SME Account Handler - Commercial & Schemes in Bristol

The Account Handler will support the team for the administration of clients’ insurance requirements, including general enquiries, renewals, mid‑term adjustments, obtaining quotations and invoicing of premiums. Dealing with our SME clients, you will have a passion for providing excellent service to your clients and be excited about the prospect of working with a growing insurance broker that’s making a real impact in the market.

Responsibilities

• Assist in achieving Group/Division client retention targets by providing an excellent level of service.
• Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary and action meeting points (if applicable).
• Undertake market exercises to establish the most competitive terms available.
• Obtain renewal terms and present to client.
• Issue renewal documentation in line with contract certainty.
• Ensure premiums are collected prior to the commencement of cover and in line with Howden procedures.
• Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards.
• Record all relevant information, correspondence and documentation on Acturis and make effective use of the diary system.
• Produce accurate and professional documentation at all times using relevant Howden templates.
• Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium.
• Actively cross‑sell products from other Divisions.
• Liaise with and assist other branches and Group Resources as necessary.

Knowledge

• Working knowledge of all the main classes of General Insurance and the CII’s Code of Ethics and GDPR.
• Minimum of 2 years’ experience dealing with commercial clients.

Skills

• A good level of technical insurance skills, to be assessed by regular in‑house testing.
• Accuracy and attention to detail.
• Ability to process work quickly and efficiently.
• Ability to prioritise work and meet deadlines.
• Excellent client service skills.
• Good negotiation and broking skills.
• Excellent oral and written communication skills.
• Ability to gather and analyse information from the client.
• Ability to identify and respond appropriately to an individual client’s level of understanding.
• Ability to persuade and influence others.

Qualifications

• GCSEs A‑C in Maths & English.
• Cert CII (desirable).

Benefits

• Full‑time, permanent role with the flexibility to work three days a week in our Bristol office, ensuring a balanced work experience.
• Reasonable adjustments: accommodation for flexible hours or hybrid working where possible.
• Opportunities for personal and professional development, with a starting point for those aspiring to advance to an account executive.