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Sme account handler

Henley-on-Thames
Capio Recruitment Insurance
Account handler
Posted: 8h ago
Offer description

Job Description

About the Company:A thriving independent commercial broker based in Henley-on-Thames is turning business away due to demand — and they’re now looking to grow their commercial team. With a reputation for high client retention, diverse sector exposure (including niche schemes in waste, lifestyle and automotive), and strong internal support, this is a business built on relationship-led, long-term broking.

Role Summary:You’ll be supporting the team across a diverse SME portfolio including offices, shops, property owners, and trades, with average premiums between £6k-£10k. With plenty of variety and mentorship available, this role suits someone confident with face-to-face or virtual client work, and who wants a long-term, hands-on broking home.

Key Responsibilities:• Manage a book of SME clients: ensuring smooth day-to-day handling and renewals• Liaise with clients via phone, Teams, and face-to-face: building lasting rapport• Work alongside senior brokers: learn how to handle more complex risks• Support new business placement: helping the firm grow sustainably• Contribute to a collaborative office environment: working closely with the wider team

Requirements:• Experience in a broking office (minimum 2-3 years)• Confidence handling SME commercial lines (e.g. property, combined, liability)• Strong organisational and client communication skills• Comfortable with office-based working, Mon-Fri

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