Account Handler

Additional Resources; Northampton; On-site; GBP 30,000 - 35,000; Full time

Job summary

A leading insurance broker in the UK is seeking an experienced Account Handler to support clients primarily at the renewal stage, ensuring they receive tailored advice. The ideal candidate will have a background in insurance, particularly in personal lines, and will engage in relationship-building and negotiation with clients. This full-time role offers a competitive salary, performance-related bonuses, and various benefits including subsidized healthcare and annual leave.

Benefits

Performance-related bonuses

28 days annual leave

Subsidised private healthcare

Flexible pension scheme

Qualifications

• Minimum 1 year experience in personal lines within motor/home insurance.
• Experience in a customer-focused role with sales involvement.
• Familiarity with FCA regulatory requirements.

Responsibilities

• Manage inbound and outbound calls to existing clients.
• Provide bespoke advice tailored to each client's circumstances.
• Negotiate with clients and insurers for the best outcomes.

Skills

Customer service

Sales negotiation

Relationship building

Communication skills

Education

Chartered Insurance Institute (CII) qualifications

Tools

Microsoft Office

Job description

Overview

An Opportunity Has Arisen for an Account Handler to join a highly regarded insurance broker specialising in providing tailored insurance solutions across personal and commercial markets.

As an Account Handler, you will be supporting clients primarily at renewal stage, ensuring they receive tailored advice, while identifying opportunities for retention and growth.

This full-time role offers a starting salary of GBP30,000 and benefits.

Responsibilities

• Managing inbound and outbound calls to existing clients with professionalism.
• Providing bespoke advice that reflects each client s individual circumstances.
• Processing policies, amendments and documentation accurately.
• Negotiating with both clients and insurers to achieve the best outcomes.
• Building and maintaining strong relationships with insurers, partners and introducers.
• Identifying cross-selling opportunities across a range of insurance products.
• Handling administrative and compliance-related duties in line with industry standards.

Qualifications

• Previously worked as a Account Handler, Account Broker, Insurance Advisor, Insurance Consultant, Account Executive or in a similar role.
• Minimum 1 year or experience working in personal lines either within motor and/or home insurance.
• Have 1 year of experience in a customer-focused role, involving regular direct interaction with clients, sales, negotiation, customer service.
• Have previous administrative experience.
• Knowledge of FCA regulatory requirements.
• Chartered Insurance Institute (CII) qualifications or willingness to work towards them.
• Competence in Microsoft Office applications (Word, Excel, Outlook).

What’s On Offer

• Competitive base
• Performance-related bonuses.
• 28 days annual leave, increasing with service.
• Subsidised private healthcare.
• Loyalty and referral bonuses.
• Discounts on insurance products.
• Flexible pension scheme and eye care vouchers.
• Regular social events and team-building activities.
• Onsite parking and good local transport links.

This is an excellent opportunity to join a respected broker and build a rewarding career in client management.

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Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.