Commercial Account Handler

Commercial Account Handler

Posted 1 day ago by Get Recruited

£35,000 Per year
Undetermined
Hybrid
Bradford, England, United Kingdom

Summary: The Commercial Account Handler role in Bradford involves managing SME renewals, building client relationships, and collaborating with insurers to achieve optimal outcomes. The position requires handling a diverse book of business, ranging from simple e-trade policies to complex manual risks. Initially office-based during probation, the role transitions to a hybrid model after six months, allowing for two days of remote work. The ideal candidate should possess 2 to 3 years of SME commercial broking experience and a proactive, team-oriented attitude.

Key Responsibilities:

  • Manage SME renewals and build relationships with clients.
  • Work closely with insurers to secure favorable outcomes.
  • Support new business initiatives to enhance product knowledge.
  • Handle a varied book of business, including both simple and complex cases.
  • Attend client meetings and manage relationships independently.
  • Identify cross-sell and up-sell opportunities.

Key Skills:

  • 2 to 3 years of SME commercial broking experience.
  • Confidence in communicating with clients and insurers.
  • Proactive and organized with strong attention to detail.
  • Approachable and team-focused mindset.
  • Willingness to learn and develop technical skills.

Salary (Rate): £35,000.00 yearly

City: Bradford

Country: United Kingdom

Working Arrangements: hybrid

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Other

Detailed Description From Employer:

Commercial Account Handler - Bradford (Hybrid)

Salary: Up to £35,000

Office-based during probation, then 2 days from home

This role has come about because the brokerage is continuing to grow and is looking to add another Commercial Account Handler into their SME team in Bradford. It's a proper broking role where you'll handle SME renewals day to day, build relationships with clients, and work closely with insurers to secure the right outcomes. The book is varied. Some renewals are simple, low-premium, e-trade policies, and others are more complex manual risks or portfolio-based renewals. There is also an expectation that you support with new business as it comes in, which is a great way to broaden your product knowledge quickly.

What You'll Be Walking Into

A busy, fast-paced team that works hard but supports each other properly. The culture is light-hearted and close-knit. People have a laugh, look out for each other, and genuinely care about how everyone is doing. When it gets busy, everyone pitches in. Because of the pace and the amount you'll learn early on, new starters are expected to be in the office five days a week during the first six months. This is how the team has found people integrate best and pick up the role quickly. After probation, the role becomes hybrid with two days working from home and three days in the office.

Within your book of renewals, some cases are Account Executive-led. This gives you exposure to more complex work, and in some cases, the opportunity to attend client meetings. On your other cases, you'll be responsible for managing the relationship yourself, building rapport, understanding the client's business, and looking for cross-sell or up-sell opportunities where it makes sense. This role suits someone who wants to be part of a team, enjoys speaking to people, and is not afraid to pick up the phone.

What's On Offer

Salary up to £35,000 depending on experience

Office-based during probation to support learning and integration

Hybrid working after probation (2 days from home, 3 in the office)

A strong, supportive team with a collaborative culture

Ongoing development and support with CII qualifications

A role with variety across simple and more complex SME renewals

The Type of Person They're Looking For

Ideally 2 to 3 years SME commercial broking experience

Confident speaking to clients and insurers

Proactive and organised, with good attention to detail

Approachable and team-focused

Keen to learn and develop technically

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