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