Schemes Account Handler

Rotherham | £30,000 – £32,000 + Bonus OTE c£37,000

We are assisting an established insurance broker in Rotherham as they look to add a Schemes Account Handler to a growing specialist team.

This is an excellent opportunity for someone with experience in either Personal Lines or Commercial Insurance who would like to move into something a little different and develop their knowledge within a specialist area of Property risks.

No previous experience within Property insurance is required, with full training and support provided.

Key Responsibilities

• Manage client policies from new business through to renewal
• Process renewals, mid-term adjustments and policy documentation
• Liaise with insurers to obtain quotations and appropriate cover
• Build strong relationships with clients and professional introducers
• Provide a high level of service and respond to day-to-day client enquiries
• Identify opportunities for additional cover where appropriate
• Maintain accurate records and ensure FCA and compliance requirements are met
• Work closely with colleagues across broking, claims and administration

About You

• Previous Personal Lines or Commercial Insurance experience is essential
• Good understanding of insurance products and the policy lifecycle
• Excellent communication and relationship-building skills
• Strong organisation and attention to detail
• Confident dealing with clients and insurers
• Acturis experience would be advantageous
• Cert CII or a willingness to work towards professional qualifications would be beneficial

Package & Benefits

• £30,000 – £32,000 salary
• Bonus opportunity – OTE c£37,000
• 25 days' holiday plus bank holidays
• Pension scheme
• Funded CII qualifications
• Ongoing training and development
• Excellent long-term career prospects within a growing specialist team

This is a great opportunity for someone who is looking to broaden their experience and develop expertise within a specialist area of Property insurance, without needing previous experience in that particular market.

For further information or a confidential discussion, please apply or contact Daniel Bell at Bell & Co Professional Recruitment.

£60,000 – £80,000 | Rotherham | Hybrid Working (2 Days WFH)

Are you an experienced Account Executive looking for a new challenge, or an ambitious Account Handler ready to step up? This role offers the security and progression of a large UK-wide insurance broker, combined with the supportive, family feel of a locally led office.

We’re recruiting for a growing commercial brokerage within a national business, offering access to a broad range of markets and clear long-term career opportunities. The office is led by a highly regarded Branch Manager who is focused on driving growth and developing their team.

The Role

• Manage an existing commercial portfolio generating around £300,000 in income
• Build strong client relationships and act as a trusted advisor
• Identify and convert new business opportunities, including warm inbound leads – utilising an inhouse appointment setter
• Prepare and present tailored insurance solutions
• Managing renewals to maximise retention and client satisfaction
• Working closely with the Branch Manager and wider team to support continued growth

About You

• Experience working within an insurance brokerage
• Either ready to step up from an Account Handler role or an experienced Account Executive seeking a change
• Strong commercial insurance knowledge
• Confident, client-focused, and relationship-driven
• Cert CII (or working towards) is beneficial but not essential

What’s on Offer

• Salary £60,000 – £80,000 depending on experience
• 10% commission on new business and renewals
• Hybrid working: up to 2 days from home
• Car allowance, 25 days holiday and enhanced pension
• Excellent progression within the office – potentially to lead the Account Executive team
• Supportive, close-knit team environment

Please do get in touch with Daniel Bell from Bell & Co Professional Recruitment to discuss further - 07742 660 007

Leeds | £42,000 – £48,000 | Hybrid Working

We are assisting a growing independent insurance broker in Leeds as they look to add an experienced Commercial Account Handler / Client Adviser to their team.

This is an excellent opportunity to join an ambitious and well-backed business that continues to invest in its people and regional presence. You’ll become part of an established Leeds team, working closely with experienced Account Executives and supporting the servicing and retention of a portfolio of corporate clients.

The role will provide exposure to a broad range of businesses, industry sectors and complex commercial insurance programmes, with client premiums typically starting around £30,000 and extending beyond £500,000.

Key Responsibilities:

• Work closely with Account Executives to provide a high level of day-to-day service and support to corporate clients
• Manage renewals, mid-term adjustments and other aspects of the client insurance programme
• Prepare market presentations and relevant broking documentation
• Liaise and negotiate with a broad range of composite and specialist insurers and MGAs
• Provide technical insurance advice and apply appropriate policy wordings, extensions and limitations
• Build strong relationships with clients, insurers and internal broking, claims and risk management teams
• Accompany Account Executives to client meetings where appropriate, helping to develop stronger client relationships
• Maintain accurate client records, documentation and invoicing
• Identify additional opportunities to support clients through other products and services
• Ensure all work is completed in accordance with FCA requirements and internal compliance standards
• Handle a broad range of commercial insurance products including Property, Liability, Motor Fleet, Professional Indemnity, Management Liability, Cyber, Contract Works and other specialist covers

About You:

We are looking for an experienced commercial insurance professional who can demonstrate:

• Previous experience within commercial insurance broking
• Strong technical knowledge across a range of commercial insurance products
• Experience handling renewals, MTAs and the wider end-to-end broking process
• Confidence dealing and negotiating with insurers
• A good understanding of FCA requirements and regulatory standards
• Excellent communication, organisation and client-handling skills
• Experience using Acturis would be advantageous
• Cert CII qualification or currently working towards this would be preferred
• Enjoys building relationships, working collaboratively and providing a high standard of service to clients

Package & Benefits:

• Salary of £42,000 – £48,000
• 30 days' holiday plus bank holidays
• Hybrid working – up to 2 days per week from home
• 6% pension contribution
• Private medical insurance
• Life assurance
• Free on-site parking
• Support towards CII qualifications and continued professional development
• Opportunity to participate in a company profit-share scheme

This is an excellent opportunity for an experienced Account Handler looking to step into a more corporate-focused position, or an existing Corporate Account Handler / Client Adviser looking to join an ambitious business offering excellent long-term prospects.

For further information or a confidential discussion, please apply or contact Daniel Bell at Bell & Co Professional Recruitment.

The role will be a part of an established team which already consists of 3 Telemarketing Executives, who unlike others in these roles are encouraged to work on a quality over quantity basis, spending time building relationships and utilising the quality data that is provided, to work strategically and professionally. This particular role will work with the commercial insurance department, supporting Account Executives and Directors.

Key Responsibilities:

• Speaking with prospective clients, with the aim of setting appointments for specialists to discuss the products offered
• Working on specific projects, tailoring your approach to different markets
• Collate renewal dates from potential customers and maintain appropriate records
• Manage telephone outbound lists to ensure that a consistent process is adopted
• Create and then seek out new opportunities and cement new client relationships
• Become an integral link between potential clients and the Account Executives
• Provide and maintain the highest levels of customer support and service
• Be able to carry out the role in a professional manner to portray the company brand, vision, mission and values
• Assisting with the development of personal pipelines for Account Executives
• Booking in appointments and managing diaries for sales colleagues
• Ensuring prospect folders and the CRM system are kept up to date with details of renewal dates, decision makers and any other relevant information

Key Skills:

• Ability to build rapport with decision makers within a range of business, including large LTD’s, Plc’s and multinational organisations
• A proactive approach, with a natural curiosity and a passion for talking to people from a range of backgrounds
• Comfortable working in an environment with targets, with a proven track record in delivering on KPI’s
• Experience within a similar role for a broker, or other financial type markets is desirable

In return is a highly competitive basic salary up to c£40k, and an OTE of c£50k. The benefits package includes 30 days holiday, a 6% pension contribution, private medical, life assurance and host of flexible options. There is the opportunity to work from home up to 3 days per week. 

Daniel Bell / 07742 660 007 / daniel@bellcorecruitment.co.uk

Working alongside Account Executives, you will be responsible for your own portfolio of clients and tasked with handling any new business enquires, mid-term amendments, renewals and cover queries, while providing a high level of service. You will be broking to various e-trade and manual markets, with premiums ranging typically between £5,000 - £100,000

This is a particularly friendly, close knit and client focused team who take great pride in their work. They are looking for like-minded, personable and enthusiastic individuals who are keen to develop their careers further and be a part of the business during an exciting time of change. The role would suit someone looking to step up from handling low end transactional SME risks and gain some traditional broking experience with larger premiums. An ideal environment for someone that has aspirations of becoming an Account Executive in the future. 

On offer is a basic up to £40,000, 25 days holiday, excellent pension, life assurance, free parking, and a range of flexible benefits. There is on-going training provided and support for CII qualifications. The role is office based on a full time basis.

A dynamic and forward thinking business, who are extremely client focused and pride themselves on their service levels - They are seeking someone that can support one of the Directors with the servicing and retention of a diverse client base. 

Role:

• Processing new business, managing renewals, obtaining & negotiating quotes/terms
• Solid negotiating skills with the ability to get the very best out of our panel of insurers
• Confidence to deal with accounts paying from £20,000 to £200,000 GWP
• Generating detailed renewal reports for clients
• Ensuring that all matters are recorded on Acturis and that all records are maintained accurately and compliantly
• Being aware of market developments and to bring them to the attention of clients and colleagues, where appropriate
• Carry out all business activity strictly within the rules and requirements of the Financial Conduct Authority and to be aware of and maintain up-to-date knowledge of the regulatory environment as it applies to your work

Experience:

• You will have at least 2 years’ experience in commercial insurance
• You will possess all around commercial knowledge, such as Property Owners, PI, Cyber & D&O and have handled premiums above £5,000 on a regular basis
• A good understanding of insurer markets, with established Underwriter relationships desirable
• You will be astute, confident and able to think outside the box
• Ability to work under pressure and to tight deadlines, whilst maintaining attention to detail
• Ideally be Cert CII qualified as a minimum
• Experience with Acturis is desirable

In return there is a salary up to £45,000 per annum depending on experience and a benefits package which includes 30 days holiday, life assurance, pension contribution, support for professional qualifications, 1 day at home and free on-site parking at their easily accessed office south of Leeds.

A large, well established broker, who are extremely client focused and pride themselves on their service levels - They are seeking someone that can support Senior Account Executives and Directors with the servicing and retention of long standing clients.

Role:

• Ensure the smooth running of your allocated client account on a day-to-day basis
• Develop and maintain and a positive professional relationship with clients and insurers
• Be the first point of contact for day-to-day enquiries from clients, providers, and other internal and external sources
• You will handle a varied workload, with premiums ranging anywhere from £10,000 up to £200,000
• Broking of new business & renewals, preparation of presentations and assisting with any technical queries
• You will be using the Acturis system on a daily basis for all general tasks

Experience:

• You will ideally have at least 3 years’ experience in commercial insurance
• You will possess all around commercial knowledge, such as Property Owners, PI, Cyber & D&O and have handled premiums above £10,000 on a regular basis
• A good understanding of insurer markets, with established Underwriter relationships desirable
• You will be astute, confident and able to think outside the box
• Ability to work under pressure and to tight deadlines, whilst maintaining attention to detail

In return there is a salary up to £40,000 (negotiable) per annum depending on experience and a benefits package which includes 26 days holiday, life assurance, 5% pension contribution, support for professional qualifications and a hybrid working pattern of 3 in 2 at home.

Location: Leeds (Travel between regional offices in Yorkshire required)
Salary: £65k to £85k DOE + Bonus + Benefits

The Opportunity:

An exciting opportunity has arisen for an experienced Private Client insurance professional to lead and develop a growing High Net Worth proposition across four regional offices.

This is a strategic leadership role where you'll be responsible for enhancing the firm's Private Client offering, supporting colleagues across the business and driving sustainable growth through both direct and connected High Net Worth clients.

Working closely with the senior leadership team, you'll shape the future direction of the division, ensuring exceptional client service, strong insurer relationships and a market-leading proposition.

Key Responsibilities:

• Lead the development and delivery of the firm's Private Client strategy.
• Grow the High Net Worth portfolio through referrals, introducers and direct client relationships.
• Support colleagues across four regional offices with technical expertise and placement solutions.
• Build strong relationships with insurers to secure competitive terms and exclusive solutions.
• Identify opportunities within the existing commercial client base for Private Client referrals.
• Develop relationships with professional introducers including IFAs, accountants, solicitors, estate agents and wealth managers.
• Mentor and develop Private Client colleagues whilst promoting best practice across the business.
• Ensure outstanding levels of client service throughout the customer journey.
• Work alongside the marketing team to increase brand awareness and promote the firm's Private Client proposition.
• Monitor market trends and insurer appetite to ensure the business remains competitive.
• Work with senior leadership to deliver growth against agreed business objectives.

About You:

You'll be an experienced Private Client insurance professional with a proven track record of looking after High Net Worth and affluent clients whilst developing strong relationships with insurers and introducers.

You'll be commercially aware, relationship-driven and capable of influencing stakeholders at all levels. Whether you're already leading a Private Client division or looking to step into a broader strategic role, you'll have the credibility and ambition to build something special.

Experience Required

• Strong background within High Net Worth / Private Client insurance.
• Experience handling complex and bespoke insurance programmes.
• Excellent insurer market knowledge.
• Proven relationship management and business development skills.
• Experience working with professional introducers and referral partners.
• Strong leadership, coaching or mentoring experience.
• Excellent communication and stakeholder management skills.
• Cert CII qualified (or working towards ACII) would be advantageous.

What's on Offer?

• Opportunity to shape and lead a growing Private Client proposition.
• Genuine autonomy to influence strategy and future growth.
• Supportive senior leadership team.
• Excellent career progression opportunities.
• Competitive salary, bonus and comprehensive benefits package.
• Flexible and hybrid working.

Please do get in touch with Daniel Bell from Bell & Co Recruitment to discuss this opportunity in more detail…

They are looking for an experienced broker who can work closely with Account Directors in relation to the servicing and retention of their mid-corporate insurance clients, with premiums typically from £20k to £150k.

Key Responsibilities:

• Providing support to Account Directors and their clients, which consists of limited companies, PLC’s and large organisations
• Developing relationships with clients and ensuring renewal needs are understood and met.
• Providing the best quality of service to your customer and client accounts
• Working collaboratively as part of the wider team to move the business forwards.
• Handling queries with ease and liaising with the finance team when needed.

You:

• Will need to have proven experience in the commercial/corporate arena.
• You will have knowledge of FCA Regulations and Insurance products.
• Ideally be Cert CII
• First-class communication and relationship building skills
• Excellent literacy, numeracy, time management skills and a high level of accuracy are a must as well as high levels of self-motivation and self-discipline
• Knowledge of Acturis is desirable, however full training will be provided

In return, you will receive a highly competitive salary which is negotiable depending on experience, a 12% pension contribution, 27 days holiday, hybrid working with 2 days at home, life assurance at four times salary, private medical insurance and on-going support for personal development.

Daniel Bell / 07742 660 007 / daniel@bellcorecruitment.co.uk

Due to this growth they are looking to add an additional Account Handler to the team to work closely with the Broking Manager and alongside Account Directors in relation to the servicing of a broad range of commercial clients.

Main duties:

• You will be working closely with Account Directors
• Responsible for a portfolio of existing commercial clients, made up by plc's and large LTD's across Yorkshire and surrounding areas
• Building strong relationships with clients and understanding their insurance needs
• Dealing with premiums ranging from £10,000 and exceeding £350,000
• Dealing with renewals and pro-actively ensuring a high retention level
• Communicating with Underwriters on a daily basis and building strong relationships
• Broking risks for new business and renewals
• Using the Acturis system

This is a great opportunity for someone looking to make the next step in their career and move to an established brokerage that are known for their excellent service standards and traditional values.

The basic is up to c£42k depending on experience and full support towards CII qualifications is on offer. There is also 27 days holiday, enhanced pension, private medical, hybrid working with 2 days at home (following three month probation), support for professional qualifications and life assurance. There is plenty of free parking on-site, as well as being within a 10 minute walk of the local train station. 

If you would like to discuss further, please contact Daniel Bell at Bell & Co Professional Recruitment.

This is an exciting opportunity for an experienced Account Executive looking for a new challenge with a broker offering excellent career prospects, or an aspiring Account Handler that has perhaps dabbled in being an Exec and ready to make the step up. They are looking to invest long term and support someone who will take on a sizeable portfolio of existing clients from a retiring Account Director.

Key Responsibilities

• Inherit a book generating c£300k in income which is made up by a broad range of risks and industry sectors
• Working alongside the Sales Director and other Account Executives to continue pushing the branch forward
• Build long standing relationships with new and existing clients
• Utilise your insurance industry knowledge and expertise to identify opportunities to enhance the existing book
• Demonstrate your self-motivated and hardworking nature to meet and exceed set income & retention targets
• Drive quality, consistency and accuracy in all aspects of the sales and retention process
• Use your excellent communication and client handling abilities to ensure an outstanding client experience at all times

Qualifications

• A track record in retaining existing and placing new business in the commercial insurance industry, either as an Account Executive or Account Handler is essential
• Ability to cover the West Yorkshire region, utilising your diary management skills to ensure you maximise your client reach
• A genuine interest in building long standing working relationships with clients

In return is the opportunity to be part of a great team that offer a friendly, supportive, and progressive environment. On offer is a basic salary anywhere from £55k to £75k, £5k car allowance, excellent bonus, pension, life assurance, support for CII qualifications, hybrid working and lucrative long term incentive plans.

If you would like to discuss this opportunity further then please do get in touch for a confidential chat.

A unique business, who have an international reach, supporting businesses in multiple countries, including large Plc's, yet they remain a truly independent broker that continue to maintain their core values and traditions. 

Company Profile

• One of the biggest names across insurance broking in the region
• Believes in traditional levels of service, with the modern day tools to deliver a unique approach
• A community business who have raised and donated hundreds of thousands over the years for UK and International charities

The Role

• Take on the servicing of a large existing portfolio of clients, made up established LTD's & Plc's, with a handful of household names
• Manage, service and develop a portfolio of cross class Corporate cases, typically generating income of £20k and above
• You will use your experience and knowledge of the regional insurance market to build trust with stakeholders within your client and prospect base positioning yourself as trusted adviser to allow you to advise on and provide solutions to their requirements.
• Undertake all aspects of new and renewal business in order to contribute to ongoing regional growth
• Working closely with highly experienced brokers who will support you and your clients with day to day servicing requirements

You

• Able to demonstrate a track record as an Account Executive, handling commercial/corporate clients
• Comfortable handling a complex account management process and dealing with multiple stakeholders, often across multiple sites to retain existing business
• Strong commercial insurance knowledge which will be matched by a positive approach to client interaction
• You will be professional and ambitious, ready to join a market leader to further your career
• Cert CII as a minimum

An exciting opportunity to be part a multi-award winning business, who have been recognised nationally for their professionalism and service standards. The client portfolio is made up by some household names who have multi-national sites and cross class portfolios with premiums running into the millions. 

Whilst a range has been listed, the salary is open for negotiation depending on experience (£80k to £100k+) - Benefits include a 9% pension contribution, car allowance, 26 days leave (rising with service), private health insurance, annual bonus, death in service at twice salary and income protection. There are a range of additional features, such as childcare vouchers, full maternity/paternity pay after 3 years service and travel based schemes. Hybrid working available, with 2 to 3 days from home.

If you would like to discuss this role further, please contact Daniel Bell on 07742 660 007.

They are looking for an experienced Corporate Account Handler to join their established team and work closely with Account Directors in relation to the servicing and retention of their large technical insurance clients.

Key Responsibilities:

• Providing support to Account Directors and their clients, which consists of limited companies, PLC’s and large multi-national organisations
• Developing relationships with clients and ensuring renewal needs are understood and met
• Handling risks with a minimum income of £20,000
• Providing the best quality of service to your customer and client accounts
• Working collaboratively as part of the wider team to move the business forwards
• Handling queries with ease and liaising with the finance team when needed

You:

• Will need to have proven experience in the commercial/corporate arena
• You will have knowledge of FCA Regulations and Insurance products
• Cert CII as a minimum 
• First-class communication and relationship building skills
• Excellent literacy, numeracy, time management skills and a high level of accuracy are a must as well as high levels of self-motivation and self-discipline
• Working knowledge of Acturis is desirable

In return, you will receive a highly competitive salary, a 12% pension (7% employer and 5 % employee), 26 days holiday (rise with service), hybrid working with 2 days at home, life assurance at three times salary, private medical insurance, free parking with charging points, access to a brand new kitchen area, a staff wellness zone and on-going support for personal development.

One of these roles is for a Corporate Broker to support Account Directors with the servicing and retention of their key clients, which consists of Hedge Fund Managers, Private Equity Firms, Stockbrokers and Private Banks.

Key Duties:

• Contribute to a successful and expanding Financial Institutions team with training provided
• Market facing broking and liaising with underwriters in the Lloyds and London market
• Working as part of a team to prepare presentations for clients
• Responding to market queries and supporting Senior Brokers
• Manage relationships with colleagues and clients
• Providing technical advice and expertise to clients
• Opportunity to develop your skills and forge a long-term and prosperous career
• Learn from experienced colleagues whilst developing your career

Experience Required:

• Knowledge of the insurance industry from a commercial broking background, preferable with some professional risks experience, however full training will be provided
• Those with a corporate banking or legal background are also encouraged to apply
• Excellent and articulate communication and numerical skills
• Desire and ambition to pursue a career within a specialist field
• Insurance qualifications, ideally a minimum of Cert CII with commitment to progressing further
• Must be educated to degree level, ideally within Law, Accountancy or Economics 

In return, you will receive a highly competitive salary, a 12% pension (7% employer and 5 % employee, 27 days holiday, hybrid working, life assurance at three times salary, private medical insurance, access to a gym, free parking, access to a brand new kitchen area, a staff wellness zone and on-going support for personal development.

You will take on the servicing of a portfolio of direct clients and support an Account Executive with the management of their long standing book of larger commercial risks.

Role:

• You will be a part of the commercial broking team, supporting direct clients and ones associated with an Account Executive
• You will be responsible for an existing portfolio which is made up by clients with premiums ranging from £5,000 to £100k plus
• Handling and broking of new business and renewals, processing any MTA’s and managing any claims alongside the dedicated team
• The portfolio is made up by a very broad range of industry sectors including Retailers, Manufacturers, Engineers, Construction and Property Owners
• You will be using the Acturis system on a daily basis for all general tasks

Experience:

• You will have at least 3 years’ experience in commercial insurance broking
• You will possess all around commercial knowledge, such as Property Owners, PI, Cyber & D&O and have handled premiums above £5,000 on a regular basis
• Ideally be Cert CII qualified

In return there is a salary up to £36,000 and a benefits package which includes 25 days holiday, pension contribution, support for professional qualifications, annual performance bonuses and free on-site parking at their office which is close to the M1 in Sheffield.

As a Senior Broker, you will manage UK and large global programs alongside an experienced Account Director and engage with clients worldwide (some occasional travel overseas to clients, insurers and events). You’ll manage the global broking processes, ensuring the seamless handling of client business at multiple levels.

Key Duties Include:

• Work with Account Director to retain and generate new business, by leveraging strategy information and managing contract reviews and midterm changes
• Work on all aspects of account management and service delivery to clients, ensuring client needs are identified and met in line with agreed service standards
• Manage all day to day queries, renewals, amendments and mid-term adjustments for a number of our larger accounts
• Offer technical support for complex or high-priority relationships when needed, to ensure relationship satisfaction and maintain a mutual internal and external understanding
• Serve as a client contact for day-to-day needs and answer standard or more difficult client questions to improve the client experience
• Maintain a detailed understanding of changing market condition and understands and complies with all compliance, professional and transparency standards to better serve clients

Experience:

• An experienced insurance professional, committed to self-development and technically minded
• Practice good work habits: setting priorities and goals and following through on commitments
• Known for integrity, honesty, authenticity, transparency, and being non-political
• Self-disciplined and self-reliant
• Consistently demonstrate strong performance so colleagues can rely upon you
• You are open to a changing environment and new challenges
• Minimum 5 years insurance industry experience required with skills across multiple lines of insurance
• Acturis system knowledge is desirable
• Ideally be ACII or working towards

On offer is a highly competitive salary which is negotiable based on experience, 25 days holiday (rising with service), 7% pension contribution, private medical, life assurance, wellbeing benefits, use of a free on-site gym, hybrid working with 2 days from home, access to a fantastic state of the art training academy for on-going development and genuine scope for career progression.

This is an exciting opportunity for an Account Executive looking for a new challenge with a broker offering excellent career prospects. They are looking to invest long term and support someone who will take on a sizeable portfolio of existing clients from two Directors. 

Key Responsibilities

• Inherit a book generating c£150k in income which is made up by a broad range of risks and industry sectors
• Build long standing relationships with new and existing clients
• Utilise your insurance industry knowledge and expertise to identify opportunities to generate new business
• Use relationship building skills to grow and retain a profitable book of business
• Enhance your networking skills to develop a sustainable pipeline of new business covering a wide range of commercial insurance products
• Demonstrate your self-motivated and hard-working nature to meet and exceed set income & retention targets
• Drive quality, consistency and accuracy in all aspects of the sales and retention process
• Use your excellent communication and client handling abilities to ensure an outstanding client experience at all times

Qualifications

• A track record in retaining existing and placing new business in the commercial insurance industry
• Ability to cover the region utilising your diary management skills to ensure you maximise your client reach
• A genuine interest in building long standing working relationships with clients
• Ability and drive to build up a book of new business, ensuring continued long-term client satisfaction

In return is the opportunity to be part of a great team that offer a friendly, supportive, and progressive environment. On offer is a basic salary anywhere from £55k to £70k, car allowance, excellent bonus, pension, life assurance, support for CII qualifications and flexibility around working from home.

If you would like to discuss this opportunity further then please do get in touch for a confidential chat.

Daniel Bell / 07742 660 007 / daniel@bellcorecruitment.co.uk

Are you an experienced Commercial Account Executive looking to take the next step into leadership? Or perhaps you're already managing a successful team and looking for a fresh challenge with greater influence?

I'm delighted to be working with a well-established insurance broker looking to appoint a Sales Director to play a pivotal role in the continued growth of its Yorkshire operation.

This is a genuinely exciting opportunity to work alongside a highly regarded Regional Managing Director, helping to shape the sales strategy across four regional offices while leading and developing a team of Account Executives with varying levels of experience.

Alongside your leadership responsibilities, you'll continue to manage your own established portfolio of commercial clients, generating approximately £200,000 in income, giving you the opportunity to remain client-facing while influencing the wider direction of the business.

The Opportunity

• Lead, coach and support a team of Commercial Account Executives across three Yorkshire offices
• Work closely with the Regional Managing Director and Branch Managers to develop and deliver the regional growth strategy
• Mentor and develop both established and emerging Account Executives, helping them maximise performance and achieve their potential
• Manage your own portfolio of commercial clients, maintaining strong relationships while identifying opportunities for growth
• Encourage collaboration across the regional offices, promoting best practice and a consistently high level of client service
• Play an active role in identifying new business opportunities and supporting wider business development initiatives

About You

We're keen to speak with experienced Commercial Insurance professionals who have a proven track record of winning, retaining and developing commercial clients.

Previous leadership experience would be advantageous, although this could also suit a Senior Account Executive who has mentored colleagues, led projects or is ready to take the next step into management.

You'll be someone who enjoys developing people, building strong relationships and contributing to the long-term success of the wider business.

What's on Offer?

• Salary between £90,000 and £130,000 depending on experience
• Car allowance
• Attractive bonus structure
• Hybrid working
• An inherited portfolio generating c.£200,000 income
• The opportunity to influence the strategy and growth of a successful regional business
• Excellent long-term career prospects within an ambitious organisation

For a confidential discussion, or to learn more about this opportunity, please get in touch

This is a fantastic opportunity to take on an existing portfolio of clients, with a book made up by most classes of insurance and industry sectors. 

Key Responsibilities

• Manage, grow & retain a book generating c£300,000 in income
• Manage a complex portfolio of clients and quickly understanding their specific needs and expectations
• Build long standing relationships with new and existing clients
• Made up by premiums ranging from £30,000 to £250,000
• Develop a sustainable pipeline of new business covering a wide range of commercial insurance products
• Drive quality, consistency and accuracy in all aspects of the role
• Use your excellent communication and client handling abilities to ensure an outstanding client experience at all times

Qualifications

• Proven track record in retaining business within the commercial insurance industry
• Ability to cover a large region, utilising your diary management skills to ensure you maximise your client reach
• A genuine interest in building long standing working relationships with clients - There will be a handover period
• Broad risk and product knowledge is essential
• Strong team working ability in order to forge strong working relationships within the business to meet defined goals and targets
• Experience with Acturis is desirable
• You will ideally be Cert CII, or qualified by level of experience

In return is the opportunity to be part of a great team that offer a friendly, supportive, and progressive environment. On offer is a basic salary anywhere from £75k to £85k, a car allowance, excellent bonus, pension, life assurance, support for CII qualifications and flexibility around working from home.

If you would like to discuss this opportunity further then please do get in touch for a confidential chat.

£65,000 – £90,000 DOE + Car Allowance + Excellent Bonus | Hybrid Working | Leeds

Are you looking for an Account Executive role where you'll inherit a substantial portfolio from day one, and provided with excellent support from an experienced team of Account Handlers & Brokers?

We're working exclusively with a well-established, highly respected insurance broker that's looking to appoint an experienced Commercial Account Executive as part of its continued growth.

This is an outstanding opportunity to inherit a well-established portfolio generating approximately £200,000 in annual income, allowing you to focus on developing existing relationships while growing the portfolio through referrals, networking and new business activity.

If you're looking for a business that genuinely invests in its people, offers long-term career progression and gives you the autonomy to build your own success, this could be exactly what you've been waiting for.

The Opportunity:

As an Account Executive, you'll manage a diverse portfolio of commercial clients across a broad range of industries and risks, becoming their trusted adviser while identifying opportunities to strengthen and expand existing relationships.

Alongside managing your inherited book, you'll be encouraged and supported to develop your own pipeline of new business, giving you the opportunity to significantly increase your earnings over time.

What You'll Be Doing:

• Inheriting a portfolio generating approximately £200,000 in annual income
• Building trusted, long-term relationships with commercial clients
• Delivering expert advice across a wide range of commercial insurance products
• Identifying opportunities to cross-sell and generate new business
• Developing your own sustainable pipeline through networking, referrals and business development
• Negotiating with insurers to achieve the best possible outcomes for your clients
• Delivering exceptional service while achieving retention and income targets

About You:

You'll already have experience as a Commercial Account Executive (or in a similar client-facing commercial insurance role) and enjoy developing long-term relationships with clients.

You'll also have:

• A proven track record of retaining and developing commercial insurance clients
• Experience with a broad range of commercial insurance risks
• Strong networking and relationship-building skills
• A genuine passion for providing exceptional client service
• The ambition to continue growing your portfolio and career

What's On Offer?

• Basic salary of £65,000 - £90,000
• Excellent bonus scheme
• Car allowance
• Hybrid working and flexibility
• Pension
• Life assurance
• Full support towards CII qualifications
• Genuine long-term career progression
• Supportive, collaborative working environment

Interested?

If you're an experienced Commercial Account Executive looking for a role that offers an established portfolio, genuine earning potential and long-term career prospects, please do get in touch to find out more.

Please get in touch for a confidential conversation.

Manage your own portfolio of commercial clients, build strong insurer relationships, and develop new business opportunities within a growing, high-performing insurance team.

We’re recruiting for a client-focused Account Manager to join a successful Commercial team based in South Leeds. This is a fantastic opportunity for someone with insurance or broking experience looking to take the next step in a supportive and ambitious environment.

The Role:

You’ll be responsible for managing a portfolio of commercial clients, ensuring exceptional service and identifying opportunities for growth.

Key responsibilities include:

• Managing and developing a portfolio of commercial clients
• Handling renewals, mid-term adjustments and client queries
• Identifying new business and cross-selling opportunities
• Building strong relationships with insurers and stakeholders
• Ensuring accurate documentation and compliance processes
• Supporting team objectives and contributing to overall growth

This is a varied, client-facing role where you’ll play a key part in delivering a high-quality service experience.

About You:

We’re looking for someone who:

• Has experience in commercial insurance
• Is confident managing client relationships
• Has strong communication and organisational skills
• Takes a proactive, solutions-focused approach
• Works well within a collaborative team environment

Experience with systems such as Acturis would be beneficial but not essential.

What’s on Offer:

• Salary: £30,000 – £35,000
• Location: South Leeds (hybrid working - 2 days from home)
• Clear progression opportunities within a growing business
• Supportive, team-focused environment
• Ongoing professional development

Why Apply?

This is a great opportunity to join a business that values client relationships, growth, and professional development, offering long-term career progression within the insurance sector.

This is an exciting opportunity for an Account Executive looking for a new challenge with a broker offering excellent career prospects, or an aspiring Account Handler with a strong commercial background that is keen to make the step forward. They are looking to invest long term and support someone who will take on a portfolio of existing clients.

Key Responsibilities

• Inherit a book generating c£150k in income which is made up by a broad range of risks and industry sectors
• You will be working alongside the Commercial Manager and receiving one on one support
• Build long standing relationships with new and existing clients
• Utilise your insurance industry knowledge and expertise to identify opportunities to generate new business
• Use relationship building skills to grow and retain a profitable book of business
• Enhance your networking skills to develop a sustainable pipeline of new business covering a wide range of commercial insurance products
• Demonstrate your self-motivated and hardworking nature to meet and exceed set income & retention targets
• Drive quality, consistency and accuracy in all aspects of the sales and retention process
• Use your excellent communication and client handling abilities to ensure an outstanding client experience at all times

Qualifications

• A track record in retaining existing and placing new business in the commercial insurance industry, either as an Account Executive or Account Handler is essential
• Ability to cover the South Yorkshire region, utilising your diary management skills to ensure you maximise your client reach
• A genuine interest in building long standing working relationships with clients
• Ability and drive to build up a book of new business, ensuring continued long-term client satisfaction

In return is the opportunity to be part of a great team that offer a friendly, supportive, and progressive environment. On offer is a basic salary anywhere from £50k to £65k, car allowance, excellent bonus, pension, life assurance, support for CII qualifications and flexibility around working from home.

If you would like to discuss this opportunity further then please do get in touch for a confidential chat.

Salary: £37,000 to £40,000 DOE + Excellent Benefits / Hybrid Working

Location: North Leeds

About the Role:

We are seeking an experienced Commercial Claims Handler to join the dynamic team of a leading insurance broker. This role offers the opportunity to manage a portfolio of complex commercial insurance claims, providing expert guidance and ensuring outstanding service.

Key Responsibilities:

• Handle and manage a variety of commercial insurance claims from inception to settlement, including Property, Motor, Liabilities and PI
• Provide expert advice and support to clients and colleagues regarding claim matters
• Investigate and assess claims to determine liability and potential settlement
• Liaise with insurers, legal representatives, and other relevant parties to facilitate efficient claims resolution
• Mentor and support claims colleagues, contributing to the team’s development
• Maintain accurate records and ensure compliance with internal policies and regulatory requirements

Requirements:

• Proven experience in commercial claims handling within an insurance brokerage
• Strong understanding of commercial insurance products and claims processes
• Excellent communication, negotiation, and problem-solving skills
• Ability to manage multiple complex claims efficiently
• Professional qualifications (e.g., Cert CII) preferred but not essential

Why this role:

• Work for a respected and growing insurance broker with a supportive team environment
• Part of a regional hub, supporting 7 northern based officed, which will give exposure to a broad range of clients and losses
• Opportunity to take ownership of challenging and rewarding claims work
• Competitive salary and benefits package
• Professional development and career progression opportunities, with a genuine route to Claims Executive or leadership on offer

Apply Now:

If you are a motivated and experienced commercial claims professional looking for your next challenge in Leeds, then please do get in touch to find out more.

Daniel Bell / 07742 660 007 / daniel@bellcorecruitment.co.uk