Account Handler

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

Job summary

A respected insurance broker in the UK is seeking an Account Handler to support clients primarily at renewal and provide tailored advice, ensuring retention and growth. The successful candidate will manage calls, negotiate outcomes, and process policies while maintaining strong client relationships. Experience in personal lines insurance and customer service is essential. This full-time role offers a starting salary of £30,000 and various benefits including bonuses and healthcare.

Benefits

Performance-related bonuses

28 days’ annual leave, increasing with service

Subsidised private healthcare

Flexible pension scheme

Regular social events

Qualifications

• Minimum 1 year of experience in personal lines insurance.
• Experience in a customer-focused role with sales interaction.
• Administrative experience and knowledge of FCA regulations.

Responsibilities

• Manage inbound and outbound calls to clients professionally.
• Provide bespoke advice tailored to client circumstances.
• Process policies and handle compliance duties accurately.

Skills

Client relationship management

Negotiation skills

Customer service

Sales skills

Education

Chartered Insurance Institute (CII) qualifications or willingness to pursue

Tools

Microsoft Office (Word, Excel, Outlook)

Job description

Overview

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

As anAccount 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.

Qualifications

• Previously worked as a Account Handler, Account Broker, Insurance Advisor, Insurance Consultant, Account Executive or in a similar role.
• Minimum 1 year of 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).

Benefits

• 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.

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