Client Handler - Commercial Schemes

  • Date Posted: 11/03/2022
  • Employment Type: Full time, Permanent
  • Salary: Competitive
  • Working Pattern: Monday to Friday 8.45am to 5.00pm
  • Location: Burgess Hill
  • Benefits: Hybrid Working (after qualifying period), Bonus, Healthcare
  • Division: Commercial Schemes

Exciting career growth opportunity for a Commercially aware Client Handler to play an essential role within one of the UK’s top Independent Broker’s.

As a Client Handler, you’ll be responsible for managing your own book of business within  our successful Commercial Schemes Team in Burgess Hill who provide specialist insurance solutions to a broad spectrum of clients, including: Recruitment & Payroll, Sports Clubs and Property Owners.


You will ideally have built up some experience within a Commercial insurance setting and be looking for your next career move and a fresh challenge. 

You’ll be hungry to succeed and build your career and will welcome the opportunity to grow your knowledge through the learning and development opportunities you’ll be offered.

A natural and enthusiastic communicator with a strong customer service ethos, you’ll be confident:

  • Building effective relationships with your clients, your team and the wider company
  • Striving towards achieving your goals through self-development and being unafraid to ask questions
  • Having a good general understanding of the technicalities and challenges Commercial insurance can bring
  • Going the extra mile for your Team

You’ll be the first point of contact for your clients and will use this to build and manage key relationships.  You’ll gain exposure to all aspects of managing your own portfolio of SME clients, through to building new business opportunities. 

On a day-to-day basis, you will:

  • Seek and maximise opportunities working with the team to research and develop new opportunities for existing schemes and potential new schemes to move into
  • Work efficiently on achieving targets for retention, new business and cross selling
  • Deal with general enquiries from clients, including new business, mid-term amendments and renewals, with a key emphasis on retention and providing the best Customer Service at all times
  • Manage policy renewals effectively and with accuracy
  • Draft reports professionally, engaging with clients obtaining the required information
  • Provide support to the wider team

The Schemes Team has been established for over 30 years and has big growth ambitions in this sector which provides opportunities to develop as an individual in areas that traditional broking may not offer.

We have delegated authority with one major insurer, which means we don’t act in the traditional role of a broker but we make underwriting decisions about new business, MTAs and renewals.  We also enjoy very high retention rates of over 95% which demonstrates the quality of our service delivery, therefore an ability to deliver a high standard of client service is crucial to our success.

Whilst you will be based in our Burgess Hill office, you may occasionally be asked to attend external client meetings with other Team Members.  It’s therefore essential that you are able to offer a degree of flexibility around your core hours. 

  • Good technical understanding of Commercial products, including Material Damage, Business Interruption, Liability and all other classes of commercial insurance.
  • Organisation, accuracy and attention to detail
  • Passion, energy and a strong customer service ethos
  • Effective, confident & considerate communication and an ability to adapt your communication style accordingly
  • Intuitive thinking and confidence with decision making
  • Strong IT skills – ideally using Acturis (not essential)
  • Have a Cert CII or a genuine interest in achieving and continuing development

Whilst we welcome all the usual things; professionalism, accuracy and technical ability, we also look out for personality, team fit and someone who is able to make a really positive difference to the team and wider company. 


This role will be your gateway to develop a future skillset to allow for development of Client Manager skills, so it’s important to have the drive and ambition to grow your own book of business, as well as handling day-to-day enquiries. 

You‘ll be offered a tailored and supported pathway to success, where you can expect to continue or build on your career in Commercial Insurance.

You’ll also be provided with comprehensive training to enable you to achieve a high level of technical ability, together with fully-funded sponsorship to achieve or continue with your professional development through the CII.

Our delivery of high quality, bespoke services is backed by our core values: Passionate, Expert, Straightforward and Ethical and we look for people who can demonstrate these consistently. 


We are a family-friendly company and are proud of putting our staff at the very core of who are and what we do. By championing training and development, we aim to get the best out of everyone we work with by going above and beyond and being:

  • One of the UK’s largest Independent Insurance Brokers
  • Investors in People Gold Award holders
  • A CII Chartered Broker
  • A Top 5 Broker to work for
  • A people centric company with strong values
  • A company that actively encourages and sponsors continual personal and professional development

You’ll thrive on being challenged in a role that provides balance and reward in equal measures and, in return, you’ll benefit from:  

  • A rewarding role within a supportive and fun working environment for a company with an exceptional industry-wide reputation for training and development
  • A generous annual salary, reflective of your experience and commitment
  • Annual Profit Share Bonus
  • Hybrid Working (applied after qualifying period)
  • Healthcare Insurance
  • Fully funded CII pathway (including Membership, Study Materials, Exam Entry and paid study leave) plus achievement awards
  • Daily Dress-Down
  • Opportunity to participate in our proactive Corporate Social Responsibility programme, including fundraising for local projects and regular support for local food banks
  • Fun company events and opportunities to socialise
  • Office close to Burgess Hill station

A role with Sutton Winson will offer you the opportunity to learn and develop, progress and succeed, as well as work with a great bunch of people in a relaxed and supportive environment.

Apply today if you think Sutton Winson could work for you.  

Equality & Diversity Commitment
Sutton Winson Ltd recognises and encourages the values that diversity brings and are committed to ensuring that all job applicants are treated equally, without discrimination because of gender, race, colour, nationality, ethnic or national origin, age, disability, sexual orientation, gender reassignment, religion or belief, marital or civil partner status or pregnancy and maternity.  We therefore positively encourage applications from all suitably qualified and eligible job applicants.

By applying for this position you are consenting Sutton Winson to contact you via phone or email regarding this or future vacancies. We will keep your details and your CV for 6 months, you can opt out by emailing After this period it will be disposed of in the correct manner. Please select to confirm.

Your details will be held in accordance with our Privacy & Fair Processing Policy

Friendly but professional group of people, everyone seems very proud to say they work here and takes pride in their work. 

Olivia Blanco

Client Executive, Commercial

Great place to work. Good atmosphere. Awesome staff. 

Annis El Marzak

Client Handler, Employee Benefits (New Business)

You are currently offline. Some pages or content may fail to load.