Commercial Account Handler

Capio Recruitment Insurance; Somerton; On-site; GBP 30,000 - 42,000; Full time

Benefits offered by this job

Performance-related bonus scheme

Company pension scheme

Life insurance

Fully funded CII membership and exam

Employee discount scheme

Job summary

Capio Recruitment Insurance is seeking a Commercial Account Handler in Somerton, Somerset to manage a diverse SME and mid-market portfolio from inception to renewal.

You will build strong client relationships, conduct market exercises, and work with insurers to tailor coverage. The role emphasises developing technical expertise and pursuing CII qualifications with full support from the team.

Qualifications

• Commercial insurance broking experience across core classes (property, casualty, liability).
• Renewals, mid-term adjustments and new business enquiries in an established broking environment.
• Clear interpersonal and negotiation skills to advise business owners and work with underwriters.
• Willingness to pursue CII qualifications.

Responsibilities

• Manage a diverse portfolio of commercial clients across property, liability, and financial lines from inception through renewal.
• Conduct market exercises and negotiate with composite insurers and underwriting systems.
• Advise clients on coverage gaps and recommend bespoke policy enhancements.
• Handle complex mid-term adjustments, renewals and new business quotations.

Skills

Negotiation

Client advisory

Interpersonal skills

Broking expertise

Education

Pursuing CII qualifications

Tools

Underwriting systems

Job description

Commercial Account Handler - Somerton, Somerset

Salary: Negotiable depending on experience

Benefits

• Performance-related bonus scheme
• Company pension scheme
• Life insurance
• Fully funded CII membership and examination support
• Employee discount scheme

About the Company

A well-established and respected insurance brokerage with a significant national presence and strong local branch roots. Operating from modern offices in Somerset, the business combines extensive market access with a personal, client-focused broking approach. The team prioritises technical expertise, long-term stability, and continuous investment in professional qualifications and staff development.

Role Summary

If you are currently handling commercial accounts and seeking greater variety, this role provides an ideal next step. You will join an established, welcoming branch team handling diverse SME and mid-market commercial risks. The position offers access to broad market wordings, exposure to increasingly complex corporate cases, and comprehensive support to achieve your CII credentials.

Key Responsibilities

• Manage a diverse portfolio of commercial clients across property, liability, and financial lines from inception through renewal. This gives you full file ownership and strong, lasting client relationships.
• Conduct thorough market exercises and negotiate directly with composite insurers and underwriting systems. This allows you to develop key market relationships and gain autonomy over your placement strategy.
• Advise clients on coverage gaps and recommend bespoke policy enhancements, sharpening your consultative broking skills and deepening your technical product mastery.
• Handle complex mid-term adjustments, renewals, and new business quotations, providing you with continuous exposure to varied commercial risks and broader underwriting trends.

Requirements

• Commercial insurance broking experience across core classes, including commercial property, casualty, and liability lines.
• Experience managing renewals, mid-term adjustments, and new business enquiries within an established broking environment.
• Clear interpersonal and negotiation skills, with the confidence to advise commercial business owners and collaborate effectively with insurer underwriters.
• Working knowledge of open-market and online underwriting systems, alongside an active commitment or interest in pursuing CII qualifications.

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: Commercial Insurance Advisor, Commercial Broker, Corporate Account Handler, Commercial Insurance Broker, Insurance Account 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.