Account Handler

We are working with a national insurance broker who are seeking an SME Account Handler to join their team in Doncaster. This role focuses on supporting a portfolio of small to medium-sized commercial clients, providing day-to-day administration and ensuring clients' insurance arrangements are managed effectively.

The Role

• Manage a portfolio of SME clients, acting as a consistent point of contact.


• Process renewals, mid-term adjustments, and policy documentation accurately.


• Respond to client and insurer queries in a timely and professional manner.


• Support Account Executives with meetings, reports, and renewals.


• Maintain accurate client records and ensure compliance with FCA requirements.


• Contribute to a smooth workflow within the team, helping maintain service standards.

Skills and Experience

• Experience as an Account Handler or Client Executive within commercial insurance.


• Knowledge of SME insurance products and broking processes.


• Strong attention to detail and ability to manage multiple tasks efficiently.


• Good communication skills and ability to liaise effectively with clients and colleagues.


• Organised, reliable, and able to work to deadlines.


• Cert CII or working towards (desirable).

What's on Offer

• Salary up to £35,000 plus benefits.


• Hybrid / flexible working with Doncaster office base.


• Stable role within a respected national broker.


• Opportunity to manage your own SME client portfolio.


• Support for professional development and long-term career progression.

This role may suit someone currently working with small to medium-sized commercial clients who is looking for a stable position with clear responsibility for their own portfolio.

Apply in confidence to discuss this opportunity.

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