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Commercial account handler

Exeter
Capio Recruitment
Commercial account handler
Posted: 3h ago
Offer description

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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