Account Handler
Capio Recruitment Insurance

Bristol, Avon
•6 hours ago
•No application
About
Job Title: Account Handler – Commercial InsuranceLocation: BristolSalary: £35,000 – £40,000About the Company:This respected, employee-owned commercial broker is known for its tight-knit culture, people-first approach, and high standards - especially across Bristol, where reputation matters. With a growing team and a strong local presence, they offer a workplace where mutual respect is foundational, and collaboration extends beyond the office.Role Summary:You’ll join a close-knit team supporting commercial clients across a diverse portfolio. This role is renewal-led with scope for cross-sell and upsell, focused on quality service over volume. You’ll work alongside experienced brokers in an environment that values professionalism, team chemistry, and long-term development - not just a short-term hire.Key Responsibilities:Lead renewal processes and mid-term changes: Ensuring the best outcome for clients with tailored coverHandle commercial combined, fleet, medical malpractice, and liability risks: Supporting a wide client baseCollaborate across a growing team: Helping manage case load in a team expanding due to growth and mat coverMaintain strong client relationships: With a people-first approach in line with company valuesUphold documentation, compliance, and audit processes: Supporting high standards across all service linesRequirements:Minimum of 2–3 years’ experience in a commercial brokerage settingExposure to general commercial lines - not necessarily health & careStrong communication, organisational, and team skillsAble to fit into a respectful, tight-knit team cultureNot a complete rookie - you’ll need a solid foundation and confidence in client workIf this role isn’t quite




