Job Description

Trainee Commercial Insurance Broker / Account Handler

The Opportunity Cryer Baker Recruitment is partnering with a prominent, high-volume insurance brokerage to fill multiple entry-level openings in West London. This role is a strategic entry point for individuals currently working in Personal Lines , Claims , Underwriting , or Insurance Call Centers who want to transition into the technically complex and relationship-oriented world of Commercial Brokerage .

The Role Unlike many entry-level brokerage roles, this is not a sales-focused position . You will be an Account Handler , focusing on the retention and management of an existing portfolio of SME (Small to Medium Enterprise) clients. You will manage policies for businesses with annual premium spends of up to £10,000 , ensuring their coverage remains accurate, competitive, and compliant.

Key Accountabilities:

Portfolio Management: Serving as the primary point of contact for a diverse range of SME clients, handling renewals and mid-term adjustments (MTAs).
Technical Processing: Utilizing the Acturis system—the industry-leading software for commercial brokers—to manage the end-to-end insurance lifecycle.
Product Expertise: Advising on SME Package Policies (simplified bundles for standard risks) and Commercial Combined Policies (tailored, comprehensive coverage for complex business needs).
Client Retention: Providing “traditional” brokerage service, focusing on trust and expert advice rather than cold-calling or aggressive sales targets.
Professional Development: Engaging in a structured training program that includes technical insurance theory and system proficiency.

What We’re Looking For:

Insurance Background: While commercial experience is a bonus, the firm values transferable skills from any insurance sector (Retail/Personal, Claims, or Underwriting).
Ambitious Learners: A genuine desire to pursue CII Professional Qualifications (fully supported by the firm).
Communication Skills: The ability to explain complex policy details to business owners clearly and professionally.
Work Ethic: A proactive approach to managing a busy desk with high attention to detail.

Job Data Table

Category	Details
Company Name	Cryer Baker Recruitment (on behalf of a Major Brokerage)
Location	West London, UK
Locality	Hybrid (Partial homework after 4-week onsite training)
Country	United Kingdom
City	London
Region	West London
Job Type	Full-time, Permanent
Salaries	£24,000 – £36,000 per year (DOE)
Experience Level	Trainee / Entry-Level (Insurance background required)
Software	Acturis (Full training provided)
Qualifications	CII Study Support provided

Skills & Competency Table

Key Skill	Level
SME Package Policy Knowledge	Beginner/Trainee
Acturis System Proficiency	Beginner/Trainee
Commercial Combined Risks	Beginner/Trainee
Renewals & MTAs	Intermediate
Client Relationship Management	Advanced
Attention to Detail	Expert

Salaries Pay Calculator Table

Annual Salary	Estimated Total Package	Notes
£24,000	£28,000+	Typical starting point for those moving from call centers/retail.
£30,000	£35,000+	Mid-point for those with some commercial or claims experience.
£36,000	£42,000+	Upper limit for experienced handlers with some technical knowledge.

Job Summary

This West London role is a trainee position for insurance professionals looking to enter the commercial sector. It focuses on handling existing SME accounts rather than sales. You will receive full training on the Acturis platform and have your professional CII qualifications funded. It offers a £24k-£36k salary with exceptional benefits including 27 days holiday and private medical.

FAQs

What is “Commercial Combined”? It is a comprehensive policy that bundles multiple business insurances (Public Liability, Employers’ Liability, Stock, etc.) into one managed contract for larger SMEs.
Is there cold calling involved? No, the job description explicitly states: “This is NOT a sales role.” You are managing existing clients.
What is the Acturis system? It is the leading cloud-based software platform used by UK brokers to manage quotes, renewals, and client data.
How does the hybrid work? After an initial 4-week onsite training period, you will be eligible for partial home working.
What are the CII qualifications? The Chartered Insurance Institute (CII) offers professional designations (Cert CII, Dip CII, ACII) that are essential for long-term career growth in the industry.

Expert Analysis

In 2026, “Traditional Brokerage” service is a major differentiator against automated online competitors. For a trainee, the most valuable part of this offer is the Acturis training . Acturis is the “gold standard” operating system for commercial insurance; Proficiency in this system alone significantly increases your market value and future earning potential within the London insurance market.

Location & Logistics Guide

The role is based in West London, offering a high-quality alternative to commuting into the City. The office is located near major transit routes, and the 27-day holiday allowance is significantly higher than the UK standard (20-25 days), supporting a strong work-life balance. Wikipedia URL:https://en.wikipedia.org/wiki/West_London

Career Path

Trainees typically move from Account Handler to Account Executive within 2-3 years. Once you achieve your Cert CII or Dip CII , you can specialize in high-value niches such as Professional Indemnity , Cyber Risk , or International Cargo . Long-term, you could progress into Regional Management or Technical Directorship within major global firms.

To apply for this job please visit talents.studysmarter.co.uk.