Commercial Account Handler

Capio Recruitment; West of England; On-site; GBP 32,000 - 48,000; Full time

Job summary

Capio Recruitment Bristol-based team is seeking a proactive professional to join a growing new business function within a global, employee‑owned insurance brokerage. You will work with warm leads, gain exposure to quoting, placement, and policy structuring, and collaborate across internal teams to deliver client solutions.

The role offers strong progression within a fast‑growing brokerage and scope to develop technical knowledge across commercial lines while maintaining high standards of client

Qualifications

• Exposure to new business or strong interest in moving into a new business‑focused role.
• Cert CII qualified (or working towards).
• Strong communication and relationship‑building skills.
• Motivated, proactive, and confident personality.

Responsibilities

• Develop new business opportunities: Build relationships with prospects and convert warm leads into clients
• Support the new business process: Gain hands‑on experience across quoting, placement, and policy structuring
• Handle documentation and broking tasks: Strengthen technical knowledge across commercial insurance products
• Collaborate with internal teams: Work closely with colleagues to drive growth and deliver client solutions
• Maintain compliance and records: Ensure accuracy and professionalism across all client interactions

Skills

Communication skills

Relationship-building

Education

Cert CII or working towards

Job description

You’ll be joining a global, employee‑owned insurance brokerage with a strong reputation for innovation and client service. With a growing presence across the UK and internationally, the business combines entrepreneurial spirit with the backing of a large‑scale group. Known for its collaborative and people‑first culture, it offers excellent long‑term career development and internal progression opportunities.

Role Summary

This is an opportunity to join a growing Bristol‑based team focused on new business; working with warm leads and alongside a supportive team, you’ll play a key role in winning and developing new clients. The role offers strong exposure to new business activity, technical development across commercial lines, and clear progression within a fast‑growing brokerage.

Key Responsibilities

• Develop new business opportunities: Build relationships with prospects and convert warm leads into clients
• Support the new business process: Gain hands‑on experience across quoting, placement, and policy structuring
• Handle documentation and broking tasks: Strengthen technical knowledge across commercial insurance products
• Collaborate with internal teams: Work closely with colleagues to drive growth and deliver client solutions
• Maintain compliance and records: Ensure accuracy and professionalism across all client interactions

Requirements

• Exposure to new business or a strong interest in moving into a new business‑focused role
• Cert CII qualified (or working towards)
• Strong communication and relationship‑building skills
• Motivated, proactive, and confident personality