Account Handler

SRM Recruitment; Greater London; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a driven Account Handler to join their dynamic team. This role focuses on managing client insurance portfolios while delivering exceptional customer service. You will work closely with Account Managers and Directors to identify new business opportunities and ensure compliance with industry regulations. The ideal candidate will have a background in commercial insurance or a strong desire to learn, along with excellent IT skills. This is a fantastic opportunity to grow your career in a supportive and vibrant work environment, offering long-term career prospects and development support.

Qualifications

• Experience in commercial insurance preferred, but a willingness to learn is welcome.
• High degree of IT literacy and excellent customer service skills are essential.

Responsibilities

• Manage day-to-day administration and growth of client accounts.
• Identify cross-selling opportunities and ensure compliance with regulations.

Skills

Customer Service Skills

IT Literacy

Commercial Insurance Knowledge

Sales Skills

Education

Cert CII Qualification

Tools

MS Excel

MS Word

Acturis

Job description

My client, a leading independent insurance broker based in Epsom, is looking to hire an experienced commercial Account Handler for their team.

Renowned within the industry for their 'client first' straightforward approach, they offer the very best impartial advice when it comes to managing their commercial risk.

The Account Handler’s primary role is to support their team with the administration of clients' insurance portfolios in a timely and efficient manner through the delivery of exemplary customer service. In addition, Account Handlers are expected to identify new business opportunities and work with the Account Managers and Directors to maximize all revenue-generating activities.

Duties will include:

• Be responsible for the day-to-day administration and growth of nominated accounts, including visits to clients when necessary.
• Support the activities of Directors and Account Managers when dealing with clients.
• Ensure instructions are processed, recorded, and confirmed in a timely and efficient manner.
• Identify cross-selling opportunities and potential gaps in client cover and work with colleagues.
• Ensure compliance with relevant regulatory requirements and the company’s procedures.
• To ensure that client insurance premiums are collected in accordance with the company’s credit terms.

We are looking for someone with drive and ambition to continue to grow their career within the insurance broking industry. Previous experience within commercial/corporate insurance is preferred; however, a willingness to learn and upskill is very welcome. A high degree of IT literacy is key – use of MS Excel, MS Word, and previous use of Acturis is highly desirable.

Ideally, we are seeking someone Cert CII qualified or keen to complete their qualification. Study support can also be provided. It is essential you can demonstrate excellent customer service skills – the ability to build relationships with both external customers and internal team members.

This is a fantastic business, an awesome place to work, with brilliant people, and offering long-term career opportunities!

Seniority level

Associate

Employment type

Full-time

Job function

Administrative, Customer Service, and Sales

Industries

Insurance and Insurance Agencies and Brokerages