We are looking for an SME Account Handler to join a growing UK insurance broker. You will manage the day-to-day servicing of a portfolio of SME commercial clients.
The role
- Manage a portfolio of SME, commercial clients.
- Handle renewals from initial review through to placement, documentation and invoicing.
- Process mid-term adjustments, policy changes, new-business enquiries and general client queries.
- Obtain, negotiate and compare terms from insurer markets.
- Review client information and insurance requirements to help ensure cover remains suitable.
- Prepare policy documentation, certificates, schedules and endorsements.
- Liaise confidently with clients and insurers
- Assist clients with claims notifications and provide ongoing claims support where required.
- Maintain accurate records on the broking system and ensure activity is completed within agreed service standards.
The Candidate
- Previouscommercial broking or insurance account-handling experience.
- An understanding of core commercial covers, including Property, Liability and Motor Fleetpolicies.
- Comfortable managing renewals, MTAs and client servicing work from start to finish.
- Strong attention to detail, organisation and ability to manage competing deadlines.
- Confident communicator with the ability to build credibility with clients and insurer partners.
- Commercially minded, with the ability to spot retention, cross-sell and new-business opportunities.
- Experience using broker management systems and insurer portals.
- Cert CII achieved or a willingness to work towards it would be advantageous.
The Reward
- Annual salary to £30,000 based on experience
- Hybrid working - 3 days in office 2 from home
- Company Pension
- Performance related bonus
- Comprehensive range of benefits
SME Commercial Account Handler (Hinckley or Nuneaton) employer: Stride Resource Management
As a leading insurance broker located in Church Crookham, Hampshire, we pride ourselves on fostering a supportive and dynamic work environment that prioritises employee growth and development. Our hybrid working model allows for flexibility while managing a diverse portfolio of specialist motor trade clients, ensuring that our team members can thrive both professionally and personally. With a strong emphasis on collaboration and innovation, we offer unique opportunities to engage with high-value accounts and make a meaningful impact in the industry.
Contact Details:
Stride Resource Management Recruitment Team
