Commercial Account Handler

Capio Recruitment Insurance; United Kingdom; 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 study funding

Study leave for CII qualifications

Performance incentives

Job summary

Capio Recruitment Insurance is seeking a Commercial Account Handler in Pembrokeshire. You will manage a portfolio of commercial clients, handling renewals, mid-term adjustments, and day-to-day enquiries, while building relationships with clients and insurers.

Join an employee-focused firm offering hybrid working after onboarding, profit share, study support for CII qualifications, and generous leave. You will develop expertise with experienced colleagues and advance your broking career.

Qualifications

• Commercial insurance experience in account handling, broking or client executive roles.
• Experience with renewals and mid-term alterations for SME or mid-corporate risks.
• Confident communication with commercial clients and underwriting markets.
• Acturis knowledge is advantageous; working toward CII qualifications.

Responsibilities

• Manage end-to-end policy lifecycle for commercial clients, including renewals and mid-term changes.
• Collaborate with Account Executives on mid-market and corporate cases.
• Negotiate terms and policy wordings with open-market insurers.
• Handle smaller commercial accounts autonomously and grow your pipeline.

Skills

Commercial insurance experience

Communication skills

Client relationship management

Tools

Acturis

Job description

Commercial Account Handler - Pembrokeshire

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.