Account Handler

TN United Kingdom; Liverpool; Hybrid; GBP 30,000 - 32,000; Full time

Job summary

An established industry player is seeking an experienced Account Handler to join their vibrant Liverpool team. This role offers an exciting opportunity to provide exceptional service and professional advice to clients while managing diverse insurance portfolios. With a strong emphasis on training and development, you will thrive in a supportive environment that values growth. Enjoy a competitive salary and a hybrid working model after training. If you're passionate about client service and eager to make a difference in the insurance sector, this is the perfect opportunity for you.

Benefits

Holiday allowance with buy options

Death in Service (x4 salary)

Company pension

Generous parental leave

Flexible benefits and discounts

Employee welfare programs

Volunteer days

Learning & development framework

Qualifications

• 3-5 years of experience in an Account Handler role.
• Strong client service and administrative experience.

Responsibilities

• Manage medium-sized portfolios and maintain client relationships.
• Handle renewals and produce necessary documentation.
• Respond to client queries and assist team members.

Skills

Client service experience

Attention to detail

Relationship-building skills

Organizational skills

Effective communication

Inquisitive mindset

Education

Minimum 5 GCSEs (A-C/9-5), including English and Maths

Tools

MS Office

Job description

Due to continued growth, we are looking for an experienced Account Handler to join our Liverpool team, dedicated to providing professional advice and exceptional service to clients.

Extensive training on our systems and processes will be provided. The ideal candidate will have 3-5 years of experience in an Account Handler role.

What We Offer:

• A salary between £30,000 - £32,000, depending on experience.
• Great company culture that values growth and professional development.
• Competitive benefits scheme (details at the bottom of the advert).
• Hybrid working after training completion.

Responsibilities:

• Acquire and maintain knowledge of insurance products including Property Owners, Engineering, Contract All Risks, Terrorism, & Management Liability, among others.
• Manage specific medium-sized portfolios with an overall book of premiums under £3,000,000.
• Handle renewals for up to 600 policies.
• Develop effective relationships with clients and insurers, ensuring customer satisfaction.
• Produce correspondence within required timeframes and standards.
• Issue and process documents for new business, mid-term adjustments, cancellations, and renewals.
• Provide quotations for new business and re-broking of renewals.
• Occasional face-to-face client meetings.
• Maintain accurate records and filing.
• Respond competently to queries via telephone, email, post, or in person.
• Attend training courses and complete mandatory modules.
• Assist managers and team members.

Experience:

• Previous experience in an insurance Account Handling role.
• Client service and administrative experience with high accuracy and attention to detail.
• Ability to work well in a team.
• Strong relationship-building skills.
• Inquisitive with a willingness to learn.
• Basic understanding of the insurance market, regulation, and compliance.
• Organized with good time management.
• Effective communication skills.
• Proficient in MS Office.
• Minimum 5 GCSEs (A-C/9-5), including English and Maths.

Additional Benefits:

• Holiday allowance with buy options.
• Death in Service (x4 salary).
• Company pension.
• Generous parental leave.
• Flexible benefits and discounts on various services and products.
• Employee welfare programs including financial management support, health screening, and more.
• Volunteer days and community engagement opportunities.
• Learning & development framework including professional study options.
• Community trust and environmental initiatives.