Insurance Account Handler

Position: Insurance Account Handler (Permanent)
What’s on Offer

* Competitive salary (£28,000 – £32,000)

* 20 days annual leave plus bank holidays

* Pension scheme and wellbeing package (including GP access)

* Support for CII qualifications and professional development

* 20 days holiday + bank holidays (increasing with length of service)

* A friendly, supportive team environment – and adorable office dogs!

About My Client
My client is a well established family run dynamic and customer-focused insurance brokerage committed to delivering exceptional service and tailored solutions. They pride themselves on strong client relationships and expert advice across a range of commercial insurance products.

The Role
We’re looking for a proactive and professional Insurance Account Handler to join their team. In this role, you’ll manage a portfolio of commercial clients, ensuring their insurance needs are met with accuracy and care. You’ll handle renewals, mid-term adjustments, and new business opportunities while maintaining compliance and delivering outstanding customer service.

Key Responsibilities

* Manage and develop a portfolio of commercial insurance accounts

* Prepare and issue quotations, renewals, and policy documentation

* Negotiate competitive premiums and terms with insurers

* Handle client queries promptly and professionally

* Ensure compliance with FCA regulations and company procedures

* Maintain accurate records using Acturis and CRM systems

* Assist with claims handling and identify cross-selling opportunities

What We’re Looking For

* Minimum 1 year experience in an insurance role (broker or insurer environment)

* Strong understanding of general insurance principles

* Excellent communication and negotiation skills

* High attention to detail and organisational ability

* Proficiency in Microsoft Office and Acturis (essential)

* Customer-focused and able to work independently and as part of a team