Account Handler

Wallace Hind Selection LTD; Bedford; On-site; GBP 38,000 - 45,000; Full time

Job summary

An independent insurance broker in the UK seeks an Account Handler to maintain and enhance client relationships in a non-pressurised environment. Responsibilities include managing policy renewals and providing client service advice. The ideal candidate has insurance experience and attention to detail. This is an office-based role located near Milton Keynes with a salary of up to £45,000 and various benefits including 25 days holiday and pension contributions.

Benefits

25 days holiday

Pension contribution

Financial assistance for insurance qualifications

Free parking

Qualifications

• Experience within Insurance (commercial or personal lines).
• Understanding of FCA guidelines.
• Experience in a regulated environment.

Responsibilities

• Manage and nurture a portfolio of clients.
• Deal with policy renewals and ongoing administration.
• Provide risk management and market intelligence advice.

Skills

Insurance experience

Attention to detail

Excellent communication

Education

IF1, FIT or equivalent

Job description

Overview

We\'re an established and growing independent insurance broker, recently moving to new offices near Milton Keynes to facilitate growth. We are looking for an Account Handler to maintain and enhance the management of client relationships. This isn\'t a pressurised sales environment; our client base is led by referrals, and we are fully regulated.

Salary and Benefits

BASIC SALARY: Up to £45,000

• 25 days holiday
• Pension contribution
• Financial assistance with insurance qualifications
• Free parking

Location

This is an office based role, based on the outskirts of Milton Keynes (Old Stratford).

Commutable Locations

• Milton Keynes
• Bedford
• Luton
• Northampton
• Towcester
• Bicester
• Leighton Buzzard
• Bletchley
• Flitwick
• Toddington
• Newport Pagnell
• Buckingham
• Brackley
• Olney
• Old Stratford
• Ampthill
• Houghton Regis
• Dunstable
• Hitchin

Job Description

Account Handler - Personal Lines / Commercial - Insurance

Our business is built on long-standing relationships, repeat clients, and word-of-mouth referrals. You\'ll be managing and nurturing a loyal portfolio of clients, ensuring excellent service and smooth policy administration. We\'re a small, close-knit team growing steadily year on year, and our spacious new office reflects our ambition for continued, sustainable growth.

As our Commercial Lines or Personal Lines Account Handler, you\'ll be responsible for:

• Dealing with policy renewals, midterm adjustments and ongoing policy administration.
• Provision of client service advice to all clients - including risk management advice, market intelligence and broking, marketing findings.
• Marketing, broking and any subsequent management and administration of new business enquiries, including administration.
• Administration of claims.

Person Specification

Account Handler - Personal Lines / Commercial - Insurance

To be our successful Account Handler, you will be confident in your approach to communicating across all mediums, you\'ll have meticulous attention to detail, and:

• You\'ll have experience of working within Insurance previously (commercial lines or personal lines) and understand the FCA guidelines.
• Ideally, you\'ll have passed IF1, FIT or equivalent. However, we\'ll meet any reasonable costs for this to be completed within the probationary period if this isn\'t the case.
• Experience of working within a regulated environment or compliance experience.

The Company

We\'re an independent insurance broker, specialising in bespoke insurance solutions for both commercial and private clients across the UK. Our referrals are all client led, and we pride ourselves on delivering a service and support that\'s second to none. As a result, we have grown impressively by acquisition 13 times in the last 16 years.

It is highly likely you will have worked in any of the following roles and/or markets: Account Handler, Insurance Broker, Independent Financial Advisor, Account Manager, Insurance Seller/Executive, Commercial Lines, Personal Lines, Car Insurance, Home Insurance, Underwriting.

Interested?

Please click apply. You will receive an acknowledgement of your application.

Wallace Hind Selection, alongside our client, embrace diversity, champion equality, and foster inclusion to create a work environment where everyone belongs and thrives.

Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct.

REF: SM18269, Wallace Hind Selection