Account Handler

Jmg Group; Camberley; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading insurance broker is seeking an experienced Account Handler to join their team in Wallington. The role focuses on servicing clients, managing policy adjustments, and ensuring compliance with FCA standards. Ideal candidates will have a strong background in insurance and excellent customer service skills.

Qualifications

• Experience as an Account Handler within a broker environment.
• Knowledge of insurance products, preferably in commercial and personal lines.
• Experience with FCA compliance standards.

Responsibilities

• Servicing existing clients and managing renewals.
• Ensuring full FCA compliance and adherence to company policies.
• Building and maintaining professional relationships with clients.

Skills

Customer service

Attention to detail

Relationship building

Education

Cert CII qualifications

Tools

Acturis

Job description

Salary: Generous salary with comprehensive benefits

Location: Wallington

This is a permanent, full-time vacancy that will close in 8 days at 23:59 BST.

The Vacancy

Bickley Insurance Services Ltd is a general insurance broker, dealing with both Commercial and Personal Lines insurance policies. Based in Wallington, Surrey, and established over 35 years ago, we serve over 5,000 loyal clients and continue to grow annually. We are part of the JMG Group, a top 30 UK broker with a strong national presence.

JMG Group places over £300m of gross written premium annually, and our teams are highly respected in the industry. Customer excellence and integrity are core to our ethos, supported by talented staff, advanced systems, and robust processes.

The Opportunity

We are seeking an experienced Account Handler to join our expanding team in Wallington. The role involves servicing existing clients, managing renewals, and handling policy adjustments for commercial/SME clients.

This key position focuses on generating revenue and enhancing profitability while ensuring full FCA compliance. The Account Handler will deliver high-quality service tailored to client needs.

Key Responsibilities

1. Ensuring accuracy, efficiency, and professionalism when dealing with clients and insurers, including handling new business, renewals, mid-term adjustments, queries, premium finance arrangements, and issuing cover notes.
2. Maintaining full FCA compliance and adherence to company policies and best practices.
3. Supporting the claims process by managing claims queries, following up on problematic claims, and assisting clients when insurer service falls short.
4. Promoting exceptional customer care standards.
5. Building and maintaining professional relationships with clients, providing expert advice and guidance.
6. Securing renewal business by re-broking existing policies to offer suitable and cost-effective coverage.
7. Encouraging the use of in-house premium finance options.
8. Supporting Account Executives as needed.

Candidate Requirements

Successful candidates will have:

• Experience as an Account Handler within a broker environment.
• Knowledge of insurance products, preferably in commercial and personal lines.
• Experience with FCA compliance standards.
• IT skills, including familiarity with insurance IT systems such as Acturis.
• High accuracy and attention to detail.
• Excellent customer service skills and relationship-building abilities.
• Willingness to pursue or hold Cert CII qualifications.

About the Company

JMG Group is a private equity-backed insurance broker based in Guiseley, Leeds, with regional offices across the UK. With over 650 employees, we are a top 30 broker experiencing rapid growth following our November 2020 MBO. We place over £300m of gross written premium annually, with a strong reputation for customer service and operational excellence.