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Account Handler (North)

Heat Recruitment

Sefton

Hybrid

GBP 25,000 - 35,000

Full time

3 days ago
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Job summary

A leading independent Insurance Broker in the UK is seeking an Insurance Account Handler to join their team in Southport. This role offers a chance to work on a designated client portfolio while developing relationships and contributing to customer satisfaction. If you're proactive and have a background in the Insurance industry, this could be the ideal next step in your career.

Benefits

Holiday entitlement of 26 days plus bank holidays
Opportunity to progress your career across the entire Group
CII or ACII qualifications support
Pension scheme
24-hour support for physical and mental wellbeing
1 day paid volunteering day

Qualifications

  • Experience in the Insurance industry essential.
  • Strong customer service experience preferred.
  • Willingness to learn and gain qualifications.

Responsibilities

  • Support a designated client portfolio as first point of contact.
  • Build strong relationships and assist with client queries.

Skills

Customer Service
Proactivity
Entrepreneurial Spirit
Team Collaboration
Adaptability
Integrity

Education

CII or ACII qualifications

Job description

Recruiter Managing This Role

Do you have experience working in the Insurance industry? Looking for that next great move in your career? Then we have an exciting new opportunity for you as anInsurance Account Handlerwithin our friendly team based in Southport.

Joining us as an Insurance Account Handler means youll have the benefit of working Monday to Friday (no weekends here!) earn a basic salary relative to your experience as well as a generous bonus structure. Youll also be rewarded with all the great benefits of working with the UKs largest independent Insurance Brokers. More on that below. We are open to hearing from people from all different backgrounds, so speak to us about our hybrid and flexible ways of working for our Account Handlers, if the 9-5 life isnt for you.

So, what does the role of an Insurance Account Handler here involve?

Every day you will be supporting a designated client portfolio, acting as their first point of contact, building strong relationships, and supporting them with queries as they arise. This role is perfect for you if you love customer service or sales as relationship-building with our clients will be the key to your success.

What are we looking for in our Account Handlers?

Some experience of the Insurance Industry is essential for this role, the rest is all about you as a person:

  • Most important is your ability to bring your best self to work every day to give our clients the best possible experience.
  • Next, we need you to be proactive, use your initiative and show us your entrepreneurial spirit
  • Have a willingness to learn and be curious. Incidentally, we offer tons of opportunity to gain qualifications that will enhance your career in this growing industry
  • Confidence to work with clients both on the phone and face to face, so some experience in customer service is important too.
  • Work well with your team, have a positive outlook, be engaging, collaborative and have the resilience to adapt to whatever changes come your way. It never gets boring here.
  • Demonstrate honesty and integrity, not only is this essential within a financially regulated organisation, but its also just the right way to be

In return you will be welcomed and supported by our family and be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:

  • Holiday entitlement of 26 days plus bank holidays
  • Opportunity to progress your career across the entire Group
  • Gain CII or ACII qualifications to boost your knowledge and career prospects
  • Pension scheme for when you feel its time to retire
  • 24-hour support for physical and mental wellbeing
  • 1 days paid volunteering day to give back to our communities

Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit. Check our Blog for more information.

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Created on 25/06/2025 by TN United Kingdom

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