Account Handler

Carlton Young Recruitment; England; Hybrid; GBP 30,000 - 35,000; Full time

Job summary

A recruitment agency is looking for an experienced Account Handler in the Dorset/Hampshire region to manage SME insurance accounts. The role offers a starting salary of up to £35,000, a hybrid work environment, and benefits like professional development support and pension enrollment. Ideal candidates should have strong communication skills and some knowledge of the insurance sector.

Benefits

Support towards professional qualifications

Auto enrolment in pension scheme

25 days holiday + Stats

Free parking

Bonus scheme

Qualifications

• Understand basic insurance principles.
• Be organised and able to work to strict deadlines.
• Seek opportunities to develop new business through referrals.

Responsibilities

• Manage a portfolio of SME business.
• Prepare and present new business quotations.
• Respond quickly to queries.

Skills

Knowledge of the insurance sector

Strong communication skills

Good telephony skills

Education

CII qualification preferred

Job description

Overview

ACCOUNT HANDLER - INSURANCE BROKERAGE - DORSET/HAMPSHIRE REGION - HYBRID ROLE - UP TO £35,000 STARTING SALARY

Launched in 2024, Carlton Young specialises in the recruitment of professionals across the Accountancy, Finance, HR, and Insurance sectors. Founded by a highly experienced multi-disciplined recruiter and a fully qualified chartered accountant, and supported by a skilled team of dedicated recruiters, we combine industry expertise with recruitment know-how to successfully connect top talent with leading businesses.

We are currently partnering an Insurance Brokerage who are expanding and growing their internal team and are looking to recruit an experienced Insurance professional as an Account Handler in the SME Commercial team.

This company has offices in Dorset & Hampshire and are keen to recruit someone who can support their Account Executives and obtain accurate underwriting quotes from their panel of Insurers. The role includes:

Responsibilities

• Manage a portfolio of SME business, ensuring communication with the companies regarding to insurance related requirements
• Prepare information accurately and liaise with a panel of Insurers to obtain competitive quotes
• Work closely with the Account Executives and provide full support regarding renewal information
• Prepare and present new business quotations
• Respond quickly and efficiently to queries
• Notify insurers of any new claims and ensure you liaise with relevant claims teams

Requirements / Qualifications

• Understand basic insurance principles, CII qualification preferred but not essential
• Be organised and able to work to strict deadlines
• Seek opportunities to develop new business for the company through referrals and lead generation
• Understand the requirements of preparing presentations and ensure work is accurately presented
• Have good telephony skills

Benefits

• Support towards professional qualifications
• Auto enrolment in pension scheme
• 25 days holiday + Stats
• Free parking
• Bonus scheme

For more information please submit a current CV for consideration.

We value all applications, however, due to volume numbers we are only able to contact candidates whose skills and experience closely match the requirements of our clients.

In line with the requirements of the Asylum and Immigration Act 1996, all applicants must be eligible to live and work in the UK and will be asked to provide documented evidence of eligibility. In line with the requirements of the Employment Agencies Act 1973 we are prohibited from charging work-seekers for work finding services.