SME Account Handler

SME Account Handler

Bradford Full-Time 24000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Build relationships with clients and manage their insurance needs.
  • Company: Join a leading independent insurance broking and risk management company in Bradford.
  • Benefits: Enjoy 29 days holiday, hybrid working, private medical, and support for CII qualifications.
  • Why this job: Be part of a growing team and develop your career in a dynamic environment.
  • Qualifications: No specific qualifications required; enthusiasm and willingness to learn are key.
  • Other info: Salary up to £35k with opportunities for professional growth.

The predicted salary is between 24000 - 42000 £ per year.

Overview

An exciting opportunity with one of the UK’s leading independent insurance broking and risk management companies based in Bradford. They are looking for a Commercial SME Account Handler to join their direct client team and service/retain an existing portfolio of clients.

Responsibilities

  • Building strong relationships with clients to better understand their insurance needs
  • Handle premiums up to c£20,000
  • Work with a broad range of clients, including Property Owners, Retailers, Manufacturers, Motor Traders, Fleets and Professions
  • Dealing with renewals and pro-actively ensuring a high retention level
  • Communicate with Underwriters daily and maintain good relationships
  • Broking risks for new business and renewals
  • Refer any claims through to the dedicated team
  • Work closely with the Corporate Broking team
  • Use the Acturis system and a selection of EDI platforms daily

Salary and benefits

Salary up to c£35k with a benefits package including 29 days holiday, pension, private medical, life assurance, hybrid working with 2 days from home, free on-site parking and support towards CII qualifications.

How to apply

If you would like to discuss further, please contact Daniel Bell at Bell & Co Professional Recruitment.

Job details

  • Employment type: Full-time
  • Seniority level: Not Applicable
  • Job function: Administrative
  • Industries: Insurance and Insurance Agencies and Brokerages

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SME Account Handler employer: Bell & Co Professional Recruitment Ltd

Join one of the UK's leading independent insurance broking and risk management companies in Bradford, where you will thrive in a supportive work culture that prioritises employee growth and development. With a competitive salary and an attractive benefits package including 29 days holiday, hybrid working options, and full support for CII qualifications, this role as a Commercial SME Account Handler offers a meaningful opportunity to build strong client relationships while being part of a dynamic team in an exciting growth phase.
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Contact Detail:

Bell & Co Professional Recruitment Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land SME Account Handler

✨Tip Number 1

Familiarise yourself with the Acturis system and EDI platforms mentioned in the job description. Having a solid understanding of these tools will not only boost your confidence during interviews but also demonstrate your readiness to hit the ground running.

✨Tip Number 2

Research the types of clients you'll be working with, such as Property Owners and Retailers. Understanding their specific insurance needs and challenges will help you engage more effectively during discussions and show that you're proactive about the role.

✨Tip Number 3

Network with professionals in the insurance industry, especially those who have experience in account handling. This can provide you with valuable insights and potentially lead to referrals or recommendations that could strengthen your application.

✨Tip Number 4

Prepare to discuss your approach to building client relationships and retaining accounts. Think of examples from your past experiences where you've successfully managed client portfolios, as this will highlight your suitability for the role.

We think you need these skills to ace SME Account Handler

Client Relationship Management
Insurance Knowledge
Commercial Awareness
Negotiation Skills
Attention to Detail
Communication Skills
Problem-Solving Skills
Time Management
Familiarity with Acturis System
Understanding of EDI Platforms
Portfolio Management
Retention Strategies
Team Collaboration
Adaptability

Some tips for your application 🫡

Understand the Role: Read the job description carefully to understand the key responsibilities and requirements for the SME Account Handler position. Tailor your application to highlight relevant experience in client servicing and insurance.

Highlight Relevant Experience: In your CV and cover letter, emphasise any previous roles where you managed client relationships, handled insurance premiums, or worked with underwriters. Use specific examples to demonstrate your skills.

Showcase Your Skills: Mention your familiarity with systems like Acturis and EDI platforms if applicable. Highlight your ability to communicate effectively and build strong relationships, as these are crucial for the role.

Craft a Compelling Cover Letter: Write a personalised cover letter that explains why you are interested in this position and how your background makes you a suitable candidate. Make sure to express enthusiasm for the company's growth and your desire to contribute.

How to prepare for a job interview at Bell & Co Professional Recruitment Ltd

✨Know Your Clients

Familiarise yourself with the types of clients you will be handling, such as Property Owners and Retailers. Understanding their specific insurance needs will help you build rapport and demonstrate your expertise during the interview.

✨Showcase Relationship-Building Skills

Prepare examples of how you've successfully built and maintained client relationships in the past. This role requires strong interpersonal skills, so be ready to discuss your approach to client retention and communication.

✨Understand the Acturis System

Since the job involves using the Acturis system and EDI platforms, it’s beneficial to have a basic understanding of these tools. If you have experience with similar systems, be sure to mention it, as it shows your readiness to hit the ground running.

✨Discuss Your Proactive Approach

The role emphasises proactivity in managing renewals and client retention. Be prepared to share strategies you've used in the past to ensure high retention levels and how you handle potential challenges in this area.

SME Account Handler
Bell & Co Professional Recruitment Ltd
Location: Bradford
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