SME Account Handler

Reed; West Midlands; On-site; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Bonus scheme

Job summary

Reed in Halesowen is seeking an experienced SME Account Handler to manage a portfolio of SME clients, providing expert insurance advice and a high level of service across commercial policies.

You will handle renewals, MTAs, and new business enquiries, liaise with insurers, and build lasting client relationships in a collaborative office-based team environment.

Qualifications

• Experience as SME Account Handler within an insurance brokerage or insurer environment.
• Good working knowledge of commercial insurance products for SME businesses.
• Strong communication and relationship-building skills.
• Organised and detail-oriented with the ability to manage a varied workload.
• Proactive and customer-focused approach.
• Office-based role in a supportive team.

Responsibilities

• Managing renewals, MTAs, and new business enquiries for SME clients.
• Handling a broad range of commercial insurance products (Property, Liability, Motor Fleet, PI, Package).
• Building and maintaining strong client relationships as the main contact.
• Negotiating terms, coverage, and pricing with insurers.
• Identifying cross-selling and up-selling opportunities within existing accounts.
• Maintaining accurate documentation and regulatory compliance.
• Delivering proactive, solutions-focused service tailored to client needs.

Skills

SME account handling

Insurance knowledge

Client relationships

Communication

Organised

Job description

Are you an experienced and customer-focused SME Account Handler looking for your next career move? Our client, a well-established and highly respected insurance brokerage, is seeking a driven professional to join their growing team in Halesowen. You'll be responsible for managing a diverse portfolio of Small to Medium Enterprise (SME) clients, providing expert insurance advice and delivering an outstanding level of service across a range of commercial insurance products.

Key Responsibilities

• Managing renewals, mid-term adjustments (MTAs), and new business enquiries for SME clients
• Handling a broad range of commercial insurance products, including Property, Liability, Motor Fleet, Professional Indemnity, and Package policies
• Building and maintaining strong client relationships, acting as the main point of contact
• Liaising with insurers to negotiate favourable terms, coverage, and pricing
• Identifying cross-selling and up-selling opportunities within existing accounts
• Maintaining accurate documentation and ensuring compliance with regulatory requirements
• Delivering a proactive, solutions-focused service tailored to each client's needs

What We're Looking For

• Previous experience as an SME Account Handler within an insurance brokerage or insurer environment
• Good working knowledge of commercial insurance products for SME businesses
• Strong communication and relationship-building skills
• Organised and detail-oriented, with the ability to manage a varied workload
• A proactive and customer-focused approach
• Ability to work effectively within a supportive office-based team

What's on Offer

• Salary up to £40,000, depending on experience
• Bonus scheme
• Supportive and reputable brokerage environment
• Opportunities for professional development and progression
• Monday to Friday, 9am-5pm, office-based

If you have experience within SME insurance and are looking to join a growing and respected brokerage, we'd love to hear from you.