SME Broker

Location Harrogate
Discipline: Insurance
Job type: Permanent
Salary: £30000.00 - £40000.00 per annum
Contact name: James Lloyd

Job ref: 15660
Published: about 8 hours ago
Startdate: ASAP

Senior Commercial Account Handler | Harrogate | Up to £40,000 | Office Based (with flexibility)

Ready to bring your years of experience to a business that values expertise and client-first thinking?

Location: Harrogate
Salary: Up to £40,000
Job Type: Office Based (with flexibility)

About the Company
This independent brokerage has earned a strong reputation across Yorkshire for its tailored approach and long-standing client relationships. With a high-performing team and solid backing, they're now looking for an experienced Senior Commercial Account Handler to support their growing portfolio of SME and mid-market clients.

Role Overview
You'll work alongside a close-knit team of Account Executives, playing a key role in managing client relationships and ensuring seamless policy administration. From handling renewals and MTAs to liaising with underwriters and preparing pre-renewal reports, you'll be trusted to manage key accounts with care and precision.

Key Responsibilities

  • Support Account Executives in managing SME and mid-market commercial clients
  • Process policies, MTAs, and renewals with accuracy and attention to detail
  • Maintain regular client contact and respond to queries efficiently
  • Liaise with insurers to negotiate competitive terms and ensure smooth placement
  • Prepare pre-renewal and mid-term meeting reports
  • Keep client records compliant and up to date
  • Work closely with internal teams to support the wider broking process
  • Assist with claims handling and client updates as required

About You

  • 5 -10 years of commercial insurance experience
  • Strong technical knowledge across commercial products
  • Experience handling SME and mid-market premiums (ideally £10k-£30k GWP)
  • Cert CII qualified or working towards it (support available)
  • Comfortable working in a fast-paced broking environment
  • Proficiency with Acturis preferred
  • Confident communicator with a strong service mindset

What's On Offer

  • Salary up to £40,000, depending on experience
  • Annual bonus based on company performance
  • Group pension plan and life cover
  • Group income protection cover
  • Medicash cash plan
  • Training and progression support including Cert CII
  • Flexible working hours and a supportive, well-resourced team

If you're looking for a stable role in a professional, friendly environment-where your experience will be valued and your future supported-drop me a message to learn more.

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