SME Account Handler

The Role :

As an SME Account Handler / AE, you'll manage a portfolio of small to medium-sized commercial clients, providing excellent service while also identifying and converting new business opportunities.

• Managing client renewals, mid-term adjustments, and day-to-day queries
• Preparing and issuing accurate policy documentation and reports
• Building relationships with existing clients and identifying cross-sell opportunities
• Prospecting and converting new SME clients, supporting business growth
• Liaising with insurers to secure competitive terms and coverage
• Ensuring compliance with FCA regulations and internal standards
• Supporting the wider team in delivering first-class client service

• Experience in a commercial insurer role (broker or insurer side)
• Strong understanding of SME insurance products, including property, liability, and combined covers
• Confident communicator with excellent organisational and relationship-building skills
• Proactive and commercially minded with a drive to grow both your portfolio and the business
• Experience using Acturisor similar broking systems (desirable)
• Cert CII qualified or working towards (support available)

• Salary : £32,000 - £40,000, dependent on experience
• Hybrid working model (split between home and Amersham office)
• 25 days holiday plus bank holidays
• Pension scheme and company benefits package
• Full support for professional qualifications and ongoing development
• Friendly, collaborative team environment
• Clear career progression opportunities within a growing independent broker

This is an exciting opportunity for a commercially minded SME Account Handler / AE to join a respected brokerage where you'll have the chance to manage your own portfolio, grow new business, and develop your career.

Apply today or contact us for a confidential discussion about the role.