Insurance Account Handler

Overview We are a specialist insurance brokerage dedicated to providing tailored insurance solutions for the agricultural and commercial sector. Our clients rely on us not only for competitive cover, but also for knowledgeable advice and exceptional service. We are looking for an organised, client-focused Account Handler to support our Account Executives and manage the day-to-day servicing of our clients’ insurance programmes.

Working within a close-knit team, you will play an important role in building strong relationships with clients, insurers, and colleagues, ensuring our clients receive efficient, responsive, and high-quality service at all times.

Key Responsibilities Client Service & Relationship Management Deliver a high standard of client service, acting as a key point of contact for clients and responding promptly to enquiries. Build strong relationships with farming and rural business clients, understanding their insurance needs and operations. Ensure clients receive clear, professional advice and support throughout the lifecycle of their policies. Maintain regular communication with clients regarding renewals, mid-term adjustments, and policy documentation.

Policy Administration Prepare renewal documentation and support the renewal process in conjunction with Account Executives. Process new business, renewals, and mid-term adjustments accurately and efficiently. Obtain quotations from insurers and present options clearly to clients. Issue policy documentation and ensure records are maintained accurately on the broking system. Insurer & Market Liaison Maintain strong working relationships with insurers and underwriters.

Negotiate terms and obtain competitive quotations for clients. Ensure insurer requirements and compliance standards are met. Compliance & Administration Maintain accurate client records and documentation in line with FCA and internal compliance requirements. Ensure all processes are completed in accordance with company procedures. Assist with general office administration as required within a small team environment. Skills & Experience Previous experience in a commercial insurance broking or account handling role.

Experience with in agricultural or rural insurance would be advantageous but not essential. Strong organisational and administrative skills. Excellent communication and interpersonal skills. Knowledge of Acturis is highly desirable. A proactive and client-focused approach. Ability to work both independently and collaboratively within a small team. Personal Attributes Friendly and approachable with a genuine commitment to excellent client service. Strong attention to detail and accuracy.

Willingness to learn and develop knowledge of agricultural insurance. Flexible and adaptable in a small business environment. Professional Development Support will be provided to pursue professional insurance qualifications (e.g., CII) where appropriate.