Insurance Account Handler

Talented People; East Grinstead; Hybrid; GBP 25,000 - 38,000; Full time

Benefits offered by this job

Hybrid/flexible working

Career development opportunities

Company benefits package

Support towards professional qualifici

Job summary

Talented People in East Grinstead is seeking an experienced Commercial Account Handler to join our growing commercial insurance team. You will manage a portfolio of property owner clients, handling renewals, mid‑term adjustments, and insurer negotiations to deliver exceptional outcomes.

You will build strong client relationships and provide expert service throughout the insurance lifecycle, ensuring compliance and accurate documentation.

Qualifications

• Experience handling property owner insurance portfolios.
• Knowledge of FCA regulations in commercial insurance.
• Knowledge of renewal and market review processes.

Responsibilities

• Manage a portfolio of property owner insurance clients with annual premiums.
• Prepare and issue renewal invitations 2–3 weeks before renewal dates.
• Build and develop relationships with existing clients and grow accounts.
• Prepare market presentations and negotiate with insurers for terms.
• Handle mid‑term adjustments accurately.
• Review policy documentation before issuing to clients.
• Support clients throughout the claims process.
• Maintain accurate client records and FCA compliance.

Skills

Client relationship management

Communication skills

Organisational skills

Phone & email communication

Education

Cert CII qualification

Tools

Insurance broking systems

Insurer extranets

Job description

About the Role

We're looking for an experienced and customer-focused Account Handler to join our growing commercial insurance team. This is an excellent opportunity for someone who enjoys building strong client relationships and managing a portfolio of property owner clients, providing expert advice and exceptional service throughout the insurance lifecycle.

You’ll work with clients whose annual insurance premiums typically range from approximately £1,500 to £30,000, handling renewals, mid‑term adjustments, claims support and insurer negotiations to deliver the best possible outcomes.

Key Responsibilities

• Manage a portfolio of property owner insurance clients with annual premiums ranging from approximately £1,500 to £30,000, delivering a high standard of service.
• Prepare and issue renewal invitations 2–3 weeks before renewal dates, carrying out market reviews and re‑broking exercises where appropriate for property owner clients with premiums ranging from approximately £1,500 to £30,000.
• Build and develop relationships with existing clients while identifying opportunities to retain and grow accounts.
• Prepare accurate market presentations and negotiate with insurers to obtain competitive terms.
• Handle mid‑term adjustments efficiently and accurately.
• Review policy documentation to ensure accuracy before issuing to clients.
• Support clients throughout the claims process, ensuring a positive customer experience.
• Maintain accurate client records and ensure all FCA and company compliance procedures are followed.
• Assist with other office duties as required.

About You

• Previous experience as a Commercial Account Handler or in a similar insurance role.
• Experience dealing with property owners’ insurance or commercial property portfolios.
• A good understanding of FCA regulations and commercial insurance practices.
• Cert CII qualification (or be actively working towards it).
• Excellent communication and relationship‑building skills.
• Strong organisational skills with the ability to manage multiple priorities.
• Confidence dealing with insurers and clients over the phone and by email.
• Good IT skills and experience using insurance broking systems and insurer extranets.

What We Offer

• Competitive salary, dependent on experience.
• Support towards professional qualifications.
• Career development opportunities within a growing business.
• A friendly, supportive and collaborative working environment.
• Hybrid/flexible working (where applicable).
• Company benefits package.

If you’re an experienced Commercial Account Handler looking to work with a diverse portfolio of property owner clients and further your career within a professional, client‑focused brokerage, we’d love to hear from you.