Capio Recruitment
Commercial Account Handler/Executive
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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.
About the Role:
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.
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
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Qualifications:
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- 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
Required Skills:
- Commercial insurance experience
- Strong client service skills
- Experience with renewals and policy documentation
- Ability to manage a varied workload
Preferred Skills:
- Transferable book of business for Account Executive candidates
- CII progress or Cert CII
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