Account Handler

TN United Kingdom; Leicester; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking an experienced Account Handler to join their growing team. In this role, you will provide exceptional service to clients while managing a diverse portfolio of insurance products. Your responsibilities will include maintaining strong relationships with clients and insurers, ensuring customer satisfaction, and handling renewals and new business documentation. This position offers a competitive salary and a range of benefits, including generous leave policies and opportunities for professional development. If you are passionate about client service and enjoy working in a dynamic environment, this is the perfect opportunity for you.

Benefits

Holiday allowance

Death in service benefit

Pension scheme

Generous maternity and paternity leave

Flexible benefits

Discounts on various products and services

Employee welfare programs

Volunteering opportunities

Professional development frameworks

Qualifications

• Minimum 5 GCSEs including English and Maths.
• Previous experience in an Insurance Account Handling role is required.

Responsibilities

• Manage a book of renewals up to 600 policies.
• Develop and sustain effective working relationships with customers.

Skills

Client service experience

Insurance Account Handling

Communication skills

Attention to detail

Teamwork

Time management

Education

5 GCSEs, Grades A-C including English and Maths

Tools

MS Office Suite

Acturis

Job description

Due to continued growth, we are recruiting for an experienced Account Handler to provide professional advice and service to all clients. You will be responsible for retaining existing customers and writing new business by the continual development of relationships and delivery of excellent customer service, ensuring that all customers are dealt with professionally and fairly.

Responsibilities:

1. Acquire and maintain knowledge of Insurance products including Property Owners, Engineering, Contract All Risks & Terrorism.
2. Deal with individual small business clients as well as medium-sized portfolios, with an overall book of premiums under £3,000,000.
3. Manage a book of renewals up to 600 policies.
4. Develop and sustain effective working relationships with customers to ensure complete customer satisfaction.
5. Build and maintain relationships with insurers.
6. Produce correspondence within required timeframes and quality standards.
7. Issue and process new business documents, mid-term adjustments, cancellations, and renewals.
8. Provide new business quotations and re-broking for existing renewals.
9. Occasionally meet clients face-to-face both inside and outside the office.
10. Keep accurate records and file in the agreed manner.
11. Respond competently to general queries via telephone, email, post, or in person, ensuring accuracy of information.
12. Attend relevant training courses inside and outside the office.
13. Assist Managers and team members as needed.

Experience:

• Minimum 5 GCSEs, Grades A-C including English and Maths.
• Previous experience in an Insurance Account Handling role is required.
• Client service and administrative experience, with high accuracy and attention to detail.
• Ability to work effectively in a team.
• Strong communication skills to liaise with internal colleagues.
• Computer literate, experienced with MS Office Suite and operational use of Acturis.
• Understanding of the broking insurance market, regulation, and compliance.
• Organized with good time management skills.
• Passion for building strong relationships with clients and colleagues.
• Willingness to learn and develop professionally.

Further information:

We offer a competitive salary and benefits including holiday allowance, death in service benefit, pension scheme, generous maternity and paternity leave, flexible benefits, discounts on various products and services, employee welfare programs, volunteering opportunities, and professional development frameworks. PIB Group is committed to environmental responsibility and community engagement.