SME Account Handler
Capio Recruitment Insurance · Burgess Hill
Job description
About the role
This role offers an experienced SME Account Handler the chance to join a busy commercial insurance team in Burgess Hill. You will take ownership of an existing client book, manage a high volume of work and deliver a phone‑first service. The position is based in the Burgess Hill office with occasional exposure to the London office, but it is not a hybrid role.
Key responsibilities
- Manage an established SME client book and maintain strong relationships to support high retention.
- Handle commercial renewals by reviewing requirements, obtaining terms and guiding clients through the process.
- Process mid‑term adjustments, ensuring accurate policy changes and clear communication.
- Manage work from a central inbox, taking ownership of renewals, client letters, terms and service requests.
- Maintain a phone‑first approach, resolving enquiries efficiently and providing personal support.
- Prioritise workload to meet deadlines and service expectations while handling a high volume of activity.
Required profile
- Recent commercial insurance account‑handling experience.
- Strong knowledge of commercial combined insurance.
- Experience handling property owners’ insurance.
- Confidence managing renewals, mid‑term adjustments and policy documentation.
- Ability to manage a busy workload with limited supervision.
- Acturis experience is advantageous.
Required skills
- Acturis
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Published 1 month ago
Expires 2 weeks from now
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Capio Recruitment Insurance
Burgess Hill
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