Enterprise SME Account Handler

IPS Group Limited; Amersham; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A renowned insurance firm in Amersham is seeking an SME Commercial Account Handler to manage a portfolio of clients. This full-time, hybrid role involves client servicing, negotiating with insurers, and ensuring compliance with FCA standards. Ideal candidates will have commercial broking experience, strong client service skills, and familiarity with systems like Acturis. The position requires two office days a week and offers scope for professional development.

Qualifications

• Previous experience in a commercial account handling role.
• Good understanding of commercial lines products.
• Understanding of FCA requirements and Consumer Duty standards.

Responsibilities

• Manage a portfolio of SME clients and support full lifecycle of client servicing.
• Communicate clearly with clients and internal teams.
• Negotiate with insurers across various commercial products.

Skills

Commercial broking experience

Strong client service skills

Confident communication style

Education

Progression towards CII qualifications

Tools

Acturis or similar systems

Job description

A great opportunity has become available for an SME Commercial Account Handler to join a supportive and established team in Amersham. This role is ideal for someone with existing commercial broking experience who is looking for a stable, client focused position with plenty of scope for development.

In this role you will handle a portfolio of SME clients and support the full lifecycle of client servicing. This includes managing renewals, MTAs, client queries and basic claims support, as well as ensuring all documentation is accurate and compliant. You will also work closely with insurers to negotiate competitive terms and maintain strong working relationships to support ongoing client retention.

You will be responsible for managing day to day client servicing, providing clear and confident communication to both clients and internal teams. You will build strong, trusted relationships with your SME clients and ensure that all work is carried out in line with FCA requirements and internal standards. You will negotiate with insurers across a range of commercial products and contribute to a positive team culture by sharing knowledge and supporting colleagues where needed.

To be considered for this position you will need previous experience in a commercial account handling role, ideally within the SME space. You should have a good understanding of commercial lines products and be comfortable working with systems such as Acturis or similar. Strong client service skills and a confident communication style are essential, along with a solid understanding of FCA requirements and Consumer Duty standards. Progression towards CII qualifications would be beneficial but is not essential.

This is a hybrid position that requires two office days each week as standard, with Monday being mandatory. Once training is complete this will increase to three days in the office. You must be able to commute to the Amersham office. The role is full time, Monday to Friday, and the start date is as soon as possible.

Candidates must also have full right to work in the UK.