Insurance Account Handler – Commercial & Personal Lines (Sales Focused)
Location: Yate
Hours: Monday–Friday, 9 am–5 pm
Salary: £25,000–£35,000 DOE + Bonus
Our client is a well-established independent insurance brokerage, operating from a busy insurance office in Yate since 1992. They provide expert advice across both commercial and personal insurance, with a strong reputation for service, retention, and long-term client relationships.
This is a sales-driven Account Handler role, ideal for someone who enjoys converting enquiries, developing client relationships, and growing a mixed book of commercial and personal lines business within a supportive and experienced team.
What's On Offer
Weekdays only — no weekends or bank holidays
Free onsite parking and close to local transport
Competitive salary with monthly, quarterly and annual bonus opportunities
Holiday entitlement
Pension scheme
Sick pay
Ongoing insurance training and development
Clear progression opportunities within the brokerage
Regular salary reviews
Work events and staff discounts
About You
Previous experience working within an insurance brokerage
Experience handling commercial risks and/or personal lines policies
Confident sales mindset with the ability to convert inbound enquiries
Experience using Open GI is an advantage (training provided if required)
Proactive, organised, and commercially minded
Strong communication skills and a customer-first approach
The Role
Handling new business, renewals, and mid-term adjustments across commercial and personal insurance
Proactively converting inbound leads into new policies
Identifying cross-sell and upsell opportunities between personal and commercial products
Managing and developing a mixed insurance book of business
Supporting business growth through ideas that improve efficiency and sales performance
Working alongside in-house marketing, IT, and support teams to drive lead generation
Delivering consistently high service levels to loyal clients, many of whom have remained with the brokerage for years
This role suits someone who enjoys the sales aspect of insurance broking while still valuing strong client relationships and technical accuracy.
If you're looking to join a respected insurance office with over 30 years of trading history, and want to play an active role in growing both commercial and personal lines business, click APPLY now.
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