At a Glance
- Tasks: Manage SME commercial accounts, renewals, and client relationships with a focus on excellent service.
- Company: Award-winning insurance brokerage known for outstanding service and sound advice.
- Benefits: Salary up to £35,000, monthly bonuses, 25 days holiday, and healthcare benefits.
- Other info: Enjoy regular team socials and a supportive work environment.
- Why this job: Join a respected business that values your expertise and offers real growth opportunities.
- Qualifications: Experience in SME commercial broking and strong communication skills required.
The predicted salary is between 28000 - 35000 £ per year.
We're working with an award-winning insurance brokerage known for excellent service and sound advice.
They're now seeking an SME Account Handler to join their team—someone who takes pride in doing things properly and enjoys building strong relationships with clients and insurers.
This role focuses mainly on renewals and mid-term adjustments for a portfolio of SME commercial clients.
You'll be a key contact, ensuring smooth account management and delivering a consistently high standard of service.
Responsibilities of the SME Account Handler
- Manage SME commercial accounts, handling renewals, MTAs, claims, premium finance, and general queries.
- Build trusted client relationships, providing clear advice, the right cover, and excellent service.
- Work closely with Account Executives to retain and develop accounts through strong service and proactive rebroking.
- Ensure all activity complies with FCA regulations and internal procedures, keeping accurate records and documentation.
- Liaise with insurers and underwriters, managing policy documents and maintaining good relationships.
- Support colleagues when needed, assist with complaints, and take ownership of your own development and CPD.
What we are looking for
- Experience in SME commercial broking with knowledge of a range of commercial insurance products.
- Confident communicator with a customer-focused approach and strong organisational skills.
- Comfortable using insurance systems (e. g. Acturis or Open GI) and Microsoft Office.
- Willingness to work towards Cert CII (if not already qualified).
Benefits
- Salary £28,000–£35,000 depending on experience.
- Monthly bonus/commission scheme plus regular incentives.
- 25 days' holiday plus 2 additional cultural days.
- Vitality healthcare (after probation) and life insurance (2x annual salary).
- Monday to Friday, 9.00am–5.00pm.
- Office-based with some hybrid flexibility.
- Pension contribution.
- Regular team socials, quarterly events, and employee recognition.
Ready to take the next step?
This is a great opportunity to join a respected business that values your expertise, offers room to grow, and genuinely cares about doing things the right way.
For a confidential chat, contact one of our specialist consultants and quote job reference NJR16082.
SME Account Handler in Bolton employer: Jobiqo
Bromley Council is an exceptional employer, dedicated to fostering a supportive and inclusive work environment where employees can thrive. With a strong commitment to professional development, flexible working arrangements, and a generous benefits package, including a local government pension scheme and unique discounts, the Council prioritises employee well-being and career growth. Located in the vibrant Bromley Civic Centre, you will be part of a team that plays a crucial role in shaping the future of the borough while enjoying the balance of urban and suburban life.
StudySmarter Expert Advice🤫
We think this is how you could land SME Account Handler in Bolton
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Jobiqo). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Jobiqo. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace SME Account Handler in Bolton
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Jobiqo.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Jobiqo. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Jobiqo
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Jobiqo to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Jobiqo, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Jobiqo's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
