Account Handler

H&H Insurance Brokers Limited; Carlisle; On-site; GBP 25,000 - 35,000; Full time

Job summary

A local insurance brokerage in Carlisle seeks a full-time Account Handler to manage client accounts. Responsibilities include providing personalized service, handling inquiries, negotiating with insurers, and ensuring compliance with industry regulations. The ideal candidate should have strong communication and customer service skills, with experience in account management. A Bachelor's degree and relevant certifications are advantageous.

Qualifications

• Experience in account management and negotiating terms.
• Knowledge of insurance policies and compliance regulations.
• Ability to manage detailed records and process documentation.

Responsibilities

• Manage client accounts and provide personalized service.
• Handle customer inquiries and negotiate terms with insurers.
• Ensure compliance with regulations and maintain detailed records.

Skills

Strong communication skills

Interpersonal skills

Customer service skills

Problem-solving abilities

Education

Bachelor's degree in Business, Finance, or related field

CIP or similar professional qualification

Job description

H&H Insurance Brokers Limited provides specialized insurance policies in the agricultural, rural commercial, trade, and hospitality sectors through offices across the North. With our head office based in Carlisle, Cumbria, and satellite offices in Durham, Hexham, and Newtown St Boswells Mart, we offer extensive geographical coverage. As an independent local broker with the buying power of a national broker, we can negotiate wide levels of cover and competitive pricing. We also offer financial planning, risk management, and asset finance services. Recognized for our excellence, we have been awarded the Independent Broker of the Year in 2022 and the Platinum Feefo Trusted Service award in 2023.

Role Description

This is a full-time, on-site role for an Account Handler located in Carlisle. The Account Handler will be responsible for managing client accounts, providing personalized service, and processing insurance policies. Day-to-day tasks include handling customer inquiries, negotiating terms with insurers, ensuring compliance with regulations, and maintaining detailed records. The Account Handler will work closely with clients to understand their needs, provide expert advice, and deliver bespoke insurance solutions tailored to each client's unique requirements.

Qualifications

• Strong communication, interpersonal, and customer service skills
• Experience in account management and negotiating terms
• Knowledge of insurance policies, regulations, and compliance
• Ability to manage detailed records and process documentation accurately
• Problem‑solving skills and the ability to provide tailored insurance solutions
• Bachelor's degree in Business, Finance, or a related field is beneficial
• Experience in the agricultural, rural commercial, or trade sectors is a plus
• CIP (Certified Insurance Professional) or similar professional qualification is an advantage