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Account Handler - SME
Client Services Officer – SME Insurance (Leicester / Maidstone / Amersham / Doncaster)
About the Role
This isn’t a role built around ticking boxes; it’s about ownership, consistency and delivering for SME clients – every day.
Our SME team is a Centre of Excellence within Clear Group. We deliver high-volume, high-quality insurance solutions for small and medium-sized businesses across the UK, trusted to get it right. You’ll be part of a connected team that works closely, shares knowledge, and holds high standards.
The role is hybrid, split between 2 office working days from one of our Leicester, Amersham, Maidstone, or Doncaster offices.
The Role
This is a 360° client role.
- You own the relationship.
- You manage the detail.
- You ensure everything lands accurately and on time.
You’re working at volume, with real responsibility – but you’re not alone. You’re part of a supportive team that thrives on consistency in client management, workload control, and quality delivery.
Responsibilities
Key Accountabilities
- End-to-end portfolio management for SME clients
- Ownership of client relationships and delivery—you are the primary point of contact.
- Day-to-day tasks include:
- Managing client relationships and acting as the main point of contact
- Overseeing renewals and mid-term adjustments to ensure accurate and continuous cover
- Processing new business, endorsements, and cancellations accurately and on time
- Placing and managing insurance cover across multiple insurer platforms
- Reviewing documentation, resolving issues, and ensuring quick and precise corrections
- Liaising with insurers to secure terms and navigate complex cases
- Maintaining accurate, compliant, and up-to-date client records
- Collaborating with the wider team to maintain consistent delivery standards
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Requirements & Qualities
Essential Experience & Skills
- Experience in SME or commercial account handling (or transferable insurance broking experience)
- Strong understanding of SME, package, or commercial combined products
- Proficient in insurer e-trade platforms and client management systems
- Clear awareness of FCA compliance requirements
- Ability to manage high-volume workloads without sacrificing accuracy
Core Behaviours
You must:
- Take full ownership of your clients and your work
- Stay organised and in control of your workload
- Communicate clearly—with both clients and the internal team
- Deliver consistently, even during busy periods
This role suits a fast-paced, detail-focusedperson with experience in multi-client coordination.
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Consider Before Applying
This role may not be suitable if you:
- Prefer a slower-paced, low-volume environment
- Work best with highly structured, step-by-step processes (rather than variety)
- Struggle with managing multiple priorities and competing deadlines
- Prefer avoiding full accountability for end-to-end delivery
Why Join Us?
You’ll join a team where:
- Expectations are clear, and delivering matters most.
- Pride comes naturally—you care about doing things right and consistently for clients.
- You’re part of a connected, standards-driven team that:
- Collaborate closely
- Share responsibility for outcomes
- Support each other to maintain high standards
We invest in your growth through: ✔ Coaching & mentoring ✔ Clear career progression
But we expect you to take ownership, keep improving, and raise the bar over time. Your work matters here. Your judgment is trusted, and what you deliver directly impacts the clients you serve.
Eligibility
Applicants must have the legal right to work in the United Kingdom.
Clear Group does not accept unsolicited CVs from recruitment agencies. Where no terms of business exist, we reserve the right to engage directly with suitable candidates.
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