BFY47 Account Handler Basil Fry · Leatherhead ·

Tasker & Partners; Leatherhead; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

Join a leading commercial insurance team as an Account Handler in Leatherhead. In this role, you'll assist with insurance solutions, manage client relationships, and contribute to renewals and business growth. With a supportive company culture and benefits including flexible working and professional development opportunities, this is a fantastic chance to develop your career in insurance.

Benefits

Competitive salary with annual reviews

27 days annual leave plus bank holidays

5% employer contributions pension scheme

Fully paid maternity, paternity, and adoption leave

Discounts on cinema tickets and dining

Qualifications

• Experience in a professional office environment.
• Genuine interest in developing a career within insurance/broking.
• Desire to work towards CII qualifications.

Responsibilities

• Assist Account Executive in offering and presenting insurance solutions.
• Handle renewals and new business by assessing risk and claims.
• Develop effective relationships with clients via phone and email.

Skills

Communication

Problem Solving

Attention to Detail

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Here at Basil Fry (part of the Jensten Group), we are seeking a motivated Account Handler to join our friendly and client-focused Commercial team.

Since our founding in 1970, Basil Fry has developed extensive expertise in the removals, storage, and self-storage industries. Over fifty years, we have created a broad range of specialist insurance solutions, in-house claims teams, and market-leading risk management services.

You will be part of a team of approximately 20 within a larger office of 45 staff, based in our modern Leatherhead office, conveniently located within walking distance from the station and bus routes. Initially, you will work full-time in the office, with a flexible blend of office and home working available after training.

Key objectives & responsibilities:

• Assist your Account Executive in offering and presenting insurance solutions, including policies and risk management services.
• Handle renewals, mid-term adjustments, and new business by assessing risk and claims information, gathering additional details from clients, and liaising with insurers.
• Provide renewal quotations promptly and follow up for instructions to achieve profitable renewal retention and growth within set timescales.
• Develop effective relationships with clients, analyze their needs, and develop solutions via phone and email.
• Respond promptly to client queries and ensure all communications are accurately recorded.
• Ensure compliance with local procedures, customer service standards, and external regulations such as FCA.

About you:

As a Commercial Account Handler, you’ll have excellent communication and written skills with keen attention to detail. A background in insurance is preferred but not essential; experience in professional office environments will also be considered.

You will also have:

• Experience gained in a professional office environment
• Understanding of Microsoft Word, Excel, and Outlook
• Strong communication and problem-solving skills
• A genuine interest in developing a career within insurance/broking
• A desire to work towards CII qualifications (not essential)
• Experience with Acturis (not essential)

Rewards & Benefits:

Joining us, you can expect a supportive culture and an attractive range of rewards and benefits, including:

• Competitive salary with annual reviews and a bonus scheme
• 27 days annual leave plus bank holidays, including a day off for your birthday and a religious holiday of your choice
• Auto-enrolment into our pension scheme with 5% employer contributions
• Flexible benefits options
• Group Life Assurance
• Fully paid 3 months maternity, paternity, and adoption leave
• Support for professional qualifications relevant to your role
• Discounts on cinema tickets, dining, luxury items, and more
• Holiday purchase scheme (up to 5 days annually)

About Us:

Launched in 2018, Jensten is one of the UK's largest independent broking groups, placing over £600m GWP. We combine scale, ambition, and expertise with a strong client focus, making us one of the most exciting independent broking groups in the UK.

Join us and be part of our dynamic team!