Assistant Account Handler / Account Handler - Commercial

Clear Group; Gillingham; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

An established industry player in the insurance sector is seeking a dedicated Account Handler to join their dynamic team. This role offers a unique opportunity to support and grow client relationships while ensuring their insurance needs are met with professionalism. You will thrive in a collaborative environment that values career growth and flexibility. The company promotes a culture of continuous learning and teamwork, making it an ideal place for those eager to develop their careers in insurance. Join a forward-thinking firm where your contributions will make a real difference in the lives of clients and colleagues alike.

Benefits

Wellbeing Support

Flexible Work-Life Balance

Contributory Pension

Group Life Assurance

Income Protection

Volunteer Days

Gym Membership Discounts

Qualifications

• Experience in account handling within the insurance sector is preferred.
• Knowledge of commercial insurance products and FCA regulations is essential.

Responsibilities

• Manage client relationships and respond to queries promptly.
• Process new business, renewals, and ensure compliance with regulations.

Skills

Client Management

Organizational Skills

Communication Skills

Attention to Detail

Problem-Solving

Education

ACII qualification or willingness to pursue

Tools

Insurance Platforms

Client Management Systems

Acturis

Job description

Location Alcester - Hybrid

Business Area Broking

This is a Permanent , Full Time vacancy that will close in 9 days at 23:59 BST .

The Vacancy

We will also consider Assistant Account Handlers for this role ideal for those who are engaged, eager to learn, and looking to develop their career in insurance.

How you will make an impact

You'll play a key role in supporting and growing client relationships, ensuring their insurance needs are met with accuracy and professionalism. Whether you're experienced or developing in your career, you'll bring fresh ideas, drive improvements, and be part of a forward-looking, collaborative team.

Why Join Us?

At the heart of our culture lies a commitment to protect, excel, and succeed together. We foster an environment where everyone is empowered to thrive, working collectively to deliver success for our clients, colleagues, and communities.

The Clear Group Experience

Joining Clear Group means becoming part of an industry leading team that puts people first. We are committed to creating a work culture that values entrepreneurial spirit, adaptability, and even a bit of fun along the way.

What you can expect:

• Career Growth: Ample opportunities to advance within a leading insurance firm.
• Flexibility: Work arrangements designed to support your work-life balance, allowing you to excel in all areas.
• Supportive Culture: A collaborative environment where teamwork and professional development are highly valued.

Key Responsibilities

Client Management

• Respond promptly and professionally to client queries, delivering excellent service at every touchpoint.
• Build and maintain strong relationships, understanding each client’s unique insurance needs.
• Assist with policy preparation, renewals, and mid-term adjustments, ensuring accuracy and seamless service.
• Offer expert advice and identify opportunities to enhance client cover and satisfaction.

Policy Administration

• Process new business, renewals, amendments, and cancellations efficiently and accurately.
• Check and issue policy documentation, ensuring full compliance with company procedures.
• Maintain accurate client records in line with regulatory requirements.
• Liaise with insurers to secure competitive terms and ensure all cover meets client needs.
• Support Account Executives in negotiating premiums and policy terms.

Compliance and Regulation

• Uphold FCA regulations and ensure compliance in every aspect of your work.
• Keep up to date with market changes and evolving compliance requirements.

Collaboration and Teamwork

• Work closely with Account Executives and other team members to ensure seamless service.
• Share knowledge and contribute to the continuous improvement of processes.
• Support and mentor junior colleagues where needed.

About You

Attributes: Skills: Qualifications

Candidates must meet the essential criteria through relevant experience or demonstrated transferable skills. However, desirable attributes, skills, and qualifications will be considered a strong advantage.

• Experience in a similar account handling role within the insurance sector (or demonstrated transferable skills for Assistant level).
• Knowledge of commercial insurance products and markets.
• Proficiency in using insurance platforms and client management systems.
• Understanding of compliance responsibilities, including FCA regulations, Consumer Duty obligations, and related standards.
• Ability to ensure all client and policy documentation meets regulatory and company compliance requirements.
• ACII qualification or a willingness to work towards it.
• Experience with Acturis or similar insurance systems.

Key Skills and Attributes:

• Strong organisational skills with the ability to manage multiple tasks effectively.
• Excellent communication and interpersonal abilities, focused on delivering outstanding client service.
• A keen eye for detail and a commitment to accuracy and professionalism.
• Proactive and solutions-oriented, with the ability to anticipate client needs.
• A team player who thrives in a collaborative, supportive environment.
• Motivated to develop your career and contribute meaningfully to the team’s success.

Right to work

• Candidates must have the legal right to work in the UK.

Value Alignment and Professional Behaviour

At Clear Group, we are committed to upholding the highest standards of professionalism, teamwork, and integrity. We seek individuals who share our values and are dedicated to delivering outstanding service to our clients and supporting the success of our business

Life at Clear – Your Career, Your Future

At Clear Group, we foster an inclusive, and forward-thinking culture where everyone is empowered to thrive. We believe in collaboration, continuous learning, and rewarding hard work. Whether you are developing your career, building strong client relationships, or driving business success, you'll be part of a team that supports and values you.

Our Benefits

We know that great teams, career growth, and a supportive work environment are key to your success. Alongside a competitive salary, we offer a range of benefits designed to support your wellbeing, work-life balance, and future.

• Wellbeing Support: Access our Wellbeing Hub, Employee Assistance Programme, and Group Medical Insurance, plus gym membership discounts and an eye care scheme.
• Flexible Work-Life Balance: Enjoy hybrid working, up to 27 days of annual leave (increasing with service), plus the option to buy extra days.
• Future Planning: Benefit from a contributory pension, Group Life Assurance, and Income Protection for added peace of mind.
• Rewards & Recognition: Earn bonuses for successful referrals and professional qualifications.
• Giving Back: Take volunteer days to support causes that matter to you.

Equal Opportunities and Inclusion

At Clear Group, Diversity, Equity, and Inclusion are at the heart of our values. We believe in fostering an environment where everyone feels a genuine sense of belonging, and we celebrate differences through inclusiveness. Our staff networks such as the Gender Equality Alliance, Female Alliance in Business, and Early Career Professionals play a pivotal role in making Clear Group a diverse, engaged, and inclusive workplace.

We are actively expanding these networks to support even more perspectives and experiences. As we build our team, we warmly welcome the unique strengths each candidate brings from their background, education, and culture to their gender identity, language, veteran status, disability, and beliefs. We know that a team rich in diverse voices helps us all thrive, and we look forward to seeing how your experiences will contribute to our shared success.

About Clear

Founded in 2001, Clear Insurance Management Ltd (CLEAR) is an award-winning, independent chartered insurance broker and Lloyd’s broker. In the last two decades, we’ve grown from a small start-up trading from one office in South West London, to become a large, chartered independent broker operating from multiple locations across the country.

We are also the largest member of Brokerbility, the leading network of independent brokers in the UK, affording us considerable influence with insurers when negotiating terms on our client's behalf. We hold Chartered Insurance Broker status, awarded by the Chartered Insurance Institute (CII), in recognition of our commitment to maintaining the highest standards of knowledge, ethical practice and advice in our profession.

As a responsible business, we are determined to achieve Net Zero carbon emissions by 2030 and are the first insurance broker to set this commitment through the Science-Based Targets Initiative (SBTi). We also encourage our employees to engage in social endeavours to support our local communities through our staff charity committee. We are committed to our employees' wellbeing and professional development and foster a positive, collaborative workplace where people can learn from each other and work toward shared goals.