SME Account Handler

• Manage a portfolio of SME clients, providing expert advice and support on their insurance needs
• Handle renewals, mid-term adjustments, and new business quotations
• Build and maintain strong client relationships through proactive and responsive service
• Liaise with insurers to negotiate terms and ensure competitive and appropriate cover
• Ensure all client records and documentation are accurate, compliant, and up to date
• Support Account Executives and contribute to the broader team’s success

• Respond to client queries by phone and email, delivering prompt and clear communication
• Process and issue renewal and adjustment documents
• Prepare and present insurance quotations tailored to client requirements
• Update internal systems with accurate client and policy information
• Coordinate with insurers for quotes, endorsements, and claims updates
• Monitor diary tasks and renewals to maintain seamless service delivery

• Proven experience as an Account Handler within commercial or SME insurance
• Strong understanding of insurance products relevant to small and medium-sized businesses
• Comfortable managing a busy portfolio with minimal supervision
• Experience working with insurer portals and back-office systems
• Demonstrated commitment to client service and retention

• Excellent communication and relationship-building abilities
• Strong attention to detail with sound administrative and organisational skills
• Confident negotiating with insurers and presenting options to clients
• Proficient in insurance systems and Microsoft Office
• Ability to prioritise, meet deadlines, and adapt to changing client needs
• Professional, positive, and client-focused approach

Lawes Consulting Group