Account Handler in Cheltenham

A leading Commercial Insurance Broker is seeking an ambitious Account Handler or Sales Executive to join both their Charity and Education teams in Cheltenham. This is your chance to work with a forward-thinking insurance brokerage that’s reshaping how clients experience commercial insurance.

The Client Executive will be responsible for connecting with existing clients, ensuring their needs for renewals and mid-term adjustments are understood and dealt with in an efficient manner. This will involve finding the right coverages, offering competitive pricing, and providing outstanding service to clients and colleagues alike.

This role is offered on a remote basis with fortnightly visits to the office in Cheltenham.

• Building strong relationships and ensuring a seamless client experience from start to finish.
• Ongoing account management and renewal for our existing portfolio.
• Exceeding annual targets.
• Engaging regularly with internal and external stakeholders.
• Develop and execute renewal/placement strategies in conjunction with the broking and client service teams.
• Quarterly MI meetings held with each partner.
• Travel to partner meetings and attend client promotional events.

• Working knowledge of all the main classes of general insurance and the CII’s Code of Ethics and GDPR.
• Previous experience in commercial insurance with knowledge of charity or NFP sectors beneficial.
• A solid understanding of general insurance principles and regulation.
• A natural ability to build rapport and earn trust quickly.
• A positive, target-driven mindset with a genuine focus on doing right by the client.
• Great communication, time management, and self-motivation skills.
• Previous public sector insurance experience would be beneficial – education, charities, not for profit.
• Cert CII (or working towards it).

• Salary of up to £42,000.
• Car allowance.
• Generous benefits package.
• Flexible hybrid or remote working.
• Health and well-being programme that supports your work-life balance.

You’ll be the go-to expert for public sector organisations, helping them protect what matters most. Your days will be varied and rewarding from uncovering new leads and presenting bespoke insurance solutions, to meeting clients face-to-face and celebrating the wins that come from true partnership.

• Build lasting relationships with new and existing clients.
• Prospect, pitch, and close new business opportunities with confidence.
• Provide tailored insurance solutions over the phone, on video calls, and in person.
• Attend key conferences to grow your network and uncover opportunities.
• Use CRM tools to track your pipeline and forecast success.
• Collaborate with colleagues across service and renewal teams to deliver a seamless client experience.

If you haven’t worked in the education sector before — no problem. You’ll get all the training and support you need, plus full financial backing for your CII qualifications.

If the above sounds of interest, please reach out for a confidential conversation.

Contact: David Harries

Reference: DH/100148

Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.