About the role

Team Profile

At Clear Group, our SME Team spans multiple hubs – Maidstone, Leicester, Amersham, and Doncaster, bringing together specialist colleagues to deliver exceptional service to our SME clients. By combining local knowledge with group-wide expertise, we ensure consistent, high-quality support across all aspects of SME insurance. Our approach fosters collaboration across hubs, enabling colleagues to share knowledge, best practices, and technical expertise. This ensures clients receive tailored, accurate, and timely solutions, no matter which location they engage with.
Through this connected team model, we drive efficiency, maintain compliance, and support the development of our people, while delivering innovative solutions that meet the needs of our SME clients.
Our Maidstone team are a well-established division of Clear Insurance Management, providing a friendly, supportive and engaging work environment for not only our SME department but our Commercial and Construction department too. Our clients are as varied as it gets, from one-person start-ups to established firms with multiple sites and fleets. Every day brings something new, keeping the role dynamic and rewarding.

Position Profile

As an SME Account Handler at Clear Group, you will play a key role in delivering excellent service to small and medium-sized enterprise clients. You will manage a high volume of policies across a broad range of package and commercial combined products, ensuring accuracy, efficiency, and compliance in every interaction. Working closely with colleagues, you will support the smooth delivery of insurance solutions, while fostering positive client relationships and helping drive retention.

Key Responsibilities:

Client Management

• Respond promptly and professionally to client queries, providing clear and supportive guidance.

• Build and maintain strong client relationships, understanding and responding to their insurance needs.

• Assist with renewals and adjustments to ensure continuity and accuracy of cover.

• Deliver a consistent, customer-first approach across all client interactions.

Policy Administration

• Accurately process new business, renewals, endorsements, and cancellations, often through e-trade platforms or delegated authority schemes.

• Review and check policy documentation for accuracy, resolving any discrepancies quickly.

• Maintain up-to-date, compliant, and accurate client records within the relevant systems.

Insurer Liaison

• Work with insurers to obtain quotes and terms, mainly via insurer platforms and schemes.

• Escalate non-standard or complex requirements to senior handlers or line manager where needed.

• Ensure policies are placed efficiently and within agreed service standards.

Compliance and Regulation

• Ensure all activities comply with FCA regulations and internal compliance standards.

• Keep up to date with regulatory requirements and changes that impact SME products and clients.

Collaboration and Teamwork

• Work closely with colleagues and line manager to deliver seamless client service.

• Share knowledge and best practices to support team development.

• Provide support to less experienced colleagues as appropriate.

Candidate Profile

Attributes, Skills & Qualifications

We welcome applications from individuals who meet the essential criteria through relevant experience or transferable skills. Additional desirable skills, attributes, or qualifications will be considered an advantage. We are committed to fostering a diverse and inclusive work environment and encourage candidates from all backgrounds and experiences to apply.

Essential:

• Experience in Personal Lines, SME, or junior commercial account handling

• Knowledge of SME and package/commercial combined insurance products.

• Proficiency in using insurer e-trade platforms and client management systems.

• Strong understanding of compliance responsibilities, including FCA regulations and Consumer Duty.

• Ability to handle high volumes of work with accuracy and attention to detail.

Desirable:

• Progress towards Cert CII or other relevant insurance qualifications.

• Experience using Acturis or similar insurance systems.

• Exposure to SME client servicing or micro-commercial account handling.

Key Attributes: 

In addition to technical knowledge and experience, we’re looking for individuals who demonstrate:

• Client-focused, with excellent communication and customer service skills.

• Strong organisational and time-management abilities.

• Confidence in managing multiple tasks under pressure.

• Proactive and adaptable, willing to learn and grow in SME account handling.

• Collaborative, contributing positively to team success across multiple hubs.

Value Alignment and Professional Behaviour

As part of the Clear Group, we expect all colleagues to demonstrate behaviours that reflect our core values: Professionalism, Excellence, Resilience, Respect, Commitment, and Simplicity.

We foster an environment that empowers individuals to succeed and where collaboration, client focus, and continuous learning are central to how we work. We believe that by working together and supporting one another, we become stronger - for our clients, our colleagues, and our business

• Professionalism: We conduct ourselves as role models, in a professional manner and possess the necessary knowledge and skills to provide expert advice and guidance to stakeholders.

• Excellence: We are dedicated to providing excellent customer service and being responsive to the needs and concerns of our stakeholders.

• Resilience: Driven to succeed, we adapt to changes we face within the insurance market and within the growing organisation.

• Respect: We prioritise the needs of individuals and treat each other with dignity & respect providing an environment where they feel valued.

• Commitment: We are committed to developing; long term, sustainable relationships which are mutually beneficial; and ourselves to be our best.

• Simplicity: We will break down complex ideas, tasks, or products into smaller, more manageable components, and communicate information clearly and effectively.

NRG is an equal opportunities employer committed to promoting a diverse and inclusive workplace. We oppose all forms of unlawful or unfair discrimination on the grounds of any protected characteristic. Our aim is to create an environment that encourages diversity, builds on individual differences, and responds equitably to the needs of all. We proactively take steps to fulfil our legal obligations, remove barriers, monitor for fairness, reflect the communities we serve, and enforce a zero-tolerance policy for breaches of our Equality and Diversity policy.