Account Handler - Capio Recruitment Insurance : Job Details

Job Title: SME Account Handler

Location: Henley-on-Thames

Salary: £28,000 – £35,000

About the Company:

A respected and growing insurance broker with a strong local presence and excellent client retention. Known for its collaborative culture and commitment to staff development, the firm has built long-standing relationships across the SME market and is continuing to expand.

Role Summary:

This role will see you managing a varied SME commercial book, supporting clients with renewals, mid-term adjustments, and new business. It’s an opportunity to join a supportive team, benefit from professional development, and enjoy career progression within a growing business.

Key Responsibilities:

• Handle SME renewals — ensuring accuracy and retention of valued clients

• Manage mid-term adjustments — providing efficient and client-focused service

• Support new business quotations — helping expand the SME portfolio

• Maintain strong broker and insurer relationships — streamlining placement and service

• Deliver exceptional client service — ensuring compliance and satisfaction

Requirements:

• Background in SME commercial insurance

• Knowledge of renewals, MTAs, and broking systems

• Strong communication and client service skills

• Ability to manage workload with attention to detail