Account Handler

Wallace Hind; Milton Keynes; On-site; GBP 43,000; Full time

Job summary

Wallace Hind, un courtier d'assurance indépendant en pleine croissance, recherche un Account Handler pour gérer une portefeuille de clients. Ce rôle, situé près de Milton Keynes, ne nécessite pas de vente sous pression, mais requiert des compétences en communication et une expérience dans l'assurance. Les candidats doivent démontrer une attention aiguë aux détails et une compréhension des directives de la FCA.

Benefits

25 jours de congés

Contributions au régime de retraite

Aide financière pour qualifications en assurance

Parking gratuit

Qualifications

• Expérience antérieure dans l'assurance (lignes commerciales ou personnelles).
• Compréhension des directives FCA.
• Expérience de travail dans un environnement réglementé, de conformité.

Responsibilities

• Gérer les renouvellements de polices et l'administration des politiques.
• Fournir des conseils de service client et de gestion des risques.
• Administration des demandes.

Skills

Communication

Attention to detail

Client service advice

Education

IF1, FIT or equivalent

Job description

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We’re an established and growing (organically and by acquisition) independent insurance broker and have recently moved to new offices near Milton Keynes. 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 £42,500

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

JOB DESCRIPTION: Account Handler – Personal Lines / Commercial – Insurance

This Account Handler role is not a pressurised sales; 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 Handler – 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 roles such as Account Handler, Insurance Broker, Independent Financial Advisor, Account Manager, Insurance Sales, Commercial Lines, Personal Lines, Car Insurance, Home Insurance, Underwriting, or similar.

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 has been chosen as the retained recruitment partner of our client. Any direct applications to our client from candidates or agencies will be forwarded to us.

REF: SM18177, Wallace Hind Selection