Account Handler

I'm working with a client in Alcester, within the professional services, seeking an experienced Account Handler

Full Time, Permanent - Hybrid working

Reporting to the Broking Manager

You will play a key role in delivering exceptional service to clients by managing their insurance portfolios and supporting the team in providing tailored insurance solutions.

Working closely with Account Executives, you will ensure client needs are met efficiently, while maintaining high standards of accuracy, compliance, and professionalism.

Your role will focus on fostering strong client relationships, driving retention, and supporting operational excellence.

• Respond promptly and professionally to client queries, ensuring a high level of customer service.
• Build and maintain strong relationships with clients, understanding their individual insurance requirements.
• Assist with the preparation and renewal of client insurance policies, ensuring accuracy and continuity of cover.
• Provide expert advice on a range of insurance products and identify opportunities to enhance client coverage
• Process new business, renewals, endorsements, and cancellations accurately and within agreed timelines.
• Review and ensure the accuracy of policy documentation, terms, and conditions.
• Maintain up-to-date and accurate client records in line with company policies and procedures.
• Liaise with insurers to secure favourable terms and ensure policies meet client needs.
• Negotiate premiums and coverage terms to achieve the best outcomes for clients.
• Ensure all activities comply with FCA regulations and company compliance standards.
• Stay informed about regulatory and market changes to provide accurate advice to clients.
• Work closely with Account Executives and colleagues to deliver seamless client support.
• Share knowledge and best practices within the team to improve service delivery.
• Support and mentor less experienced team members as required.

• Experience in a similar account handling role within the insurance sector or specialism.
• Knowledge of commercial insurance products and markets.
• Proficiency in using insurance platforms and client management systems.
• Strong understanding of compliance responsibilities, including FCA regulations, Consumer Duty obligations, and other relevant standards.
• Proven ability to ensure all client and policy documentation meets regulatory and company compliance requirements.
• ACII qualified is desired, but not essential