Account Handler

IDEX Consulting; Birmingham; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A respected insurance brokerage seeks a detail-oriented Account Handler in Birmingham. This role supports Account Executives in delivering exceptional service to clients in the commercial, charity, and education sectors. The position offers a competitive salary, flexible working options, and opportunities for career progression within a supportive team.

Benefits

Competitive salary and benefits package

Hybrid working and flexible hours

Career progression and support with professional qualifications

Qualifications

• Experience in Account Handler or similar role.
• Working knowledge of commercial insurance lines.
• Strong communication and organizational skills.

Responsibilities

• Support Account Executives in servicing clients.
• Handle renewals and general policy administration.
• Liaise with insurers and manage client queries.

Skills

Communication

Organizational Skills

Attention to Detail

Education

Cert CII qualification

Job description

About Us:

IDEX are supporting a respected and service-led insurance brokerage with a strong reputation across the commercial, charity, and education sectors. Their focus is on building lasting relationships through expert advice, personal service, and tailored insurance solutions.

The Role:
We're looking for a detail-oriented Account Handler to join their team and support Account Executives in delivering high-quality service to clients across these specialist sectors. You'll play a key role in the day-to-day management of accounts, ensuring a smooth and professional experience for clients and insurers alike.

Key Responsibilities:

• Support Account Executives in the servicing of commercial, charity, and education sector clients
• Handle renewals, mid-term adjustments, and general policy administration
• Prepare documentation, renewal reports, and policy schedules
• Liaise with insurers to negotiate terms and secure appropriate cover
• Manage client queries efficiently and maintain strong communication
• Ensure all activities comply with FCA regulations and internal procedures

What We're Looking For:

• Previous experience in an Account Handler or similar insurance broking role
• Working knowledge of commercial insurance lines
• Experience supporting clients in charity or education sectors is a plus
• Strong communication, accuracy, and organisational skills
• Cert CII qualification or working toward it (preferred)
• A team player with a client-first approach and a willingness to learn

What's on Offer:

• Competitive salary and benefits package
• Hybrid working and flexible hours
• A supportive, experienced team and approachable leadership
• Career progression and support with professional qualifications
• Exposure to meaningful client work in specialist sectors

Interested?

Apply now by sending your CV to [e-mail] or contact us on 0731158110 for a confidential chat.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.