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Sme account handler

Bury
Account handler
Posted: 10 August
Offer description

Job Description Job title: SME Account Handler Salary: £35,000 Location: Greater Manchester PURPOSE OF ROLE We’re recruiting on behalf of a well-regarded insurance brokerage known for its strong client service and SME market expertise. They’re looking for an experienced SME Account Handler to manage a portfolio of clients, provide tailored insurance solutions, and ensure high levels of retention and satisfaction. RESPONSIBILITIES Manage a portfolio of SME clients, providing expert advice and support on their insurance needs Handle renewals, mid-term adjustments, and new business quotations Build and maintain strong client relationships through proactive and responsive service Liaise with insurers to negotiate terms and ensure competitive and appropriate cover Ensure all client records and documentation are accurate, compliant, and up to date Support Account Executives and contribute to the broader team’s success DAY-TO-DAY Respond to client queries by phone and email, delivering prompt and clear communication Process and issue renewal and adjustment documents Prepare and present insurance quotations tailored to client requirements Update internal systems with accurate client and policy information Coordinate with insurers for quotes, endorsements, and claims updates Monitor diary tasks and renewals to maintain seamless service delivery EXPERIENCE Proven experience as an Account Handler within commercial or SME insurance Strong understanding of insurance products relevant to small and medium-sized businesses Comfortable managing a busy portfolio with minimal supervision Experience working with insurer portals and back-office systems Demonstrated commitment to client service and retention SKILLS Excellent communication and relationship-building abilities Strong attention to detail with sound administrative and organisational skills Confident negotiating with insurers and presenting options to clients Proficient in insurance systems and Microsoft Office Ability to prioritise, meet deadlines, and adapt to changing client needs Professional, positive, and client-focused approach If you have the relevant experience or know someone that does please contact me now on 07441 922 901 or email us at admin@lawesgroup.co.uk

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