Commercial Account Handler

Capio Recruitment Insurance; Swansea; Hybrid; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

25 days annual leave

Study support

Profit share scheme

CII qualification support

Study leave for qualifications

Job summary

Capio Recruitment Insurance in Swansea is seeking a Commercial Account Handler to manage end-to-end policy life cycles for SME to mid-corporate clients, focusing on renewals and mid-term adjustments. This role offers hybrid working, a generous leave entitlement, study support, and a profit-share scheme.

The firm actively funds professional qualifications and supports CII study leave. You will work with Account Executives on complex cases, broker with insurers, and build an effective portfolio

Qualifications

• Commercial insurance experience in account handling, broking or client executive roles.
• Willingness to develop toward CII qualifications and professional study.

Responsibilities

• Manage end-to-end policy lifecycle for commercial clients including renewals and mid-term adjustments.
• Collaborate with Account Executives on mid-market and corporate cases to broaden risk understanding.
• Negotiate terms and policy wordings with insurers and develop your underwriter network.
• Handle smaller commercial accounts autonomously to grow your pipeline and confidence.

Skills

Commercial insurance

Client relationship

Tools

Acturis

Job description

Commercial Account Handler - Swansea

Salary: £30,000 - £45,000

Benefits: Hybrid working, 25 days annual leave, Study support, Hybrid working pattern following initial onboarding, Company profit share scheme, Full financial support and structured study leave for CII qualifications, Additional earnings linked to agreed business criteria

About the Company:

An established, employee-owned independent insurance broking group with a strong regional presence across South and West Wales. Built on a collaborative, one-team culture and trusted client relationships, the business delivers comprehensive commercial insurance and risk advisory services spanning SME to mid-corporate sectors.

Role Summary:

If you are currently handling commercial business and looking for greater scope to progress, this role offers genuine flexibility to tailor your focus. You can develop complex mid-corporate technical handling alongside experienced executives, manage your own portfolio of clients, or transition toward an executive track. You will join an employee-owned firm that actively funds your professional qualifications and rewards your contribution directly through profit share.

Key Responsibilities:

• Manage the end-to-end policy lifecycle for commercial clients across renewals, mid-term adjustments, and day-to-day enquiries, giving you an established account base to service and deepening your day-to-day client relationship management skills.
• Collaborate closely with Account Executives on complex mid-market and corporate cases, offering you direct exposure to larger risk profiles and expanding your technical broking capabilities.
• Negotiate terms and policy wordings directly with open-market insurers, strengthening your personal underwriter network and giving you independence in market placement.
• Handle smaller commercial accounts autonomously, allowing you to take full ownership of your pipeline and develop your commercial confidence as an adviser.

Requirements:

• Commercial insurance experience within an account handling, broking, or client executive capacity.
• Working knowledge of commercial renewals, mid-term alterations, and documentation across SME or mid-corporate risks.
• Confident communication skills when dealing directly with commercial clients and underwriting markets.
• Experience using insurance broking platforms, with Acturis knowledge being advantageous, and commitment to working toward 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 Broker, Corporate Account Handler, Client Broker, Commercial Account Executive, Insurance Broker

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.