Account Handler

Headway Recruitment; Guiseley; On-site; GBP 25,000 - 32,000; Full time

Job summary

A leading insurance recruiting firm in Leeds is seeking an Insurance Account Handler to support client development and retention. Responsibilities include managing client insurance needs, ensuring compliance with FCA regulations, and working closely with Underwriters. The ideal candidate will possess strong client management skills and a solid understanding of commercial insurance practices. This position offers a salary ranging from £25,000 to £32,000, depending on experience, and is office-based in Leeds near Guiseley Train Station.

Qualifications

• Solid understanding of personal and commercial insurance.
• Experience with underwriting and rating factors.
• FCA compliance knowledge essential.

Responsibilities

• Support client management by working closely with Account Executives.
• Review insurance requirements and prepare detailed reports.
• Negotiate placements and renewals with Underwriters.

Skills

Client management

Negotiation

Risk management

Insurance IT systems

Communication

Tools

Acturis

Job description

Account Handler Insurance

Our client, one of the UK's leading specialist insurance brokers, is recruiting an Insurance Account Handler to join their Leeds office. As the Insurance Account Handler, you'll support the development and retention of clients by providing a comprehensive commercial insurance service. This includes technical insurance and risk management advice, as well as handling personal insurance requirements connected to commercial clients.

Key responsibilities

• Work closely with Account Executives to support client management and contribute to company objectives.
• Build strong working relationships with Account Executives to ensure client needs are understood and met.
• Review the insurance requirements of existing and prospective clients, preparing detailed reports and registers.
• Negotiate with Underwriters on placements, renewals, and amendments of client policies.
• Ensure all policy documentation and financial instructions are accurate and completed within required timescales.
• Provide advice on risk management and prevention for Commercial Motor and Non-Motor risks in conjunction with Underwriters.
• Maintain professional standards and contribute to client satisfaction.
• Assist with credit control activity where required.
• Manage policy renewals and mid-term adjustments.
• Knowledge of Acturis is desirable.

As an Insurance Account Handler, you will work with integrity and professionalism, following FCA regulations and company procedures. You'll manage risk, maintain accurate records, and provide high-quality service to clients and colleagues. Success will be measured by meeting objectives, completing training, and building strong relationships. A solid understanding of personal and commercial insurance, underwriting, rating factors, and FCA compliance is required, along with confidence using insurance IT systems and preparing reports and registers.

Salary: £25,000 - £32,000 (DOE)

Location: Leeds (LS20), near Guiseley Train Station

Hours: Monday - Thursday 9:00am - 5:00pm, Friday 9:00am - 4:00pm (1-hour unpaid lunch) Office-based

Appointment subject to a satisfactory DBS Basic check.

We are an equal opportunities employer and welcome applications from all qualified candidates.