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⚡ Source: ReedRéf: 56438689

SME Account Handler

Cameron James·Kingston upon Hull, City of, Yorkshire and The Humber·Publié il y a 5 mois
🏠 Hybride💰 30-35k CHF/an
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Descrizione del posto

Texte original importé depuis Reed

SME Account Handler – Hull (hybrid)

Salary - £30,000 - £35,000 plus benefits

Cameron James is partnering with a respected independent insurance broker in recruiting for an SME Account Handler to join their team. This is a great opportunity for someone who enjoys being hands-on with clients, values technical accuracy, and wants to work in a broker environment where service and relationships come first.

The role:

You’ll be responsible for the day-to-day servicing of SME commercial clients. The role covers renewals, mid-term adjustments, new business support, and general client queries, with exposure across a broad range of SME policies. You’ll play a key role in ensuring clients receive timely, accurate advice while maintaining strong relationships with insurers and internal stakeholders.

Experience:

  • Experience in an SME or commercial insurance brokerage role
  • Working knowledge of core SME products (e.g. Package, Property, Liability, Motor Fleet)
  • Strong organisational skills and attention to detail
  • Confident communicator with clients and insurers
  • Ability to manage a busy workload and competing deadlines
  • Client-focused, reliable, and proactive approach
  • Previous Actruris experience would be beneficial

What’s on offer:

  • A stable, long-term role with a well-regarded independent broker
  • Supportive, collaborative team environment
  • Exposure to a varied SME portfolio rather than a narrow product focus
  • Competitive salary, dependent on experience
  • Ongoing training and career development

If you wish to apply, please click on the link and a consultant from Cameron James will be in touch

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Competenze chiave estratte

La nostra IA ha analizzato l'offerta per identificare le competenze richieste.

Compétences indispensables
SME or commercial insurance brokerage experiencePackage insurance knowledgeProperty insurance knowledgeLiability insurance knowledgeMotor Fleet insurance knowledgeCommercial lines client servicing
Atouts supplémentaires
Acturis platformNew business development supportInsurer panel relationship management
Soft skills
Client focusReliabilityProactivityCommunicationOrganisationAttention to detailWorkload management
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I nostri consigli per candidarsi

5 recommandations générées par notre IA pour maximiser vos chances.

1

⭐ Lead your Personal Statement with direct SME commercial insurance broking experience, as the advert explicitly requires a background in an SME or commercial brokerage role.

2

📊 Quantify your client portfolio: e.g. 'Managed renewals for 120+ SME clients across Package, Property, and Liability lines, achieving a 91% retention rate'.

3

🖥️ Explicitly name Acturis in your Skills section — the advert flags it as a beneficial tool, so listing it prominently will catch the hiring manager's eye.

4

🎯 Tailor your work history to show breadth across SME product classes (Package, Property, Liability, Motor Fleet) rather than depth in a single line, as the role covers a varied portfolio.

5

🤝 Highlight experience managing insurer relationships and handling client queries end-to-end, as the advert stresses service and relationships as core to the broker's culture.

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Bullets CV suggérés

3 bullets générés par notre IA pour cette offre, alignés sur ses mots-clés ATS.

Comment adapter votre CV

Ajoutez ces 3 bullets sous votre expérience la plus récente :

  • Managed a portfolio of 140 SME commercial clients across Package, Property, and Liability lines, achieving an 89% renewal retention rate over 12 months.
  • Processed an average of 35 mid-term adjustments per month on Acturis, maintaining a 99% accuracy rate and reducing policy amendment errors by 22%.
  • Supported new business pipeline by preparing insurer submissions for 25 SME prospects per quarter, contributing to £180,000 in new gross written premium within one year.

Copier est gratuit — adapter nécessite un upload CV (30s).

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Votre lettre de motivation est prête

Nous avons rédigé une lettre pour Cameron James. Découvrez l'ouverture, puis débloquez la version complète personnalisée.

Aperçu — adapté à Cameron James

Dear Hiring Manager,

Cameron James's search for an SME Account Handler at a well-regarded independent Hull broker aligns precisely with my commercial insurance background. Having worked across Package, Property, Liability, and Motor Fleet lines in a brokerage environment, I am confident in delivering the technical accuracy and client-focused service that this role demands.

My background in SME commercial insurance includes managing full renewal cycles, processing mid-term adjustments, and supporting new business submissions across a varied client portfolio. I have worked directly with insurer contacts to negotiate terms and resolve queries efficiently, and I am experienced in using Acturis for policy documentation and client management — ensuring records remain accurate under busy workload conditions.

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Domande probabili del colloquio

10 questions générées à partir de cette offre.

Tecniche

  • Walk us through how you handle a commercial insurance renewal from first contact with the client to policy placement.
  • How do you process a mid-term adjustment on a Package policy, and what checks do you carry out to ensure accuracy?
  • Which core SME product classes have you handled, and how do you stay up to date with insurer appetite changes across those lines?
  • Have you used Acturis for client management and policy documentation? Describe your typical workflow within the system.
  • How do you approach a new business enquiry from an SME client — what information do you gather and how do you select appropriate insurers?

Comportamentali

  • Tell me about a time you managed a high volume of renewals simultaneously and how you prioritised your workload.
  • Describe a situation where a client was unhappy with their renewal terms. How did you handle it and what was the outcome?
  • Give an example of when you identified an error on a policy mid-term. What steps did you take to resolve it?
  • Tell me about a time you had to build or repair a relationship with an insurer contact to get a better outcome for a client.
  • Describe a situation where you had to manage competing deadlines across multiple clients. How did you ensure nothing was missed?
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Exemples de réponses STAR

Réponses modèles avec la méthode Situation-Tâche-Action-Résultat. À adapter à votre vécu.

1Question

Tell me about a time you managed a high volume of renewals simultaneously and how you prioritised your workload.

Situation: At my previous brokerage, our team of three handled a portfolio of over 300 SME clients, and Q1 renewals accounted for nearly 40% of the annual book. Task: I needed to ensure no renewal lapsed while maintaining accuracy across Package and Liability policies. Action: I built a colour-coded Acturis diary system flagging renewals 90, 60, and 30 days out, and triaged clients by premium size and complexity. I contacted the top 50 by premium first, batching simpler Package renewals for efficient processing. Result: We achieved a 91% retention rate that quarter with zero lapses, and my manager adopted the diary system team-wide for the following year.
2Question

Describe a situation where a client was unhappy with their renewal terms. How did you handle it and what was the outcome?

Situation: A long-standing SME client with a combined Property and Liability policy received a 28% premium increase at renewal, driven by two mid-term claims. They threatened to move their business elsewhere. Task: I needed to retain the client while managing realistic insurer expectations. Action: I approached three alternative insurers on the panel, prepared a detailed risk presentation highlighting the client's loss prevention measures, and negotiated a revised quote 12% below the incumbent's figure. I called the client personally to walk through the options and the reasoning. Result: The client renewed, saving them £1,400 against the initial quote, and they referred a sister company to us within six months.

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