At a Glance
- Tasks: Manage and service commercial client accounts while building trusted relationships.
- Company: Established independent insurance broker with a strong reputation for client service.
- Benefits: Hybrid working, profit share scheme, and competitive salary up to £70,000.
- Other info: Flexible role with opportunities for career growth and development.
- Why this job: Take the next step in your broking career and make a real impact.
- Qualifications: Experience in commercial insurance and strong client service skills required.
The predicted salary is between 30000 - 70000 £ per year.
Location: Haverfordwest
Salary: £30,000 – £70,000
Benefits: Hybrid working, profit share scheme; additional earnings linked to agreed criteria
About the Company:
A well-established independent insurance broker is looking to strengthen its commercial team across South and West Wales. The business has a strong reputation for client service, technical advice, and long-term relationships with businesses across a broad range of sectors.
Role Summary:
This is a flexible opportunity for a commercial insurance professional who wants to take the next step in their broking career. The firm is open to speaking with candidates who are looking for a full Account Handler role, those who want to move into Account Executive work, or experienced Executives who have a book of business they could bring across and continue to develop.
Depending on your background, the role could focus on managing existing commercial clients, supporting Account Executives across mid-market and corporate cases, handling smaller accounts independently, or maintaining and growing your own client book while taking on additional existing business.
Key Responsibilities:
- Manage and service commercial client accounts: Build trusted relationships while keeping clients well supported throughout the policy lifecycle
- Support renewals, MTAs, quotations, and policy administration: Develop strong technical broking experience across a varied commercial client base
- Work closely with Account Executives on mid-market and corporate cases: Gain exposure to more complex risks and develop your commercial confidence
- Handle smaller commercial cases independently where appropriate: Take ownership of client work and build your account management experience
- Liaise with insurers to obtain terms and resolve queries: Strengthen your market relationships while helping secure suitable outcomes for clients
- Maintain and develop a client book where relevant: Continue building long-term relationships while managing additional existing business
- Identify opportunities to improve cover or support client needs: Add value through proactive, commercially aware advice
Requirements:
- Commercial insurance experience in an account handling, broking, or account executive role
- Strong client service skills with the confidence to speak with clients and insurers
- Experience dealing with renewals, MTAs, quotations, and commercial policy documentation
- Exposure to SME, mid-market, or corporate commercial insurance cases
- Ability to manage a varied workload and build long-term client relationships
- For Account Executive candidates, a transferable book of business would be strongly considered
- CII progress or Cert CII would be beneficial but is not essential
If this role isn't quite right, it's still worth speaking to one of our specialist team — we may be working on something that hasn't hit the market yet.
Commercial Account Handler/Executive in Haverfordwest 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 Commercial Account Handler/Executive in Haverfordwest
✨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 Commercial Account Handler/Executive in Haverfordwest
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.
