Commercial Account Handler

NC Associates Ltd; Basingstoke and Deane; On-site; GBP 26,000 - 30,000; Full time

Benefits offered by this job

Company pension scheme

On-site parking

Supportive and friendly team

Ongoing training and professional devt

Long-term career progression

Job summary

NC Associates Ltd is recruiting an Account Handler for an office-based role in Cholmondeley. You will support Account Executives, handle client enquiries, prepare quotations and renewals, and ensure FCA compliance in day-to-day policy administration.

The role offers a supportive team environment, regular training, and progression within a well-established insurance broker. Competitive salary and benefits are provided.

Qualifications

• Excellent customer service and communication skills
• Strong organisational skills with the ability to prioritise workload effectively
• High attention to detail and accuracy
• Ability to work within a regulated environment
• Confident using Microsoft Office packages
• Desirable: Previous experience using Acturis
• Desirable: Knowledge of commercial insurance products
• Desirable: Understanding of FCA compliance requirements
• Desirable: Experience supporting Account Executives or Insurance Brokers

Responsibilities

• Acting as the first point of contact for incoming client enquiries via telephone and email
• Providing professional support and guidance on a range of insurance-related queries
• Preparing quotations, renewals, and policy documentation using the Acturis system
• Managing policy renewals from initial contact through to completion
• Updating and maintaining client records, tasks, and documentation within Acturis
• Gathering relevant client information to ensure policies provide appropriate levels of cover
• Processing policy amendments, renewals, and associated documentation accurately
• Ensuring all work is completed in line with FCA regulations and internal compliance procedures
• Delivering exceptional customer service while building long-term client relationships
• Providing administrative support to Account Executives and the wider broking team
• Maintaining accurate records of all client correspondence, documentation, and telephone conversations
• Supporting the wider team with general office and administration duties when required

Skills

Customer service

Organisation

Attention to detail

Regulated environment

MS Office

Tools

Acturis

Job description

Account Handler / £26,000-£30,000 + Benefits / Cholmondeley / Office Based / Career Development Opportunity

Account Handler Benefits

• Competitive Salary: £28,000-£35,000 (DOE)
• Company Pension Scheme
• On-Site Parking
• Supportive and Friendly Team Environment
• Ongoing Training and Professional Development
• Long-Term Career Progression
• Office-Based Role within a Well-Established Insurance Broker

NC Associates are working in partnership with a well-established Insurance Broker based in Cholmondeley to recruit an Account Handler. This is an excellent opportunity for an organised and customer-focused insurance professional to join a growing team, providing exceptional client service while supporting Account Executives with the day-to-day management of commercial insurance policies.

The successful candidate will become a key point of contact for clients, handling policy renewals, quotations, and administrative support while ensuring all work is completed accurately and in line with FCA regulations.

Account Handler Responsibilities

• Acting as the first point of contact for incoming client enquiries via telephone and email
• Providing professional support and guidance on a range of insurance-related queries
• Preparing quotations, renewals, and policy documentation using the Acturis system
• Managing policy renewals from initial contact through to completion
• Updating and maintaining client records, tasks, and documentation within Acturis
• Gathering relevant client information to ensure policies provide appropriate levels of cover
• Processing policy amendments, renewals, and associated documentation accurately
• Ensuring all work is completed in line with FCA regulations and internal compliance procedures
• Delivering exceptional customer service while building long-term client relationships
• Providing administrative support to Account Executives and the wider broking team
• Maintaining accurate records of all client correspondence, documentation, and telephone conversations
• Supporting the wider team with general office and administration duties when required

Account Handler Experience Required

To be successful in your application, you should have the following experience:

Essential:

• Excellent customer service and communication skills
• Strong organisational skills with the ability to prioritise workload effectively
• High attention to detail and accuracy
• Ability to work within a regulated environment
• Confident using Microsoft Office packages

Desirable:

• Previous experience using Acturis
• Knowledge of commercial insurance products
• Understanding of FCA compliance requirements
• Experience supporting Account Executives or Insurance Brokers

What's on Offer?

This is an excellent opportunity to join a respected and growing insurance brokerage where you'll become an integral part of a supportive team, working with a varied client base and developing your career within the insurance sector.

Due to the high volume of applications, only candidates with relevant experience will be contacted.

We are committed to diversity and inclusion. We welcome all applicants of identity, personal characteristics, or background.