Job Description
Job title: SME Account Handler
Salary: £35,000
Location: Greater Manchester
PURPOSE OF ROLEWe'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