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We’re recruiting on behalf of a well-regarded insurance brokerage known for its strong client service and SME market expertise. They’re looking for an experienced SME Account Handler to manage a portfolio of clients, provide tailored insurance solutions, and ensure high levels of retention and satisfaction.
Job Responsibility:
Manage a portfolio of SME clients, providing expert advice and support on their insurance needs
Handle renewals, mid-term adjustments, and new business quotations
Build and maintain strong client relationships through proactive and responsive service
Liaise with insurers to negotiate terms and ensure competitive and appropriate cover
Ensure all client records and documentation are accurate, compliant, and up to date
Support Account Executives and contribute to the broader team’s success
Respond to client queries by phone and email, delivering prompt and clear communication
Process and issue renewal and adjustment documents
Prepare and present insurance quotations tailored to client requirements
Update internal systems with accurate client and policy information
Coordinate with insurers for quotes, endorsements, and claims updates
Monitor diary tasks and renewals to maintain seamless service delivery
Requirements:
Proven experience as an Account Handler within commercial or SME insurance
Strong understanding of insurance products relevant to small and medium-sized businesses
Comfortable managing a busy portfolio with minimal supervision
Experience working with insurer portals and back-office systems
Demonstrated commitment to client service and retention
Excellent communication and relationship-building abilities
Strong attention to detail with sound administrative and organisational skills
Confident negotiating with insurers and presenting options to clients
Proficient in insurance systems and Microsoft Office
Ability to prioritise, meet deadlines, and adapt to changing client needs
Professional, positive, and client-focused approach
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