SME Account Handler

Get-Recruited (UK) Ltd; England; Hybrid; GBP 40,000; Full time

Job summary

An ambitious brokerage is seeking an SME Account Handler to join their people-focused team. This role involves supporting Client Executives, managing renewals, and utilizing technical insurance knowledge to provide exceptional service to commercial clients. The company values a collaborative culture and offers hybrid working to promote work-life balance. With a commitment to professional development and a range of benefits, this position is perfect for proactive individuals looking to make a significant impact in the insurance sector. If you thrive in a dynamic environment and are eager to grow your career, this opportunity is for you.

Benefits

30 days holiday plus bank holidays

Generous pension contribution

Private Medical Insurance

Group Life Assurance

Income Protection

People-first inclusive culture

Qualifications

• Experience in handling SME commercial insurance policies.
• Sound technical knowledge of broking processes and commercial lines.

Responsibilities

• Support Client Executives in servicing SME commercial accounts.
• Negotiate terms and coverage with insurers.

Skills

SME commercial insurance handling

Technical knowledge of broking processes

Excellent organisation skills

Communication skills

Team-oriented approach

Education

Cert CII qualified

Working towards Cert CII

Tools

Acturis

Microsoft Suite

Job description

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

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

Who They're Looking For

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

What's On Offer

• Salary up to 40,000, depending on experience
• Hybrid working for better work-life balance
• 30 days holiday plus bank holidays
• Generous pension contribution
• Private Medical Insurance
• Group Life Assurance and Income Protection
• 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.

Get Recruited is acting as an Employment Agency in relation to this vacancy.