Account Handler

Wallace Hind Selection LTD; England; On-site; GBP 35,000 - 45,000; Full time

Job summary

An independent insurance broker is seeking an Account Handler to manage and enhance client relationships in an office-based role near Milton Keynes. Ideal candidates will have insurance industry experience and a keen attention to detail. Responsibilities include managing policy renewals, providing client advisory services, and ensuring smooth policy administration. A competitive salary of up to £45,000 is offered, along with benefits like 25 days of holiday and pension contributions.

Benefits

25 days holiday

Pension contribution

Financial assistance with insurance qualifications

Free parking

Qualifications

• Experience working within Insurance (commercial or personal lines).
• Able to communicate across all mediums effectively.
• Experience within a regulated environment.

Responsibilities

• Manage and nurture a portfolio of clients with excellent service.
• Deal with policy renewals and ongoing administration.
• Provide client service advice, including risk management.

Skills

Experience in Insurance

Attention to detail

Client communication

Understanding of FCA guidelines

Education

IF1, FIT or equivalent

Job description

Overview

We\'re an established and growing (organic and by acquisition) independent insurance broker and have recently moved to new offices near Milton Keynes to facilitate our growth. We\'re now looking for an Account Handler to maintain and enhance the management of client relationships. This isn\'t a pressurised sales environment; our client base is led by referrals, and we are fully regulated.

BASIC SALARY: Up to £45,000

BENEFITS:

• 25 days holiday
• Pension contribution
• Financial assistance with insurance qualifications
• Free parking

LOCATION: This is an office based role, based on the outskirts of Milton Keynes (Old Stratford)

COMMUTABLE LOCATIONS: Milton Keynes, Bedford, Luton, Northampton, Towcester, Bicester, Leighton Buzzard, Bletchley, Flitwick, Toddington, Newport Pagnell, Buckingham, Brackley, Olney, Old Stratford, Ampthill, Houghton Regis, Dunstable, Hitchin

JOB DESCRIPTION: Account Hander - Personal Lines / Commercial - Insurance

Our business is built on long-standing relationships, repeat clients, and word-of-mouth referrals. You\'ll be managing and nurturing a loyal portfolio of clients, ensuring excellent service and smooth policy administration. We\'re a small, close-knit team growing steadily year on year, and our spacious new office reflects our ambition for continued, sustainable growth.

As our Commercial Lines or Personal Lines Account Handler, you\'ll be responsible for:

• Dealing with policy renewals, midterm adjustments and ongoing policy administration.
• Provision of client service advice to all clients - including risk management advice, market intelligence and broking, marketing findings.
• Marketing, broking and any subsequent management and administration of new business enquiries, including administration.
• Administration of claims.

PERSON SPECIFICATION:

Account Hander - Personal Lines / Commercial - Insurance

To be our successful Account Handler, you will be confident in your approach to communicating across all mediums, you\'ll have meticulous attention to detail, and:

• You\'ll have experience of working within Insurance previously (commercial lines or personal lines) and understand the FCA guidelines.
• Ideally, you\'ll have passed IF1, FIT or equivalent. However, we\'ll meet any reasonable costs for this to be completed within the probationary period if this isn\'t the case.
• Experience of working within a regulated environment or compliance experience.

THE COMPANY:

We\'re an independent insurance broker, specialising in bespoke insurance solutions for both commercial and private clients across the UK. Our referrals are all client led, and we pride ourselves on delivering a service and support that\'s second to none. As a result, we have grown impressively by acquisition 13 times in the last 16 years.

It is highly likely you will have worked in any of the following roles and/or markets, and worked with the following products and/or services: Account Handler, Insurance Broker, Independent Financial Advisor, Account Manager, Insurance Aggregate, Internal Sales Executive, Account Executive, Insurance Sales - Insurance, Commercial Lines, Personal Lines, Car Insurance, Home Insurance, Underwriting.

INTERESTED? Please click apply. You will receive an acknowledgement of your application.

Wallace Hind Selection, alongside our client embrace diversity, champion equality, and foster inclusion to create a work environment where everyone belongs and thrives.

Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct.

REF: SM18269, Wallace Hind Selection