SME Account Handler

We are currently assisting a leading insurance broker, who have recently gone through some exciting changes which has opened up a great opportunity in their Leeds city centre office.

This fantastic opportunity allows you to work in a fast-paced, forward-thinking environment, providing tailored insurance solutions to SME Commercial clients.

Key Duties:

• Provide direct administrative support new and existing clients
• Responsible for handling new business enquiries, processing renewals, managing mid-term adjustments, and assisting with day-to-day cover queries
• Ensuring that all client and insurer requests are efficiently managed and processed in line with company procedures and service standards
• Assist in organising and coordinating the renewal process, handling documentation, and preparing reports to facilitate smooth operations
• Contribute to the team’s success by assisting in the negotiation process and helping secure favourable renewal terms for clients, leading to high retention rates
• Ensure that all client and insurer requests are addressed promptly and to a high standard, contributing to strong, lasting relationships
• Working across a diverse range of insurance classes, including Fleet, Motor Trade, Commercial Combined, SME Packages, Property, EL/PL, and Specialist Covers such as Professional Indemnity, Cyber, and Management Liability

Experience:

• Ideally have experience in a commercial broking role, with knowledge of SME commercial products such as Fleet, Motor Trade, Commercial Combined, and EL/PL
• Strong organisational and time-management skills to handle multiple tasks efficiently
• Attention to detail to ensure accuracy in documentation and reporting
• Excellent verbal and written communication skills for effective interaction with clients, insurers, and colleagues
• Ability to anticipate potential issues and offer solutions
• Strong analytical skills to assist in the renewal process and other administrative tasks
• Progress towards or completion of relevant insurance qualifications (e.g., CII Certificate in Insurance) or be prepared to ascertain this with support from the business
• Experience with Acturis is desirable, however full training will be provided

On offer is the opportunity to step into commercial insurance with a broker who have a proven track record for developing and progressing their employees personally and professionally. Along with this is a salary up to £33000 and 26 days holiday, quarterly bonus, pension, life assurance at four times salary, medical scheme, hybrid working with 2 days from home and support for professional qualifications.