Insurance Account Handler

Insurance Account Handler

Salary: £30,000 - £33,000

Role Overview

We are looking for a proactive and detail-oriented Insurance Account Handler to join our clients team. In this role, you will support the management of commercial insurance clients by providing knowledgeable advice, handling renewals and adjustments, and ensuring an excellent customer experience throughout the policy lifecycle.

This is an excellent opportunity for someone with insurance experience who is looking to develop their career within a professional and supportive environment.

Key Responsibilities

• Provide advice to commercial clients and issue renewal documentation 2 3 weeks prior to renewal, carrying out re-broking exercises where appropriate (typically for clients with premiums up to £2,500).
• Identify and secure new business opportunities for small commercial clients (up to £10,000 premium).
• Prepare and submit accurate risk presentations to insurers.
• Manage mid-term adjustments, ensuring accuracy before sending documentation to clients.
• Check and validate the accuracy of policy documentation.
• Handle and oversee insurance claims, ensuring a high level of customer satisfaction.
• Follow all company systems, procedures, and compliance requirements.
• Assist with general office duties, including providing support for personal lines where required.

Knowledge & Experience

• Understanding of FCA rules and regulatory guidelines relating to commercial and private insurance customers.
• Cert CII qualified (or working towards) in Commercial General Insurance and related legal principles.
• A willingness to continue developing professional insurance knowledge.
• Ability to meet performance and competency standards as required.

Skills & Competencies

• Strong organisation and time management skills with the ability to prioritise workloads and meet deadlines.
• Ability to build and maintain strong client relationships.
• Confident and professional telephone manner.
• Excellent communication and interpersonal skills.
• Ability to use experience and judgement to determine when to seek advice or escalate issues.

IT Skills

• Experience using insurance broker systems, including document creation, renewals, demands & needs statements, and account entries.
• Familiarity with insurer extranets and online quotation systems.