanding of commercial markets and economic trends.

Responsibilities

• Manage renewals and new business enquiries, delivering strong results.
• Conduct renewal reviews and advise clients on cover gaps.
• Ensure accuracy in policy documentation and compliance.
• Keep track of collections and manage debts as necessary.
• Support discussions on additional cover tailored to clients.

Skills

Commercial broking experience

Handling renewals

Knowledge of commercial markets

Strong organizational skills

Interpersonal skills

Communication skills

Detail-oriented

Proactive approach

Supportive team player

Job description

Job Title

Commercial Account Handler

Location

Plymouth

Salary

£30,000 – £38,000

Benefits

Bonus scheme, wide range of additional benefits and discounts, pension, DIS, paid CII membership and exam support

About the Company

This respected regional broking hub is part of a wider group known for its meritocratic culture, long‑term growth focus, and people‑first values. With a collaborative and forward‑thinking team environment, it’s a destination employer for ambitious insurance professionals across the South West.

Role Summary

This is a long‑term, progressive role offering genuine career stability and satisfaction within a growing commercial insurance team. You’ll play a key role handling a broad book of SME commercial risks, building client relationships, and ensuring exceptional service delivery while working toward team and individual goals.

Key Responsibilities

• Manage renewals and new business enquiries : Deliver consistently strong results to support team targets
• Conduct thorough renewal reviews : Identify cover gaps and advise clients accordingly
• Market reviews and policy recommendations : Ensure bespoke, client‑focused solutions
• Policy documentation and compliance : Maintain accuracy and meet regulatory timelines
• Debt management : Keep on top of collections and escape concerns when needed
• Support additional cover discussions : Protect clients through tailored solutions

Requirements

• Commercial broking experience across lines such as liability, property, or financial
• Comfortable handling renewals, MTAs, and new business quotes
• Knowledge of commercial markets and economic trends
• Strong organisational, interpersonal, and communication skills
• Detail‑oriented, proactive, and a supportive team player

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

Related Job Titles

Commercial Insurance Advisor, Commercial Broker, SME Account Handler, Insurance Client Adviser, Commercial Lines Broker