Personal Lines Commercial Account Handler

Job Description

Job title: SME Account Handler

Salary: 35000

Location: Buckinghamshire

PURPOSE OF ROLE

Our client is looking to add an experienced SME Account Handler to their team. This role involves managing e-traded commercial insurance accounts fostering strong client relationships and supporting business growth with opportunities to work with specialised schemes.

RESPONSIBILITIES

• Build and maintain strong client relationships providing tailored insurance solutions and acting as the primary point of contact for advice and support
• Identify and pursue new business opportunities through networking referrals and market insights generating leads and successfully closing opportunities
• Manage policy renewals negotiate competitive terms with insurers and regularly review client portfolios to reflect changes in risk or business activities
• Ensure full compliance with FCA regulations and Consumer Duty obligations providing guidance to clients and maintaining accurate documentation
• Collaborate with colleagues to ensure seamless service delivery contribute to team objectives and share insights and best practices to improve outcomes
• Stay informed on market trends industry developments and regulatory changes maintaining strong relationships with insurers brokers and key industry contacts
• Deliver high standards of service consistently proactively addressing client needs and ensuring client satisfaction across all interactions

DAY-TO-DAY

• Manage a portfolio of SME clients providing tailored insurance solutions
• Conduct policy reviews and advise on risk management
• Identify and pursue new business opportunities
• Collaborate with colleagues to deliver service and achieve team objectives
• Ensure compliance with regulations and internal policies.

EXPERIENCE

• Experience in commercial insurance with a focus on e-traded package policies
• Knowledge of insurance products markets and underwriting processes
• Proficiency with insurance platforms and client management systems
• Track record in business generation and client portfolio management
• Understanding of FCA regulations and Consumer Duty obligations
• Cert CII qualification or willingness to work towards it
• Experience using Acturis or similar systems

SKILLS

• Strong communication and negotiation skills
• Excellent organisational skills with ability to manage multiple priorities
• Proactive and solution-oriented approach to client management
• Client-focused mindset ensuring high service standards
• Ability to adapt to changes in the market and organisation

If you have the relevant experience or know someone that does please contact me now on or email us at