SME Account Handler – Chartered Insurance Broker
Location: Doncaster
Salary: Up to £35,000 + excellent benefits
We are delighted to be supporting a leading Chartered Insurance Broker that has recently undergone exciting developments, creating an excellent opportunity for a SME Account Handler to join their team in Doncaster.
This is a fantastic chance to work in a fast-paced, forward-thinking environment where you'll provide tailored insurance solutions to a diverse commercial client base.
Key Responsibilities
-
Respond to client queries promptly and professionally, delivering outstanding customer service.
-
Build and maintain strong client relationships, understanding their insurance needs and identifying opportunities to enhance cover.
-
Process new business, renewals, mid-term adjustments, and cancellations, ensuring accurate and compliant client records.
-
Liaise with insurers to ensure policies meet client requirements and secure favourable terms where possible.
-
Ensure all activities comply with FCA regulations and company compliance policies, keeping up to date with regulatory changes.
-
Collaborate closely with colleagues to deliver seamless client support, sharing knowledge and best practices.
What We're Looking For
-
Experience in insurance, either with personal lines or commercial risks.
-
A basic understanding of commercial insurance products and market practices.
-
Proficiency in MS Office and the ability to quickly learn internal systems.
-
Awareness of FCA regulations and industry compliance requirements.
-
Strong organisational skills with the ability to manage multiple tasks efficiently.
-
Excellent attention to detail and accuracy in documentation.
-
Confident verbal and written communication skills for engaging with clients, insurers, and internal teams.
-
A proactive mindset, with the ability to anticipate issues and offer practical solutions.
-
Analytical skills to support renewals and related administrative processes.
-
Progress toward (or willingness to pursue) CII qualifications, with full support provided by the business.
-
Experience with Acturis is desirable, though full training will be offered.
What’s on Offer
-
A chance to step into a commercial insurance role with a company renowned for developing and progressing its people.
-
Competitive salary up to £35,000, based on experience.
-
25 days annual leave, plus bank holidays.
-
Generous pension scheme.
-
Life assurance at four times your salary.
-
Private medical scheme.
-
Hybrid working (3 days from home).
-
Full support toward professional qualifications and career advancement.