Commercial/SME Insurance Account Handler

Get Recruited Ltd; Llandudno; Hybrid; GBP 34,000 - 40,000; Full time

Job summary

A leading insurance broker based in Llandudno is seeking an experienced Commercial/SME Insurance Account Handler to join their team. The role offers a competitive salary of up to £40,000 plus bonuses. The successful candidate will manage client accounts, ensure high levels of customer satisfaction, and work collaboratively with Account Executives. Strong communication and organizational skills are essential for success in this position. This opportunity provides a pathway for career development in a supportive environment.

Benefits

Salary up to £40,000 + Bonus

CII & ACII Study Support

Bonus Structure for meeting targets

Clear Development path to Exec

Free parking

Qualifications

• Experience in an Account Handler role focusing on commercial insurance in any sector.
• Acturis experience is ideal.
• Ability to organize self and own work.
• Questioning and evaluation of client needs.
• Ability to build relationships with internal and external stakeholders.
• Strong verbal and written communication skills.
• Proven selling and cross-selling abilities.
• Excellent rapport building with clients and underwriters.

Responsibilities

• Maintain regular contact with existing customers to ensure their insurance needs are met.
• Prepare and agree forecasts, targets, plans, and budgets.
• Work closely with Account Executives and other Account Handlers for customer satisfaction.
• Keep files, notes, and records clear and complete for staff access during absences.
• Comply with FCA Principles and internal procedures.
• Assist with London Market presence and placements via Lloyds.

Skills

Experience in an Account Handler role focusing on commercial insurance

Acturis experience

Organizational skills

Client needs evaluation

Relationship building

Communication skills

Selling and cross-selling

Rapport building with clients and underwriters

Job description

Overview

COMMERCIAL/SME INSURANCE ACCOUNT HANDLER – LLANDUDNO – Hybrid options available – UP TO £40,000 + BONUS

My client is a well established Insurance Broker in the commercial sector and is now looking to expand their team after recent unprecedented growth. They are seeking an experienced Commercial/SME Account Handler to join the team and develop their career within the business. You will be working alongside two existing Account Executives and handling Commercial/SME client accounts on their current books of business, as well as attending client visits. If you are an experienced Account Handler looking for a rewarding environment with opportunities to develop and progress and to work with a driven and motivated team, this opportunity is not to be missed.

Package

• Salary up to £40,000 + Bonus
• CII & ACII Study Support
• Bonus Structure for meeting targets
• Clear Development path to Exec
• Free parking

Responsibilities

• To maintain appropriate, regular contact with existing customers and ensure their insurance requirements continue to be met in line with service levels.
• In conjunction with the manager of the construction division, prepare and agree any forecasts, targets, plans and budgets for your respective area of work in order to establish clear work targets.
• To work closely with Account Executives and other Account Handlers where necessary, to ensure a high level of customer satisfaction.
• Make certain that files, notes and other records are clear, complete, up to date and available to other staff during periods of absence, in order to maintain high levels of client service and accuracy of documentation.
• To act at all times within the FCA Principles for Business and to comply with FCA and internal procedures at all times in order to ensure the company meets its responsibilities in this area.
• To assist the wider Division and Broking team with London Market presence and with placing via Lloyds.

Skills & Abilities

• Experience in an Account Handler role focusing on commercial insurance in any sector
• Acturis experience ideal
• Ability to organise self and own work
• Questioning and evaluation of client needs
• Ability to build relationships - internal & external
• Communication skills: telephone, verbal & written
• Selling and cross selling
• Rapport building with clients and underwriters

To Apply

• If you are an experienced Account Handler with the required skills, please send your CV for immediate consideration as we are currently shortlisting candidates for interview.

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