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For Companies At a Glance
- Tasks: Manage SME client portfolios and provide tailored insurance solutions.
- Company: Join a respected insurance brokerage known for excellent client service.
- Benefits: Enjoy a supportive team environment and opportunities for professional growth.
- Why this job: Make a real impact by helping businesses secure the right insurance coverage.
- Qualifications: Experience in commercial or SME insurance is essential; strong communication skills are a must.
- Other info: Contact us if you have relevant experience or know someone who does!
The predicted salary is between 36000 - 60000 £ per year.
PURPOSE OF ROLE
We’re recruiting on behalf of a well-regarded insurance brokerage known for its strong client service and SME market expertise. They’re looking for an experienced SME Account Handler to manage a portfolio of clients, provide tailored insurance solutions, and ensure high levels of retention and satisfaction.
RESPONSIBILITIES
- Manage a portfolio of SME clients, providing expert advice and support on their insurance needs
- Handle renewals, mid-term adjustments, and new business quotations
- Build and maintain strong client relationships through proactive and responsive service
- Liaise with insurers to negotiate terms and ensure competitive and appropriate cover
- Ensure all client records and documentation are accurate, compliant, and up to date
- Support Account Executives and contribute to the broader team’s success
DAY-TO-DAY
- Respond to client queries by phone and email, delivering prompt and clear communication
- Process and issue renewal and adjustment documents
- Prepare and present insurance quotations tailored to client requirements
- Update internal systems with accurate client and policy information
- Coordinate with insurers for quotes, endorsements, and claims updates
- Monitor diary tasks and renewals to maintain seamless service delivery
EXPERIENCE
- Proven experience as an Account Handler within commercial or SME insurance
- Strong understanding of insurance products relevant to small and medium-sized businesses
- Comfortable managing a busy portfolio with minimal supervision
- Experience working with insurer portals and back-office systems
- Demonstrated commitment to client service and retention
SKILLS
- Excellent communication and relationship-building abilities
- Strong attention to detail with sound administrative and organisational skills
- Confident negotiating with insurers and presenting options to clients
- Proficient in insurance systems and Microsoft Office
- Ability to prioritise, meet deadlines, and adapt to changing client needs
- Professional, positive, and client-focused approach
If you have the relevant experience or know someone that does please contact me now on 07441922901 or email us at admin@lawesgroup.co.uk
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SME Account Handler employer: Lawes Insurance Recruitment
Contact Detail:
Lawes Insurance Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SME Account Handler
✨Tip Number 1
Familiarise yourself with the specific insurance products relevant to SMEs. Understanding these products will not only help you in interviews but also demonstrate your commitment to providing tailored solutions for clients.
✨Tip Number 2
Network with professionals in the insurance industry, especially those who work with SMEs. Attend industry events or join online forums to build connections that could lead to valuable insights and potential referrals.
✨Tip Number 3
Brush up on your negotiation skills. As an SME Account Handler, you'll need to negotiate terms with insurers, so practice articulating your points clearly and confidently to ensure you can advocate effectively for your clients.
✨Tip Number 4
Stay updated on industry trends and changes in regulations affecting SMEs. This knowledge will not only enhance your expertise but also show potential employers that you're proactive and well-informed about the market.
We think you need these skills to ace SME Account Handler
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an Account Handler, particularly in the SME insurance sector. Emphasise your skills in client relationship management and your understanding of insurance products relevant to small and medium-sized businesses.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your ability to manage a busy portfolio. Mention specific examples of how you've successfully handled renewals and provided tailored insurance solutions in the past.
Highlight Relevant Experience: In your application, clearly outline your previous roles and responsibilities that align with the job description. Focus on your experience with insurer portals, back-office systems, and your commitment to client retention.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the role of an Account Handler.
How to prepare for a job interview at Lawes Insurance Recruitment
✨Know Your Insurance Products
Make sure you have a solid understanding of the insurance products relevant to SMEs. Be prepared to discuss how these products can meet the specific needs of potential clients, as this will demonstrate your expertise and ability to provide tailored solutions.
✨Showcase Your Client Relationship Skills
During the interview, highlight your experience in building and maintaining strong client relationships. Share examples of how you've successfully managed client portfolios and ensured high levels of satisfaction and retention.
✨Prepare for Negotiation Scenarios
Since negotiating with insurers is a key part of the role, be ready to discuss your negotiation strategies. You might even want to role-play a negotiation scenario to showcase your confidence and approach to securing competitive terms for clients.
✨Demonstrate Attention to Detail
Given the importance of accurate documentation and compliance in this role, be prepared to discuss how you ensure attention to detail in your work. You could mention specific tools or methods you use to keep client records up to date and error-free.
