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Capio Recruitment Insurance
Commercial Account Handler/ExecutiveCapio Recruitment Insurance • Swansea, West Glamorgan, GB_WLS
Commercial Account Handler/Executive

Commercial Account Handler/Executive

Capio Recruitment Insurance • Swansea, West Glamorgan, GB_WLS
25 days ago
Job type
  • Full-time
Job description

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.

Role Summary:

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.

Depending on your background, the role could focus on managing existing commercial clients, supporting Account Executives across mid-market and corporate cases, handling smaller accounts independently, or maintaining and growing your own client book while taking on additional existing business.

Key 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

Requirements:

  • 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

If this role isn’t quite right, it’s still worth speaking to one of our specialist team — we may be working on something that hasn’t hit the market yet.

Related Job Titles: Commercial Account Handler, Account Broker, Commercial Broker, Commercial Account Executive, Risk Adviser

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Commercial Account Handler/Executive • Swansea, West Glamorgan, GB_WLS

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