Insurance Account Handler

Mantra Insurance; London; On-site; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Company Pension

Private Medical Insurance

25 Days Holiday

24/7 Access to Virtual GP

Cycle to Work Scheme

Job summary

An insurance consultancy in London seeks an Insurance Consultant to service client accounts, focusing on management, communication, and administration. This role offers a chance to develop skills while working closely with clients, preparing documents, and ensuring compliance. The ideal candidate will have experience in financial services and a customer-oriented mindset.

Qualifications

• Proven ability to communicate clearly and effectively with both clients and internal teams.
• Background within insurance or financial services.
• Familiarity with general insurance processes.
• Experience working with insurance documents including new business presentations and mid-term adjustments.
• Strong administrative capabilities and maintaining organized records.
• Demonstrated ability to handle multiple tasks while meeting tight deadlines.

Responsibilities

• Service appointed client accounts, including relationship building and administration.
• Prepare new business presentations and handle mid-term adjustments.
• Ensure client details are accurately recorded on the in-house system.
• Look after insurer queries for client policies.
• Manage account queries and credit control matters.

Skills

Communication

Administration

Time Management

Customer Service

Education

Background in insurance or financial services

Cert CII qualification or working towards it

Tools

Acturis

Microsoft Office

Job description

Direct message the job poster from Mantra Insurance

Talent Partner @ Begbies Traynor Group | HR, Early Careers, Recruitment, Employee Experience |

You will be working alongside an established and experienced team who will support you. You will service appointed client accounts throughout the year, including the renewal process. This could include client contact and relationship building, administration, preparation of presentations to insurers, negotiating premiums with underwriters and processing adjustments and other documentation as required. The role is extremely varied providing the opportunity to learn a range of skills.

Key Responsibilities

• Alongside your team, you will focus entirely on the support needs of your clients. This is why you will be a great communicator and have the customer needs at the centre of your actions, being the catalyst between the Mortgages and Commercial Finance team to drive business forward.
• The role will mean preparing new business presentations, creating renewal documents and handling the mid-term adjustments. Strong administration skills will show us your true potential.
• A key part of your role will be to ensure client details are accurately recorded and entered on to our in-house system – Acturis. This allows us to keep records updated for audit and compliance purposes.
• Client deadlines and the ability to adopt organisational excellence is very important, allowing you to ensure cover is in place by the required date, meeting client needs. To do this you will be required to demonstrate exceptional time-keeping ability and a practical approach to multi-tasking.
• On a day-to-day basis, you will look after insurer queries for client policies, assisting clients with their queries relating to existing policies and liaising with insurers regarding potential changes and new terms for policies. You will be required to confirm cover with relevant insurers, process policies and chase up outstanding documentation when required.
• An important task is the management of account queries and credit control matters which you will help in highlighting any concerns with clients, whilst preparing invoices and other documentation.
• Understanding and application of legal and regulatory policies as required by our governing body, and working in line with the Mantra Employee Handbook.

Person Specification:

• Proven ability to communicate clearly and effectively with both clients and internal teams.
• Background within insurance or financial services.
• Familiarity with general insurance processes.
• Experience working with a variety of insurance documents, including new business presentations, renewals, and mid-term adjustments (MTAs).
• Strong administrative capabilities, including accurate document preparation, data entry, and maintaining organised records.
• Proficient in using Acturis or a similar insurance management system (highly desirable).
• Demonstrated ability to handle multiple tasks simultaneously while meeting tight deadlines.
• Good understanding of FCA regulations and compliance requirements within the insurance sector.
• Experience working in a regulated environment and adhering to internal policies and procedures
• Competent in Microsoft Office applications, particularly Word, Excel, and Outlook.
• Experience in preparing invoices and managing credit control or resolving account queries.
• Cert CII qualified or working towards a Chartered Insurance Institute qualification (desirable but not essential).

In order to be successful, you will have a good customer service focus, the ability to identify risk/issues and seek advice/consultation when required, good communication and interpersonal skills, accuracy and attention to detail.

• Company Pension
• Private Medical Insurance + health assessment
• 25 days holiday
• 24/7 Access to virtual GP + Mental Health Support
• Cycle to work Scheme
• Option to Buy Holidays + Roll over up to 5 Annually
• Social events throughout the year

About Mantra Insurance

At Mantra Insurance, we put clients first, offering personalised, expert advice and tailored insurance solutions that truly meet their needs. Whether for private or commercial coverage, we go beyond standard brokerage by delivering bespoke packages and exceptional service.

• Private Insurance: From life and medical insurance to high-value asset coverage (art, vehicles, property), we provide protection that fits each client's lifestyle and budget.
• Commercial Insurance: With deep industry insight, we help businesses manage risk, secure appropriate coverage, and maintain competitive premiums.

Our team is made up of experienced, knowledgeable professionals committed to delivering outstanding support and building long-term client relationships.

Mantra Group is a part of Begbies Traynor Group

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Consulting

• Industries

  Insurance

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