Account Handler

Additional Resources; East Midlands; On-site; GBP 30,000 - 35,000; Full time

Job summary

A respected insurance broker is seeking an Account Handler to provide tailored support to clients primarily at the renewal stage. This role involves managing client calls, processing policies, and negotiating with insurers. Candidates should have at least 1 year of experience in personal lines insurance and strong customer service skills. The position offers a competitive salary and various benefits including performance-related bonuses and healthcare support.

Benefits

28 days' annual leave

Subsidised private healthcare

Performance-related bonuses

Discounts on insurance products

Qualifications

• Minimum 1 year of experience in personal lines insurance.
• Experience in a customer-focused role with direct client interaction.
• Knowledge of FCA regulatory requirements.

Responsibilities

• Manage inbound and outbound calls with professionalism.
• Provide bespoke advice based on client circumstances.
• Build and maintain relationships with insurers and clients.

Skills

Client relationship management

Insurance knowledge

Negotiation skills

Customer service

Education

Chartered Insurance Institute (CII) qualifications

Tools

Microsoft Office applications (Word, Excel, Outlook)

Job description

An Opportunity Has Arisen for an Account Handler to join a highly regarded insurance broker specialising in providing tailored insurance solutions across personal and commercial markets.

As an Account Handler, you will be supporting clients primarily at renewal stage, ensuring they receive tailored advice, while identifying opportunities for retention and growth.

This full-time role offers a starting salary of £30,000 and benefits.

Responsibilities

• Managing inbound and outbound calls to existing clients with professionalism.
• Providing bespoke advice that reflects each client's individual circumstances.
• Processing policies, amendments and documentation accurately.
• Negotiating with both clients and insurers to achieve the best outcomes.
• Building and maintaining strong relationships with insurers, partners and introducers.
• Identifying cross-selling opportunities across a range of insurance products.
• Handling administrative and compliance-related duties in line with industry standards.

What We Are Looking For

• Previously worked as a Account Handler, Account Broker, Insurance Advisor, Insurance Consultant, Account Executive or in a similar role.
• Minimum 1 year or experience working in personal lines either within motor and/or home insurance.
• Have 1 year of experience in a customer-focused role, involving regular direct interaction with clients, sales, negotiation, customer service.
• Have previous administrative experience.
• Knowledge of FCA regulatory requirements.
• Chartered Insurance Institute (CII) qualifications or willingness to work towards them.
• Competence in Microsoft Office applications (Word, Excel, Outlook).

What7s On Offer

• Competitive base
• Performance-related bonuses.
• 28 days' annual leave, increasing with service.
• Subsidised private healthcare.
• Loyalty and referral bonuses.
• Discounts on insurance products.
• Flexible pension scheme and eye care vouchers.
• Regular social events and team-building activities.
• Onsite parking and good local transport links.

This is an excellent opportunity to join a respected broker and build a rewarding career in client management.

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Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.