Commercial Account Handler​/Executive

Job Title:

Commercial Account Handler / Account Executive

Location:

Swansea Salary: £30,000 – £70,000 Benefits:
Hybrid working, profit share scheme; additional earnings linked to agreed criteria

About the Company:

A well-established independent insurance broker is looking to strengthen its commercial team across South and West Wales. The business has a strong reputation for client service, technical advice, and long-term relationships with businesses across a broad range of sectors. Role

Summary:

This is a flexible opportunity for a commercial insurance professional who wants to take the next step in their broking career. The firm is open to speaking with candidates who are looking for a full Account Handler role, those who want to move into Account Executive work, or experienced Executives who have a book of business they could bring across and continue to develop.

Depending on your background, the role could focus on managing existing commercial clients, supporting Account Executives across mid-market and corporate cases, handling smaller accounts independently, or maintaining and growing your own client book while taking on additional existing business.

Key Responsibilities:

Manage and service commercial client accounts:
Build trusted relationships while keeping clients well supported throughout the policy lifecycle Support renewals, MTAs, quotations, and policy administration:
Develop strong technical broking experience across a varied commercial client base Work closely with Account Executives on mid-market and corporate cases:
Gain exposure to more complex risks and develop your commercial confidence Handle smaller commercial cases independently where appropriate:
Take ownership of client work and build your account management experience Liaise with insurers to obtain terms and resolve queries:
Strengthen your market relationships while helping secure suitable outcomes for clients Maintain and develop a client book where relevant:
Continue building long-term relationships while managing additional existing business Identify opportunities to improve cover or support client needs:
Add value through proactive, commercially aware advice Requirements:
Commercial insurance experience in an account handling, broking, or account executive role Strong client service skills with the confidence to speak with clients and insurers Experience dealing with renewals, MTAs, quotations, and commercial policy documentation Exposure to SME, mid-market, or corporate commercial insurance cases Ability to manage a varied workload and build long-term client relationships For Account Executive candidates, a transferable book of business would be strongly considered CII progress or Cert CII would be beneficial but is not essential If this role isn’t quite right, it’s still worth speaking to one of our specialist team — we may be working on something that hasn’t hit the market yet.

Related Job Titles:
Commercial Account Handler, Account Broker, Commercial Broker, Commercial Account Executive, Risk Adviser