Commercial Account Handler

Get Recruited; Stourbridge; On-site; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Study support

Career progression

Independent brokerage environment

Job summary

Get Recruited is partnering with a small independent brokerage in Dudley to recruit an SME Account Handler as the team grows. You'll join a collaborative business in Stourbridge where you can contribute to how the team develops, with study support and opportunities to progress your career.

You'll be supported to develop specialist skills in SME insurance. For an SME Account Handler who enjoys looking after clients and working closely with colleagues, this role offers the chance for your

Qualifications

• Experience as SME/Commercial Account Handler in SME insurance.
• Ability to understand client needs and explain insurance clearly.
• Strong telephone, written, and verbal communication.
• Organised with ability to manage own workload.
• Comfortable identifying sales and cross-selling opportunities.
• Collaborative mindset and ambition to develop insurance career.

Responsibilities

• Maintain regular contact with existing SME clients, understanding their businesses and reviewing whether their insurance continues to meet their needs.
• Ask relevant questions and assess client requirements, identifying changes in their circumstances or potential gaps in cover.
• Respond to customer enquiries clearly and promptly, maintaining agreed service standards and keeping clients informed.
• Work closely with Account Executives and fellow handlers to coordinate activity and deliver a consistent service.
• Identify appropriate opportunities to sell or cross-sell insurance products where they meet a client's needs.
• Keep files, notes and policy records clear, accurate and up to date so colleagues can provide continuity during absences.
• Organise your workload effectively, balancing ongoing client contact with administration and outstanding actions.
• Follow FCA requirements and internal procedures, maintaining accurate documentation throughout.

Skills

Client relationship management

Communication skills

Organisational skills

Cross-selling

Team collaboration

Job description

SME ACCOUNT HANDLER

STOURBRIDGE

UP TO £40,000 + STUDY SUPPORT + PROGRESSION OPPORTUNITIES

THE OPPORTUNITY:

Get Recruited is partnering with a small independent brokerage in Dudley to recruit an SME Account Handler as the team grows.

You'll join a collaborative business where you can contribute to how the team develops, with study support and opportunities to progress your career.

For an SME Account Handler or Commercial Account Handler who enjoys looking after clients and working closely with colleagues, this offers a role where your experience and ideas can make a difference.

THE SME ACCOUNT HANDLER ROLE:

Building on your experience as an SME Account Handler or Commercial Account Handler, you'll:

• Maintain regular contact with existing SME commercial clients, understanding their businesses and reviewing whether their insurance continues to meet their needs.
• Ask relevant questions and assess client requirements, identifying changes in their circumstances or potential gaps in cover.
• Respond to customer enquiries clearly and promptly, maintaining agreed service standards and keeping clients informed.
• Work closely with Account Executives and fellow handlers to coordinate activity and deliver a consistent service.
• Identify appropriate opportunities to sell or cross-sell insurance products where they meet a client's needs.
• Keep files, notes and policy records clear, accurate and up to date so colleagues can provide continuity during absences.
• Organise your workload effectively, balancing ongoing client contact with administration and outstanding actions.
• Follow FCA requirements and internal procedures, maintaining accurate documentation throughout.

THE PERSON:

• Experience as an SME Account Handler, SME Account Handler or Commercial Account Handler within SME commercial insurance.
• Able to understand client needs and explain insurance information clearly.
• Confident building relationships with customers, colleagues and external contacts.
• Strong telephone, written and verbal communication skills.
• Organised and able to manage your own workload.
• Comfortable identifying suitable sales and cross-selling opportunities.
• A collaborative approach and an interest in developing your insurance career.

Whether you're currently an SME Account Handler or Commercial Account Handler, you'll need relevant SME insurance experience and a commitment to looking after clients properly.

THE BENEFITS:

• Salary up to £40,000, depending on experience.
• Study support.
• Career development and progression opportunities.
• A small, collaborative independent brokerage.
• The opportunity to contribute as the business grows.