Care Insurance Accounts & Renewals Specialist

Quality Care Group; Hove; Hybrid; GBP 26,000 - 34,000; Full time

Job summary

Quality Care Group in the United Kingdom seeks an Account Handler to provide administrative and insurance support to clients in the care sector. You will manage CRM records, liaise with underwriters, prepare quotations, handle invoicing and credit control, and ensure mid-term policy administration is accurate.

Hybrid role from Hove after probation, supporting the Account Executive, responding to client queries and ensuring FCA compliance and high standards of documentation across renewals and

Qualifications

• GCSE (or equivalent) grade C/4 or above in English and Maths
• Experience in a fast-paced, deadline-driven office environment
• Cert CII (or working towards) is desirable
• Previous experience in an insurance administration, account handling or broking support role is desirable
• Experience with Acturis or a similar broking CRM/platform is an advantage

Responsibilities

• Maintain accurate, up-to-date client and prospect records on Acturis (or equivalent CRM)
• Log all client interactions, documents and correspondence in line with FCA record-keeping requirements
• Ensure policy, renewal and diary records are complete and correctly diarised
• Manage a small portfolio of allocated stand-alone renewal clients from start to finish
• Prepare and issue renewal documentation, including Statements of Fact, and obtain updated risk information from clients
• Present risks to insurers, obtain and negotiate renewal terms where appropriate, and prepare quotations for clients
• Communicate directly with clients throughout the renewal process, answering routine queries and providing updates on progress
• Secure client instructions, arrange renewal with insurers and ensure all policy records, documentation and invoicing are completed accurately
• Ensure all stand-alone renewals are handled in accordance with FCA regulations, Consumer Duty principles and internal quality standards
• Liaise with panel underwriters to obtain new business and renewal terms
• Complete and submit accurate risk information and proposal/statement of fact forms
• Chase outstanding quotations and follow up with underwriters to meet client deadlines
• Prepare clear, accurate comparison quotes and summaries for the Account Executive to present to clients
• Check terms against client requirements and flag any gaps, exclusions or unusual conditions
• Ensure quotes are branded, proofed and ready to send within agreed turnaround times
• Raise accurate invoices and premium finance documentation following client acceptance
• Monitor outstanding balances and issue payment chasers in line with credit control procedures
• Liaise with clients and underwriters to resolve payment queries or discrepancies
• Issue policy documents, certificates of insurance, schedules and renewal packs accurately and on time
• Ensure all documentation meets FCA and Consumer Duty standards for clarity and fair treatment of customers
• Maintain document trails to support audit and compliance requirements
• Process MTAs including changes in cover, sums insured, staff numbers and bed/service capacity
• Obtain and apply updated terms from underwriters and confirm changes with the client in writing
• Update CRM and policy records to reflect all changes accurately and promptly
• Provide day-to-day administrative support to the Account Executive and wider team
• Respond to routine client queries by phone and email, escalating complex matters appropriately
• Support renewal preparation, including gathering updated risk information ahead of renewal dates
• Strong administrative and organisational skills
• Confident, professional written and verbal communication with clients and underwriters
• Ability to manage multiple tasks and deadlines simultaneously
• Comfortable working within CRM systems (Acturis) and Microsoft Office
• A methodical, process-driven approach with a commitment to accuracy in documentation and figures
• Good numeracy skills for invoicing and credit control
• A team player who is proactive in chasing outstanding items
• Interest in or willingness to learn the care sector

Skills

CRM management

Underwriter liaison

Invoicing

Credit control

Care sector knowledge

Data management

Documentation

Education

GCSE English & Maths

Cert CII desirable

Tools

Acturis

MS Office

Job description

Quality Care Group in the United Kingdom seeks an Account Handler to provide administrative and insurance support to clients in the care sector. You will manage CRM records, liaise with underwriters, prepare quotations, handle invoicing and credit control, and ensure mid-term policy administration is accurate.

Hybrid role from Hove after probation, supporting the Account Executive, responding to client queries and ensuring FCA compliance and high standards of documentation across renewals and