SME Account Handler
Bell & Co Professional Recruitment Ltd
SME Account Handler
Bell & Co Professional Recruitment Ltd jobs

We are currently assisting a leading chartered insurance broker, who have recently gone through some exciting changes which has opened up a great opportunity in their Doncaster office.

This fantastic opportunity allows you to work in a fast-paced, forward-thinking environment, providing tailored insurance solutions to SME Commercial clients.

Key Duties:

  • Provide direct administrative support new and existing clients
  • Responsible for handling new business enquiries, processing renewals, managing mid-term adjustments, and assisting with day-to-day cover queries
  • Ensuring that all client and insurer requests are efficiently managed and processed in line with company procedures and service standards
  • Assist in organising and coordinating the renewal process, handling documentation, and preparing reports to facilitate smooth operations
  • Contribute to the team’s success by assisting in the negotiation process and helping secure favourable renewal terms for clients, leading to high retention rates
  • Ensure that all client and insurer requests are addressed promptly and to a high standard, contributing to strong, lasting relationships
  • Working across a diverse range of insurance classes, including Fleet, Motor Trade, Commercial Combined, SME Packages, Property, EL/PL, and Specialist Covers such as Professional Indemnity, Cyber, and Management Liability

Experience:

  • Ideally have experience in a commercial broking role, with knowledge of SME commercial products such as Fleet, Motor Trade, Commercial Combined, and EL/PL
  • Strong organisational and time-management skills to handle multiple tasks efficiently
  • Attention to detail to ensure accuracy in documentation and reporting
  • Excellent verbal and written communication skills for effective interaction with clients, insurers, and colleagues
  • Ability to anticipate potential issues and offer solutions
  • Strong analytical skills to assist in the renewal process and other administrative tasks
  • Progress towards or completion of relevant insurance qualifications (e.g., CII Certificate in Insurance) or be prepared to ascertain this with support from the business
  • Experience with Acturis is desirable, however full training will be provided

On offer is the opportunity to step into commercial insurance with a broker who have a proven track record for developing and progressing their employees personally and professionally. Along with this is a salary up to £30,000, 25 days holiday, pension, life assurance at four times salary, medical scheme, hybrid working with 2 days from home and support for professional qualifications.

Skills
  • Insurance
  • Insurance Brokerage
  • Renewals
  • Retention
  • SME
Reference: 54923419
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