Account Manager

My client is recruiting for an EB (Employee Benefits) Account Handler to manage the day-to-day operations of client portfolios, acting as the primary office-based contact. They are responsible for processing renewals, mid-term adjustments (MTAs), and new business quotes while building strong relationships with clients and insurers.

• Portfolio Management:
  Handling a portfolio of clients, ensuring accuracy in documentation, renewals, and adjustments.
• Client Support:
  Acting as the main point of contact, resolving queries, and providing technical advice.
• Renewals & Quotes:
  Managing the end-to-end renewal process and preparing quotations.
• Compliance:
  Ensuring all actions comply with FCA regulations and internal company policies.
• Relationship Building:
  Maintaining strong, positive relationships with both clients and insurers.

• Experience:
  
  Previous experience in commercial insurance,, or specialized areas like employee benefits.
• Qualifications:
  
  Often expected to hold or be working towards Cert CII.
• Skills:
  
  Strong communication, organizational skills, attention to detail, and proficiency in Microsoft 365 and broker systems.
• Salary:
  From £28,000 to over £40,000 per year, often dependent on experience.
• Progression:
  Opportunities to advance to Senior Account Handler, Account Executive, or Broker roles.