Capio Recruitment
Commercial Account Handler
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Job Title: Commercial Client Adviser – Birmingham
Salary: Circa £40,000 - £45,000
Benefits:
- Hybrid working following probation
- CII qualification funding and study support
About the Company
An established independent insurance broker with a growth strategy and a strong footprint across corporate and commercial risks. The business continues to expand while maintaining a collaborative, people-focused culture where individual contributions are recognised. Its Birmingham office offers a settled, close-knit team environment with structured progression routes towards Account Executive roles and technical specialisms.
Role Summary
If you’re an experienced Commercial Account Handler with mid-market experience ready to step into corporate business, this role offers a clear pathway. You’ll support established Account Executives and the Regional Director, managing a varied portfolio of mid-market and corporate clients with larger, more complex risks. You’ll also gain direct client exposure through meetings, helping you develop the technical and relationship-management skills needed to progress towards an Account Executive role.
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Key Responsibilities
- Manage renewals, mid-term adjustments, and insurer negotiations across varied commercial risks from inception to completion, giving you total ownership of your account base and direct influence over placement strategy.
- Broker mid-market and corporate placements across a broad panel of composite insurers, allowing you to build personal underwriter relationships and deepen your technical market knowledge.
- Partner with Account Executives on complex accounts and new business pitches, offering you strategic insight into client presentations and executive-level advisory work.
- Attend face-to-face client visits alongside Account Executives, giving you valuable client-facing exposure and establishing a natural progression route into client executive roles.
Requirements
- Proven commercial insurance broking or account handling experience beyond the enterprise/SME level, with mid-market or corporate exposure to larger, more complex risks
- Solid technical knowledge of core commercial covers, such as Commercial Combined, Property, PL, EL, PI, Fleet, Motor Trade, and Engineering.
- Proficiency with Acturis for broking, invoicing, and day-to-day policy administration
- Comfortable managing the full renewal and broking process, dealing directly with commercial clients, and using your own initiative within a collaborative team environment
- Cert CII qualification or a commitment to study towards it with full company support.
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Related Job Titles
- Corporate Account Handler
- Commercial Broker
- Insurance Account Handler
- Client Adviser
- Commercial Client Handler
Referral Scheme
We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let us know.
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