Insurance Account Handler

Cameron James Professional Recruitment; Lichfield; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Parking

Birthday off

26 days holiday

Job summary

Cameron James Professional Recruitment seeks a Senior Account Handler in Lichfield to manage commercial and personal insurance policies from quote through renewal. You will obtain quotes via insurer portals and Acturis, maintain accurate client records, and coordinate invoicing for new business and renewals.

The role requires independent working, strong negotiation, and timely response to client queries, with occasional off-site meetings. Office-based, 5 days/week, salary up to around £50k DOE.

Qualifications

• Experience handling commercial and personal insurances.
• Familiarity with insurer portals and Acturis.
• Ability to manage policy records from quote to renewal.
• Strong client communication and negotiation skills.

Responsibilities

• Handle commercial and personal insurance portfolios from quote to renewal.
• Obtain quotations via insurer portals and Acturis.
• Add and update client policy records in Acturis.
• Invoicing for new business, renewals and mid-term adjustments.
• Respond promptly to emails and phone queries and prepare client letters.
• Attend client meetings off site when required.

Skills

Commercial insurance

Acturis

Quotations

Negotiation

Client management

Tools

Acturis

Job description

Commercial Insurance Account Handler - Lichfield office based 5 days per week

Overview of Benefits of the position – Salary negotiable DOE to c 50k

Free Car parking or parking permit

26 days holiday plus Birthday off

Overview of Job Specification as below;

SENIOR ACCOUNT HANDLER

JOB DESCRIPTION

• Account Handler for all types of commercial & personal insurances ranging from single policy to business portfolios ( e.g. Motor, Motor Fleet, Commercial Combined, Household, High Net Worth, Travel, Liability, Property, PI, LE, Marine etc .. ) for new business, adjustments and renewals
• Obtaining quotations from insurer portals, Acturis quote system & manual marketing
• Adding client policy records to Acturis
• Updating Acturis policy records with any changes
• Ownership of policy from start to finalising cover
• Checking policy cover and endorsement wordings
• Invoicing new business, renewals, mid-term adjustments
• Responsible for creating and managing own tasks with regular updates to clients & Directors
• Hands on approach with insurers, clients & Directors
• Responding to all email and phone queries in a timely manner
• Writing letters to clients
• Independent working and learning
• Negotiating favourable policy terms on behalf of clients
• From time to time, attending client meetings off site
• Preparing meeting notes
• Efficient use of Acturis system ( full training will be given )
• Submitting a weekly work return
• Working as part of team
• Critical thinking and problem solving