Corporate Account Handler

Capio Recruitment; West of England; Hybrid; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

Dynamic and high-performing culture

Inclusive environment

Job summary

A leading recruitment firm is seeking a Corporate Account Handler to join their high-performing corporate insurance team in Bristol. In this role, you will manage mid-sized commercial risks while supporting Account Executives, using Acturis to ensure efficiency in workflows. The environment promotes growth and collaboration, offering a hybrid working model and a dynamic culture. Ideal candidates will have strong commercial insurance experience and a proven ability to build client relationships.

Qualifications

• Strong commercial insurance experience with a focus on mid-sized corporate clients.
• Ability to build relationships in a broking environment.
• Understanding of commercial risks associated with various insurance products.

Responsibilities

• Support Account Executives in managing existing portfolios.
• Use Acturis to manage documents and workflows efficiently.
• Provide expertise on commercial insurance products to clients.

Skills

Commercial insurance experience

Technical knowledge of commercial products

Relationship-building ability

Education

CII qualification or working towards

Tools

Acturis

Job description

Location: Bristol (3 days in office / 2 from home)

Overview

Join a close-knit, high-performing corporate insurance team within a global group as Corporate Account Handler. Work on mid-corporate accounts (£15k–£500k GWP) with real autonomy and broker trust. Enjoy hybrid working, a dynamic and high-performing culture in an inclusive environment. If you're Acturis-ready and thrive in a buzzing office, this one's for you.

About the Company

This team operates as a dynamic division within a global insurance brokerage, maintaining the feel of a close-knit, independent outfit despite its powerful backing. With strong staff retention, a culture that blends professional excellence with authenticity, and steady growth ambitions, they’ve carved a niche in the mid-market corporate space.

Role Summary

You will step into a Corporate Account Handler position, handling mid-sized commercial risk. You’ll work closely with a team of Account Executives, helping service a varied portfolio across property, construction, fleet, haulage and more. This is an excellent opportunity for someone with strong commercial insurance experience who wants to work in a dynamic, high-performing environment with a supportive and flexible culture. The team has a track record of retaining talent and offers a hybrid structure with a great internal culture.

Key Responsibilities

• Support Account Executives in managing existing portfolios: handle renewals, mid-term adjustments, deliver high-quality service; ensure retention and contribute to growth
• Use Acturis confidently: Manage documents and workflows efficiently
• Provide commercial insurance products expertise to clients, apply and expand technical knowledge to deliver tailored solutions
• Liaise and engage proactively with insurers, customers and internal stakeholders. Build strong relationships, drive renewal conversations and manage expectations
• Managed client documentation and onboarding: ensuring the information is comprehensive and accurate to support the quoting process
• Support growth of the business: Contribute to business development, collaborate with the team, identify opportunities for cross-selling and upselling

Requirements

• Commercial insurance experience and strong technical knowledge of commercial products (fleet, property, BI, D&O, EL, PL), ready to hit the ground running
• Demonstrable technical insurance knowledge and relationship-building ability, in a broking environment, experience working with insurers would be desirable
• Comfortable handling mid-sized corporate premiums (£15,000+), with strong understanding of commercial risks
• CII qualification or working towards, but not essential