SME Account Handler

We’re working with an award-winning insurance brokerage known for excellent service and sound advice. They’re now seeking an SME Account Handler to join their team—someone who takes pride in doing things properly and enjoys building strong relationships with clients and insurers.

This role focuses mainly on renewals and mid-term adjustments for a portfolio of SME commercial clients. You’ll be a key contact, ensuring smooth account management and delivering a consistently high standard of service.

Responsibilities of the SME Account Handler:

• Manage SME commercial accounts, handling renewals, MTAs, claims, premium finance, and general queries.
• Build trusted client relationships, providing clear advice, the right cover, and excellent service.
• Work closely with Account Executives to retain and develop accounts through strong service and proactive rebroking.
• Ensure all activity complies with FCA regulations and internal procedures, keeping accurate records and documentation.
• Liaise with insurers and underwriters, managing policy documents and maintaining good relationships.
• Support colleagues when needed, assist with complaints, and take ownership of your own development and CPD.

What we are looking for:

• Experience in SME commercial broking with knowledge of a range of commercial insurance products.
• Confident communicator with a customer-focused approach and strong organisational skills.
• Comfortable using insurance systems (e.g. Acturis or Open GI) and Microsoft Office.
• Willingness to work towards Cert CII (if not already qualified).

Benefits:

• Salary £28,000–£35,000 depending on experience.
• Monthly bonus/commission scheme plus regular incentives.
• 25 days’ holiday plus 2 additional cultural days.
• Vitality healthcare (after probation) and life insurance (2x annual salary).
• Monday to Friday, 9.00am–5.00pm.
• Office-based with some hybrid flexibility.
• Pension contribution.
• Regular team socials, quarterly events, and employee recognition.

Ready to take the next step?

This is a great opportunity to join a respected business that values your expertise, offers room to grow, and genuinely cares about doing things the right way.

For a confidential chat, contact one of our specialist consultants and quote job reference NJR16082.