Capio Recruitment Insurance

Commercial Account Handler

Job Location

South Molton, United Kingdom

Job Description

Job Title: Account Handler Location: South Molton Salary: up to £40,000 (DOE) Benefits: Annual bonus, Pension Scheme, Flexi start About the Company: This long-established local brokerage was recently acquired by a larger, fast-growing independent with strong roots in the South West. While now part of a broader group, the South Molton office retains its small-town charm a welcoming, close-knit setting serving a loyal client base from a local high-street shopfront. No corporate red tape just down-to-earth service and genuine relationships. Role Summary: This is a client-facing role focused on delivering excellent service to a well-established book. You’ll join a supportive environment that values community, continuity, and client care. A great fit for someone who enjoys variety in their day, strong local connections, and the satisfaction of building lasting client relationships. Key Responsibilities: • Manage a wide-ranging portfolio: Deliver consistent, personal service to a loyal client base• Handle 2-3 parties per day: Maintain an organised, steady workflow• Support long-term retention: Strengthen relationships with an emphasis on trust and local reputation• Liaise with brokers and senior team members: Ensure smooth client outcomes and efficient processes Requirements: • Previous experience in an Account Handler or Broker support role• Comfortable working in a small office environment with regular client contact• Strong communication and organisational skills• Confident using broking platforms and office systems 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, Insurance Broker, SME Account Executive, Client Services Executive, Insurance Advisor

Location: South Molton, Devon, GB

Posted Date: 7/7/2025
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Contact Information

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Capio Recruitment Insurance

Posted

July 7, 2025
UID: 5269753616

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