Client Handler / Technician - Commercial

  • Date Posted: 10/11/2022
  • Employment Type: Full Time / Permanent
  • Salary: Competitive
  • Working Pattern: Mon - Fri 08:45 - 17:00
  • Location: Burgess Hill
  • Benefits: Hybrid (after qual.period), bonus, fully funded CII training
  • Division: Commercial Schemes
  • Reference: SWDB

Sutton Winson Ltd, one of the UK’s largest independent Insurance Brokers, are looking for an experienced and talented Commercial Client Handler/Technician to join its successful Commercial Team in Burgess Hill, West Sussex.

We are a family-friendly company and place our staff at the very core of who we are and what we do.  By championing training and development, we aim to get the best out of everyone we work with and help you to achieve your goals and ambitions.

We are proud to be:

  • 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 employer with strong values
  • A company that actively encourages and sponsors continual personal development.

An exciting opportunity has arisen within the Schemes Team that provides specialist insurance products to Recruitment & Payroll, Sports clubs and property owners.

The schemes have been established over 30 years and has big growth ambitions in this sector and will provide opportunities to develop as an individual in areas that traditional broking may not offer.

We have delegated authority with major insurers 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 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.

You will provide essential support to the Team from the ground up, get involved with looking after clients, working on sales opportunities AND get to work with a fantastic team who will nourish you with support and peer-to-peer development.

  • Retain and develop a book of Commercial Clients focusing predominately in the Recruitment & Payroll and sports sector 
  • 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
  • Effective, confident & considerate communication and an ability to adapt your communication style accordingly (you’ll be great on the phone and able to build rapport)
  • Negotiation skills and the confidence to build lasting relationships with people and companies.
  • Ability to work under pressure in a varied environment
  • Flexibility in your approach and a willingness to learn
  • Problem solving skills – you have to enjoy a challenge!
  • Organisation, accuracy and attention to detail
  • Passion, energy and a strong customer service ethos
  • Intuitive thinking and confident decision making and not afraid to ask questions
  • Team Working – comfortable working within a team environment and getting to know your team mates
  • You enjoy pushing your own boundaries and working outside of your comfort zone
  • Resilience – able to deal with multiple priorities and demanding deadlines
  • IT confidence, experience of using the Acturis broker system would be advantageous
  • Educated to a minimum A Level standard, with GCSE/ O Level passes in English Language and Maths.

We love working with great people and are passionate about providing a supportive and nurturing environment.  We want you to be at the top of your game, so will actively encourage regular training and personal development through online learning, peer mentoring, lunch & learn sessions and external training.

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 and competitive annual salary, reflective of your experience and commitment
  • Annual Profit Share Bonus
  • Hybrid Working (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; it’s not about what you wear, it’s about who you are!
  • Opportunity to participate on our proactive Corporate Social Responsibility programme, including fundraising for local projects and regular support for local food banks
  • Fun company events and social opportunities
  • Town centre office close to Burgess Hill station


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.

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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)

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