Account Handler - Financial Lines

IDEX Consulting Ltd; London; Hybrid; GBP 35,000 - 40,000; Full time

Job summary

An ambitiously growing Broker in the heart of the City is seeking an experienced Account Handler to support Account Executives in Financial Lines insurance. This hybrid role involves working from the London office three days a week and from home on Mondays and Fridays. The ideal candidate will have a strong background in Professional Indemnity insurance, particularly with Financial Institutions, and possess excellent relationship-building skills. Join a dynamic team that values excellence and integrity while contributing to a diverse and inclusive workplace.

Benefits

Bonus

DIS

Pension

PMI

Support with Qualifications

Qualifications

• Experience in Professional Indemnity insurance, preferably in Financial Institutions.
• Strong relationship-building and client service skills are essential.

Responsibilities

• Handle client queries, administer new business, renewals, and MTAs.
• Negotiate with insurers and attend client and insurer meetings.

Skills

Professional Indemnity Insurance

Relationship Building

Client Service Skills

Tools

Acturis

Job description

Job Description

Account Handler - Financial Lines

City of London (hybrid) | £35,000 - £40,000 + bonus, DIS, pension, PMI, support with qualifications

An ambitiously growing Broker in the heart of the City is looking to bring on board an experienced Account Handler to support one of their Account Executives who specialises in Financial Lines insurance business. The Account Handler will be expected to work in the London office on Tuesday, Wednesday, and Thursday, and from home on Monday and Friday each week.

The role involves working across a range of commercial and Financial Lines products, including Commercial Combined, Liability, PI, FI, D&O, Cyber, Fintech, Crime, and Property Owners. Clients are mid-market to corporate, with premiums from £2,000 to £500,000. The Account Handler will handle client queries, administer new business, renewals, and MTAs, negotiate with insurers, and attend regular client and insurer meetings alongside senior team members.

Candidates should have experience in Professional Indemnity insurance, preferably with clients in the Financial Institutions sector and general commercial business. Strong relationship-building skills and excellent client service skills are essential. Experience with Acturis is a must. The ideal candidate is ambitious, hardworking, and aligns with the Broker's core values of excellence and integrity.

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Our Diversity, Equity, and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognize that diverse representation at every level requires ongoing effort. We are committed to fostering conscious inclusion and creating equitable pathways.