Account Handler

Optis

City Of London

Hybrid

GBP 40,000 - 45,000

Full time

14 days+
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Benefits offered by this job

Company pension & medical cash plan
26 days annual leave
Professional qualifications sponsor +C
CII membership
Career growth within PIB Group

Job summary

Optis, part of PIB Group, is seeking an Commercial Property Insurance Account Handler in London. You will manage an existing book for a portfolio of retail brokers, ensuring excellent service in collaboration with your Account Executive. The role is hybrid, with strong training and clear opportunities for growth within PIB Group.

The package includes a company pension, medical cash plan, 26 days annual leave, sponsorship for professional qualifications (CII), and career progression opportunities.

Qualifications

  • Experience in the insurance industry with strong organisational skills and attention to detail.
  • Experience in commercial property insurance desirable.
  • Ability to prioritise, multi-task and perform in a fast-paced environment.
  • IT proficient and able to learn new software platforms quickly.

Responsibilities

  • Act as day‑to‑day contact for allocated accounts and respond to client/broker queries promptly.
  • Prepare and issue renewal invitations, mid‑term adjustments, endorsements and cancellations accurately.
  • Obtain risk information from clients to support marketing and placement activity.
  • Prepare market presentations, submissions and risk summaries for London Market insurers.
  • Produce and check policy documents, cover notes, schedules and related documents.

Skills

Organisation
Attention to detail
Multitasking
Communication
Independence
Teamwork
Fast-paced environment

Tools

Microsoft Office

Job description

Commercial Property Insurance Account Handler London | Hybrid | £40,000 – £45,000 | Immediate start

Optis, a sister company of Citynet Insurance Brokers is a leading London insurance intermediary, now part of the PIB Group, which has ambitious plans for further expansion in the London market. Due to continued growth and an expanding property product portfolio, we are recruiting for a permanent, full‑time position in our fast‑paced Broking team. Full training will be provided, alongside a competitive salary, benefits package, and excellent opportunities for growth and development. The successful candidate will manage an existing book of commercial property insurance for a portfolio of retail brokers, ensuring excellent service in collaboration with your Account Executive.

What you’ll be doing:
  • Act as a primary day‑to‑day contact for allocated accounts, responding promptly to client and broker queries.
  • Prepare and issue renewal invitations, mid‑term adjustments, endorsements and cancellations in a timely and accurate manner.
  • Obtain and collate risk information from clients and Account Executives to support marketing and placement activity.
  • Prepare high‑quality market presentations, submissions and risk summaries for London Market insurers.
  • Produce and check policy documentation, cover notes, schedules, debit/credit notes and other related documents.
What We Are Looking For:
  • Previous experience in the insurance industry, with strong organisational skills and attention to detail.
  • Ability to prioritise, multi‑task and work in a fast‑paced environment.
  • IT proficient, particularly in Microsoft Office, with the ability to learn new software platforms quickly.
  • Strong communication and interpersonal skills, with a professional and confident manner on email and phone.
  • Self‑motivated, able to work independently or as part of a team, staying flexible and effective under pressure.
  • Knowledge of the London Market placement process (Desirable).
  • Commercial property insurance experience (Desirable).
  • CII qualification (Desirable.
What you will get:
  • Company pension & medical cash plan
  • 26 days annual leave (Plus bank holidays)
  • Professional qualifications sponsorship + CII membership
  • Career growth within PIB Group
Why PIB Group?

PIB Group is one of the UK's fastest‑growing insurance businesses, offering real career progression, professional development, and a collaborative culture where your work truly matters. We encourage our people to be collaborative, with entrepreneurship at our core. We are a fast‑paced, growing organisation and an exciting place to be. We also value ambition and creative thinking. You don't have to tick every box to apply, if you bring fresh ideas and a drive to grow, we'd love to hear from you!

Inclusion & Accessibility

We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation, or any other characteristic protected by law.

If you need this job advert in any other format or require any adjustments for your application or during the recruitment process, please reach out to recruitment@pib-insurance.com. #LP We are a dynamic and diversified insurance intermediary group providing specialist insurance solutions across the UK market and Internationally.

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