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Commercial insurance account handler

Stourbridge (West Midlands)
Capio Recruitment Insurance
Insurance account handler
Posted: 21h ago
Offer description

About the Company:This is a well-established, independent insurance brokerage with a strong SME client base. The business is family-owned, close-knit, and deliberately small, allowing for autonomy, direct client ownership, and real influence. The leadership team is hands-on but not intrusive, and the firm prides itself on long-term client relationships rather than high-volume, templated work.Role Summary:This role is designed for someone who wants ownership, responsibility, and a long-term career within a smaller brokerage. You'll manage and grow an existing SME portfolio while contributing to new business, sharing commission on self-generated opportunities. The focus is on relationship management, practical broking, and being trusted to just get on with the job.Key Responsibilities: • Manage an SME commercial portfolio: build trusted, long-term client relationships • Handle renewals, mid-term adjustments, and broking activity: full ownership of the client lifecycle • Generate and develop new business opportunities: benefit from shared commission • Liaise with insurers and internal colleagues: keep service efficient and personal • Support quieter periods with claims or portfolio reviews: add value beyond renewalsRequirements: • Experience in a commercial insurance account handling or account management role • Comfortable managing SME clients, including property owners and packaged risks • Strong communicator who builds rapport easily and works well in a small team • Able to work independently without close supervision.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.

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