Account Handler

Job Title: Commercial Insurance Account Manager

Location: Bridgend – hybrid considered

Salary: £27,000+, negotiable depending on experience

Benefits: Private Medical Insurance, Pension Scheme, Career Progression

About the Company:

A growing independent insurance brokerage with an established presence across South and West Wales is looking to strengthen its commercial broking team.

The business handles a varied portfolio of SME and corporate clients across areas including motor trade, fleet, property, agriculture, credit insurance and general commercial risks. Employees benefit from a collaborative working environment, broad insurer access and ongoing investment in professional development.

Role Summary:

You will work closely with a small group of Account Executives, supporting them with renewals, mid-term adjustments, quotations, client enquiries and insurer negotiations. You will act as a trusted day-to-day contact for clients and help keep work progressing when an Account Executive is unavailable.

The role offers exposure to a broad mix of commercial risks and the opportunity to take genuine ownership of client servicing. You will join a collaborative team with access to administrative support, in-house training and funded Cert CII development, making this a strong opportunity to broaden your technical knowledge and progress your career.

Key Responsibilities:

• Client Servicing: Manage day-to-day enquiries and policy requirements, allowing you to build trusted relationships with commercial clients.

• Renewal Management: Prepare and progress renewals from initial review through to completion, developing your technical broking knowledge.

• Mid-Term Adjustments: Handle policy changes accurately and efficiently, ensuring clients continue to receive appropriate protection.

• Insurer Negotiation: Liaise with insurers and underwriters regarding quotations, coverage and terms, strengthening your market relationships.

• Account Executive Support: Keep client work moving when Account Executives are attending meetings or unavailable, giving you greater responsibility and autonomy.

• Portfolio Exposure: Work across a broad range of commercial products and sectors rather than being restricted to a narrow book.

Requirements:

• Strong knowledge of commercial insurance products and processes

• Experience handling renewals, adjustments and client enquiries

• Confidence communicating with clients, insurers and underwriters

• Ability to manage work independently while contributing to a wider team

• Strong organisation and attention to detail

• Cert CII qualification or an interest in completing it with employer support