SME Account Handler

Stride Resource Management Ltd; High Wycombe; Hybrid; GBP 32,000 - 40,000; Full time

Job summary

A respected brokerage in the UK is seeking an SME Account Handler/AE to manage a portfolio of small to medium-sized commercial clients. You will provide excellent service while identifying and converting new business opportunities. Candidates should have experience in a commercial insurer role and possess strong organizational and communication skills. The position offers a hybrid working model with competitive salary and benefits, including support for professional qualifications and clear career progression.

Benefits

25 days holiday plus bank holidays

Pension scheme and company benefits package

Full support for professional qualifications

Friendly, collaborative team environment

Clear career progression opportunities

Qualifications

• Experience in a commercial insurer role (broker or insurer side).
• Strong understanding of SME insurance products, including property, liability, and combined covers.
• Proactive and commercially minded with a drive to grow both your portfolio and the business.

Responsibilities

• Managing client renewals, mid-term adjustments, and day-to-day queries.
• Preparing and issuing accurate policy documentation and reports.
• Building relationships with existing clients and identifying cross-sell opportunities.
• Prospecting and converting new SME clients, supporting business growth.
• Liaising with insurers to secure competitive terms and coverage.
• Ensuring compliance with FCA regulations and internal standards.

Skills

Communication

Organizational skills

Relationship building

Commercial awareness

Education

Cert CII qualified or working towards

Tools

Acturis or similar broking systems

Job description

The Role :

As an SME Account Handler / AE, you'll manage a portfolio of small to medium-sized commercial clients, providing excellent service while also identifying and converting new business opportunities.

Key Responsibilities :

• Managing client renewals, mid-term adjustments, and day-to-day queries
• Preparing and issuing accurate policy documentation and reports
• Building relationships with existing clients and identifying cross-sell opportunities
• Prospecting and converting new SME clients, supporting business growth
• Liaising with insurers to secure competitive terms and coverage
• Ensuring compliance with FCA regulations and internal standards
• Supporting the wider team in delivering first-class client service

About You :

• Experience in a commercial insurer role (broker or insurer side)
• Strong understanding of SME insurance products, including property, liability, and combined covers
• Confident communicator with excellent organisational and relationship-building skills
• Proactive and commercially minded with a drive to grow both your portfolio and the business
• Experience using Acturisor similar broking systems (desirable)
• Cert CII qualified or working towards (support available)

What's on Offer :

• Salary : £32,000 - £40,000, dependent on experience
• Hybrid working model (split between home and Amersham office)
• 25 days holiday plus bank holidays
• Pension scheme and company benefits package
• Full support for professional qualifications and ongoing development
• Friendly, collaborative team environment
• Clear career progression opportunities within a growing independent broker

This is an exciting opportunity for a commercially minded SME Account Handler / AE to join a respected brokerage where you'll have the chance to manage your own portfolio, grow new business, and develop your career.

Apply today or contact us for a confidential discussion about the role.