Commercial Account Handler

24 hours ago

Plymouth, Plymouth, United Kingdom Capio Recruitment Full time £30,000 - £38,000 per year

Job Title:
Commercial Account Handler

Location:
Plymouth

Salary:
£30,000 – £38,000

Benefits:
Bonus scheme, wide range of additional benefits and discounts, pension, DIS, paid CII membership and exam support

About the Company:

This respected regional broking hub is part of a wider group known for its meritocratic culture, long-term growth focus, and people-first values. With a collaborative and forward-thinking team environment, it's a destination employer for ambitious insurance professionals across the South West.

Role Summary:

This is a long-term, progressive role offering genuine career stability and satisfaction within a growing commercial insurance team. You'll play a key role handling a broad book of SME commercial risks, building client relationships, and ensuring exceptional service delivery while working toward team and individual goals.

Key Responsibilities:

  • Manage renewals and new business enquiries: Deliver consistently strong results to support team targets
  • Conduct thorough renewal reviews: Identify cover gaps and advise clients accordingly
  • Market reviews and policy recommendations: Ensure bespoke, client-focused solutions
  • Policy documentation and compliance: Maintain accuracy and meet regulatory timelines
  • Debt management: Keep on top of collections and escalate concerns when needed
  • Support additional cover discussions: Protect clients through tailored solutions

Requirements:

  • Commercial broking experience across lines such as liability, property, or financial
  • Comfortable handling renewals, MTAs, and new business quotes
  • Knowledge of commercial markets and economic trends
  • Strong organisational, interpersonal, and communication skills
  • Detail-oriented, proactive, and a supportive team player

If this role isn't quite right, it's still worth speaking to one of our specialist team - we may be working on something that hasn't hit the market yet.

Related Job Titles:
Commercial Insurance Advisor, Commercial Broker, SME Account Handler, Insurance Client Adviser, Commercial Lines Broker

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