Commercial Account Handler/Executive

Job Title: Commercial Account Handler / Account Executive

Location: Haverfordwest

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