Account Handler

Wallace Hind Selection LTD; Northampton Copse; On-site; GBP 38,000 - 45,000; Full time

Job summary

An independent insurance broker is seeking an Account Handler to maintain and enhance client relationships in a supportive environment. The role involves managing policy administration and providing risk management advice. You should have experience in insurance and an understanding of FCA guidelines. This position offers a salary of up to £45,000 and various benefits including holiday and pension contributions.

Benefits

Up to £45,000 salary

25 days holiday

Pension contribution

Financial assistance with insurance qualifications

Free parking

Qualifications

• Experience in working within Insurance (commercial or personal lines) and understanding of FCA guidelines.
• Experience of working within a regulated environment or compliance experience.

Responsibilities

• Manage a loyal portfolio of clients ensuring excellent service.
• Deal with policy renewals and ongoing policy administration.
• Provide client service advice including risk management and market intelligence.

Skills

Experience in Insurance

Client relationship management

Policy administration

Risk management advice

Education

IF1, FIT or equivalent

Job description

Overview

We're an established and growing independent insurance broker, recently moving to new offices near Milton Keynes to facilitate growth. We are 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.

Location

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, Ampthill, Houghton Regis, Dunstable, Hitchin.

Benefits

• Up to £45,000 salary
• 25 days holiday
• Pension contribution
• Financial assistance with insurance qualifications
• Free parking

Role and responsibilities

• Account Handler - Personal Lines / Commercial - Insurance
• Managing and nurturing a loyal portfolio of clients, ensuring excellent service and smooth policy administration
• Dealing with policy renewals, midterm adjustments and ongoing policy administration
• Provision of client service advice, including risk management advice, market intelligence and broking, marketing findings
• Marketing, broking and subsequent management and administration of new business enquiries, including administration
• Administration of claims

Person specification

• Experience of working within Insurance (commercial lines or personal lines) and understanding of FCA guidelines
• Ideally IF1, FIT or equivalent; cost coverage provided during probation if not already completed
• Experience of working within a regulated environment or compliance experience

The company

We are an independent insurance broker, specialising in bespoke insurance solutions for both commercial and private clients across the UK. Our referrals are client-led, and we pride ourselves on delivering a service and support that is second to none. We have grown by acquisition 13 times in the last 16 years.

Application

Interested? Please click apply. You will receive an acknowledgement of your application. Wallace Hind Selection is the retained recruitment partner for our client, and direct applications to the client may be forwarded to us.

Note

Wallace Hind Selection, alongside our client, embraces diversity, championing equality and fostering inclusion to create a work environment where everyone belongs and thrives.

Reference: SM18269, Wallace Hind Selection