SME Account Handler

SME Account Handler | Bolton | Up to £40,000 | Hybrid Working Available

Looking to join a people-focused brokerage that puts client service and career development front and centre?

This growing, values-driven insurance broker is on the lookout for an SME Account Handler to support their Account Executives and deliver an exceptional experience to their commercial clients. If you're proactive, technically strong, and ready to be part of a collaborative team, this could be a great move.

The Role

1. Support Client Executives in the day-to-day servicing of SME commercial accounts
2. Handle renewals, MTAs, new business quotes, and general client queries
3. Act as a key point of contact with insurers, negotiating terms and coverage
4. Apply technical insurance knowledge to deliver effective solutions for clients
5. Maintain accurate records via Acturis and ensure compliance with FCA standards
6. Identify cross-selling opportunities and pass leads to relevant teams

Who They're Looking For

1. Experience handling SME commercial insurance policies
2. Sound technical knowledge of broking processes and commercial lines
3. Cert CII qualified or working towards
4. Excellent organisation and communication skills
5. Comfortable using Acturis and the Microsoft Suite
6. A positive, team-oriented approach with a commitment to continuous learning

What's On Offer

1. Salary up to £40,000, depending on experience
2. Hybrid working for better work-life balance
3. 30 days holiday plus bank holidays
4. Generous pension contribution
5. Private Medical Insurance
6. Group Life Assurance and Income Protection
7. A people-first, inclusive culture focused on professional development

If you're ready for your next chapter with a modern, ambitious brokerage - get in touch for a confidential chat.