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- Tasks: Handle new business and renewals in a sales-focused insurance role.
- Company: Established independent insurance brokerage with over 30 years of experience.
- Benefits: Competitive salary, bonuses, holiday entitlement, and ongoing training.
- Other info: Enjoy weekdays only, with clear progression opportunities and regular salary reviews.
- Why this job: Join a supportive team and build strong client relationships while driving sales.
- Qualifications: Experience in insurance brokerage and a confident sales mindset.
The predicted salary is between 25000 - 35000 £ per year.
Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.
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.
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Insurance Account Handler - Commercial & Personal Lines (Sales Focused) in Bath 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
✨Tip Number 1
Network like a pro! Attend industry events, join online forums, and connect with professionals on LinkedIn. The more people you know in the insurance world, the better your chances of landing that Account Handler role.
✨Tip Number 2
Practice your pitch! Be ready to talk about your experience and how it relates to the sales-focused nature of the role. We want to hear how you can convert enquiries into policies and build strong client relationships.
✨Tip Number 3
Research the company! Understand their values, services, and what makes them stand out in the insurance market. This will help you tailor your conversations and show that you're genuinely interested in joining their team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Insurance Account Handler - Commercial & Personal Lines (Sales Focused) in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in 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 explain why you’re passionate about insurance and how your proactive approach can benefit our team. Don’t forget to mention your experience with commercial and personal lines!
Show Off Your Sales Skills: Since this role is sales-focused, make sure to include specific examples of how you've successfully converted leads or developed client relationships in the past. We want to see that you have the confidence and mindset to drive sales!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team. Let’s get started on this journey together!
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. Understand the key differences, common policies, and any recent changes in the industry. This will show that you're not just a sales person but also someone who knows their stuff.
✨Show Off Your Sales Skills
Prepare to discuss specific examples of how you've successfully converted leads into sales in the past. Think about your approach to upselling and cross-selling, and be ready to share strategies that have worked for you. This is a sales-focused role, so let your passion for selling shine through!
✨Demonstrate Your Client Relationship Skills
Be prepared to talk about how you've built and maintained strong client relationships in previous roles. Highlight your customer-first approach and any techniques you use to ensure client satisfaction. This brokerage values long-term relationships, so showing you can nurture these will set you apart.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the company culture, team dynamics, and growth opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you. Plus, it gives you a chance to engage with the interviewer on a deeper level.