At a Glance
- Tasks: Build relationships with clients and manage their insurance needs.
- Company: Join a top independent insurance broking firm in Bradford.
- Benefits: Enjoy 29 days holiday, hybrid working, and support for CII qualifications.
- Why this job: Great opportunity to work with diverse clients and develop your career in insurance.
- Qualifications: No specific experience required; just a passion for client service and learning.
- Other info: Work in a supportive environment with free on-site parking.
The predicted salary is between 28000 - 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
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 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 will help you build strong relationships and show that you're genuinely interested in providing tailored solutions.
✨Tip Number 3
Network with professionals in the insurance industry, especially those who have experience in SME account handling. Engaging with them can provide valuable insights and tips that could give you an edge during the interview process.
✨Tip Number 4
Prepare to discuss how you would handle renewals and maintain high retention levels. Think of examples from your past experiences where you've successfully managed client relationships and ensured satisfaction.
We think you need these skills to ace SME Account Handler
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Commercial SME Account Handler. Familiarise yourself with the types of clients you'll be working with and the specific insurance needs they may have.
Tailor Your CV: Highlight relevant experience in your CV that aligns with the job description. Emphasise any previous roles in insurance, client management, or account handling, and showcase your ability to build strong client relationships.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses why you are a good fit for this role. Mention your understanding of the insurance industry, your experience with similar clients, and your skills in maintaining high retention levels.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at Bell & Co Professional Recruitment Ltd
✨Know Your Insurance Basics
Make sure you brush up on your knowledge of insurance products, especially those relevant to SMEs. Understanding the different types of coverages and how they apply to various industries will show your potential employer that you're serious about the role.
✨Demonstrate Relationship-Building Skills
Since the role involves building strong relationships with clients, be prepared to discuss your past experiences in client management. Share specific examples of how you've successfully maintained or improved client relationships in previous roles.
✨Familiarise Yourself with Acturis
As the job requires using the Acturis system, it’s beneficial to have a basic understanding of how it works. If you have experience with similar systems, mention that during the interview to highlight your adaptability.
✨Prepare Questions for the Interviewer
Show your interest in the company and the role by preparing thoughtful questions. Ask about their approach to client retention or how they support their employees in obtaining CII qualifications. This demonstrates your enthusiasm and commitment to professional development.