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Commercial account handler

High Wycombe
Capio Recruitment
Commercial account handler
Posted: 24 April
Offer description

Job Title: New Business Account Handler

Location: Bristol

Salary: Up to £35,000

Benefits: Quarterly bonus


About the Company:

You’ll be joining a global, employee-owned insurance brokerage with a strong reputation for innovation and client service. With a growing presence across the UK and internationally, the business combines entrepreneurial spirit with the backing of a large-scale group. Known for its collaborative and people-first culture, it offers excellent long-term career development and internal progression opportunities.


Role Summary:

This is an opportunity to join a growing Bristol-based team focused on new business; working with warm leads and alongside a supportive team, you’ll play a key role in winning and developing new clients. The role offers strong exposure to new business activity, technical development across commercial lines, and clear progression within a fast-growing brokerage.


Key Responsibilities:

• Develop new business opportunities: Build relationships with prospects and convert warm leads into clients

• Support the new business process: Gain hands-on experience across quoting, placement, and policy structuring

• Handle documentation and broking tasks: Strengthen technical knowledge across commercial insurance products

• Collaborate with internal teams: Work closely with colleagues to drive growth and deliver client solutions

• Maintain compliance and records: Ensure accuracy and professionalism across all client interactions


Requirements:

• Commercial insurance experience across multiple product lines

• Exposure to new business or a strong interest in moving into a new business-focused role

• Cert CII qualified (or working towards)

• Strong communication and relationship-building skills

• Motivated, proactive, and confident personality


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 Account Handler, New Business Broker, Insurance Account Executive, Client Advisor, Commercial Broker

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