Insurance Account Handler — Client Care & Policy Admin

David Roberts & Partners (Insurance Brokers) Ltd; Birmingham; Vor Ort; GBP 22.000 - 28.000; Vollzeit

Benefits dieser Stelle

25 days holiday + birthday leave

Pension scheme

Enhanced family leave

Life cover

Income protection

Cycle to Work Scheme

Zusammenfassung

David Roberts and Partners provides client-focused insurance broking services across the UK, with a strong emphasis on policy lifecycle management and compliance. We are seeking an Insurance Account Handler to support clients and Account Executives, delivering accurate administration and excellent service.

You will work in a fast-paced environment, building relationships with insurers and clients while maintaining detailed records and regulatory adherence.

Qualifikationen

• Experience in insurance broking or underwriting environments.
• Strong organisational skills and attention to detail.
• Confident written and verbal communication; able to manage multiple tasks.

Aufgaben

• Act as a primary point of contact for clients, handling enquiries promptly and professionally
• Manage the administration of new business, renewals, mid-term adjustments, and cancellations
• Prepare insurance documentation including schedules, endorsements, certificates, and invoices
• Liaise with insurers and underwriters to obtain quotations, negotiate terms, and confirm cover
• Ensure all client and policy records are accurate and compliant with regulatory requirements
• Support Account Executives with renewal presentations and insurer negotiations
• Identify opportunities to cross-sell or up-sell products where appropriate
• Handle client queries and issues, escalating complex cases when required
• Maintain excellent knowledge of products, insurers, and market developments
• Ensure adherence to FCA regulations, Treating Customers Fairly (TCF), and company procedures

Kenntnisse

Insurance broking

Underwriting

Ausbildung

GCSEs including English and Maths

Cert CII (desirable)

Tools

Microsoft Office

Insurance systems

Jobbeschreibung

David Roberts and Partners provides client-focused insurance broking services across the UK, with a strong emphasis on policy lifecycle management and compliance. We are seeking an Insurance Account Handler to support clients and Account Executives, delivering accurate administration and excellent service.

You will work in a fast-paced environment, building relationships with insurers and clients while maintaining detailed records and regulatory adherence.