SME Account Handler
SME Account Handler
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Job Description
Job Description
Job title: SME Account Handler
Salary: 35000
Location: Greater Manchester
PURPOSE OF ROLE
Were recruiting on behalf of a well-regarded insurance brokerage known for its strong client service and SME market expertise. Theyre 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.
RESPONSIBILITIES
- 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 teams success
DAY-TO-DAY
- 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
EXPERIENCE
- 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
SKILLS
- 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
If you have the relevant experience or know someone that does please contact me now on or email us at
Employment Type
Full-Time
