SME Account Handler

Doncaster

SME Team

A growing insurance broker in Doncaster is looking to recruit two Account Handlers to join their SME team:

Assistant Account Handler – Entry-level role, starting salary circa £26,000. Full training will be provided, starting with a single product (e.g., property owners). Minimal prior experience required.

Commercial Account Handler – Experienced role, starting salary circa £30,000. You will manage a portfolio of small and medium-sized enterprise (SME) clients across various product lines, including property owners, commercial combined, motor, and financial lines. Ideal candidates have some SME experience with small business accounts such as tradesmen, shops, or restaurants.

• Manage SME client accounts, including renewals, endorsements, and adjustments
• Build and maintain strong client relationships with a customer-first approach
• Prepare and place policies accurately using e-trade platforms and client management systems
• Liaise with insurers efficiently to obtain quotes and confirm coverage
• Ensure compliance with FCA regulations and internal standards
• Contribute to team knowledge-sharing and best practice

• Essential:
  Insurance experience in SME or commercial account handling, knowledge of package/commercial combined products, familiarity with e-trade platforms, understanding of FCA regulations
• Desirable:
  Progress towards Cert CII or ACII, experience using Acturis or similar systems
• Attributes:
  Client-focused, proactive, organised, strong communicator, able to manage multiple priorities

• Salary £26,000-£30,000, potentially higher for the right candidate
• Professional development and learning opportunities
• Supportive, collaborative team environment
• Career progression within a growing SME insurance team
• Candidates must have the legal right to work in the UK.

Joe Cappalonga, Senior Consultant on

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