Back to search
Not all brokers are the same! We go above and beyond.
We believe in a personal approach, working closely with our clients to deliver tailored solutions. Our expanding team offers exciting growth opportunities, with room to develop your career while making a meaningful impact.
Are you looking for a better place to succeed, grow & thrive?
Are you ready to take the next step in your insurance career with an innovative practice that goes way beyond ‘transactional’ insurance?
Are you looking to join a company where your industry expertise can support our ambitious plans to grow the business by 50% over the next 3 yrs, for which you will be rewarded with our unique Employee Owned Trust model?
If we sound like a good fit, let’s talk…
Role Info:
Commercial Insurance Account Handler
Cheltenham
Salary up to £40,000 Plus up to 10% bonus + Unique Share options
Plus Full Benefits
Hours of work: 8.45am to 5.00pm Monday to Friday
Company: HNW Insurance products for Private Clients & Commercial
Ethos: Our ethos is 'How we can help'. We engage with businesses and owners to grow their business too. We do this by getting close to our clients and introducing them to other contacts at our events which we run. It's very much a collaboration with us and clients and prospects, we add more value than just insurance.
You: A fun individual with a great personality. You want to be counted and have ideas and can add to the overall vibe of the company.
Your Background / Skills: Insurer Relationship Management. Commercial Insurance. Customer Service Excellence. Insurance brokering.
About Us:
We are a Cheltenham-based General Insurance Broker, offering seamless and dynamic insurance services to commercial and private clients across the UK. Our expertise covers a wide range of commercial insurance solutions, as well as lifestyle contracts for high-net-worth individuals.
We pride ourselves on understanding our clients' needs and delivering comprehensive, tailored insurance cover at competitive prices. Our long-standing relationships with leading insurers enable us to source the best products for businesses of all sizes—from sole contractors to large PLC companies.
As members of the Cobra Network, the fastest-growing network of commercial insurance brokers in the UK, we have access to exclusive products and additional buying power. We are also members of BIBA (British Insurance Brokers Association), ensuring we stay up-to-date with industry developments to offer our clients the most relevant advice.
The Opportunity:
We are seeking a motivated Commercial Insurance Account Handler to join our growing team.
This role will support the day-to-day management of client accounts, assisting our Account Executives in driving growth while maintaining our high standards of service.
Key Responsibilities:
+ Maintain accurate, compliant documentation and databases
+ Follow procedures to ensure effective scheme management
+ Handle day-to-day queries from clients and insurers
+ Manage claims, liaising with all parties to achieve the best outcomes for clients
+ Develop knowledge of a full suite of commercial products and employee benefits
+ Build strong relationships with insurers
+ Present client solutions to market
+ Advise clients on their insurance needs, ensuring all recommendations are aligned with their demands
+ Provide excellent customer service, taking ultimate responsibility for your clients
+ Attend meetings and training sessions as required
+ Opportunity for progression to Account Executive
About You:
+ Minimum of two years' insurance experience with a focus on customer service
+ Cert CII qualification (advantageous)
+ Strong IT skills; SSP system experience is a plus
+ Excellent organisational and time management skills
+ Strong relationship-building and communication abilities
+ Self-motivated, proactive, and dependable
Benefits:
+ Flexible working arrangements
+ Private medical cover
+ 4x Death in service cover
+ 104 weeks permanent health cover
+ 5% pension contribution (initially)
+ Attending our event socials, shooting, sailing, dining
Sounds like a good fit? Apply here for a fast-track path to our Leadership Team.
Application notice... We take your privacy seriously. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. As you might expect you may be contacted by email, text or telephone. Your data is processed on the basis of our legitimate interests in fulfilling the recruitment process. Please refer to our Data Privacy Policy & Notice on our website for further details.
If you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR.
