Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Convert enquiries into policies and develop strong client relationships in insurance.
- Company: Established independent insurance brokerage with a solid reputation since 1992.
- Benefits: Weekdays only, competitive salary, bonuses, and ongoing training.
- Other info: Clear progression opportunities and regular salary reviews.
- Why this job: Join a supportive team and make a real impact in the insurance industry.
- Qualifications: Experience in insurance brokerage and a confident sales mindset.
The predicted salary is between 25000 - 35000 £ per year.
Location: Yate
Hours: Monday–Friday, 9 am–5 pm
Salary: £25,000–£35,000 DOE + Bonus
Our client is a well-established independent insurance brokerage, operating from a busy insurance office in Yate since 1992. They provide expert advice across both commercial and personal insurance, with a strong reputation for service, retention, and long-term client relationships.
This is a sales-driven Account Handler role, ideal for someone who enjoys converting enquiries, developing client relationships, and growing a mixed book of commercial and personal lines business within a supportive and experienced team.
What's On Offer- Weekdays only — no weekends or bank holidays
- Free onsite parking and close to local transport
- Competitive salary with monthly, quarterly and annual bonus opportunities
- Holiday entitlement
- Pension scheme
- Sick pay
- Ongoing insurance training and development
- Clear progression opportunities within the brokerage
- Regular salary reviews
- Work events and staff discounts
- Previous experience working within an insurance brokerage
- Experience handling commercial risks and/or personal lines policies
- Confident sales mindset with the ability to convert inbound enquiries
- Experience using Open GI is an advantage (training provided if required)
- Proactive, organised, and commercially minded
- Strong communication skills and a customer-first approach
- Handling new business, renewals, and mid-term adjustments across commercial and personal insurance
- Proactively converting inbound leads into new policies
- Identifying cross-sell and upsell opportunities between personal and commercial products
- Managing and developing a mixed insurance book of business
- Supporting business growth through ideas that improve efficiency and sales performance
- Working alongside in-house marketing, IT, and support teams to drive lead generation
- Delivering consistently high service levels to loyal clients, many of whom have remained with the brokerage for years
This role suits someone who enjoys the sales aspect of insurance broking while still valuing strong client relationships and technical accuracy. If you're looking to join a respected insurance office with over 30 years of trading history, and want to play an active role in growing both commercial and personal lines business, click APPLY now.
All personal data will be processed in line with GDPR.
Locations
Insurance Account Handler - Commercial & Personal Lines (Sales Focused) in Bath, Somerset employer: Talent Finder
Contact Detail:
Talent Finder Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Account Handler - Commercial & Personal Lines (Sales Focused) in Bath, Somerset
✨Tip Number 1
Network like a pro! Attend industry events, join online forums, and connect with professionals on LinkedIn. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Practice your pitch! Be ready to talk about your experience and how it relates to the role. A confident, clear presentation of your skills can make all the difference in interviews.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can keep you top of mind for hiring managers. It shows you're genuinely interested and professional.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge over other candidates. Don’t miss out!
We think you need these skills to ace Insurance Account Handler - Commercial & Personal Lines (Sales Focused) in Bath, Somerset
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your previous roles in insurance, especially any sales-focused achievements, to show us you're the right fit for this Account Handler position.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about insurance and how your proactive approach can help grow our client relationships. Keep it concise but engaging!
Show Off Your Sales Skills: Since this role is sales-focused, don’t forget to showcase your sales mindset in your application. Share specific examples of how you've successfully converted leads or developed client relationships in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Talent Finder
✨Know Your Insurance Stuff
Make sure you brush up on your knowledge of both commercial and personal lines insurance. Familiarise yourself with common policies, risks, and the sales process. This will help you answer questions confidently and show that you're serious about the role.
✨Show Off Your Sales Skills
Since this role is sales-focused, be ready to discuss your previous sales experiences. Prepare examples of how you've successfully converted leads or developed client relationships in the past. Highlighting your proactive approach will impress the interviewers.
✨Be Client-Centric
Demonstrate your customer-first mindset by sharing stories where you went above and beyond for clients. This brokerage values long-term relationships, so showing that you understand the importance of service and retention will set you apart.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s approach to client relationships and their sales strategies. This shows your genuine interest in the role and helps you gauge if the company culture aligns with your values.