Insurance Account Manager – Personal & SME

Tasker & Partners; Newbury; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

27 days annual leave

Pension scheme

Flex-benefits

Life Assurance

Maternity/Paternity/Adoption leave (3m

Study support

Perks at work discounts

Holiday buy/sell

Job summary

Melville Burbage, part of the Jensten Group, is recruiting an Account Handler to join our Newbury team. You will manage your own portfolio of Personal Lines and some SME accounts, delivering outstanding client service as the main point of contact for clients and insurers.

The role is based in Newbury town centre, 9:00–17:00, Monday–Friday, with no weekends, offering a healthy work-life balance and free onsite parking. Experience in insurance and Acturis is desirable.

Qualifications

• Home and/or Motor insurance experience (both would be advantageous)
• Organised, proactive and comfortable managing multiple priorities while maintaining a high level of accuracy
• CII qualifications, or a desire to work towards these
• Experience using Acturis (advantageous)

Responsibilities

• Handle a range of Personal Lines (Home and Motor) policies and some SME Commercial accounts
• Manage your own client portfolio, acting as the primary point of contact and building long-term relationships
• Obtain new business quotations and arrange cover, check policy documents for accuracy and liaise with insurers as needed
• Process mid-term adjustments and quarterly declarations
• Respond promptly to day-to-day client enquiries and keep clients informed
• Refer technical queries to Account Executives or Directors as appropriate
• Negotiate and invite renewal of allocated client policies; identify cross-selling opportunities
• Manage client claims queries and liaise with insurers to support clients through the claims process

Skills

Insurance knowledge

Relationship building

Account management

Education

CII qualifications

Tools

Acturis

Job description

Melville Burbage, part of the Jensten Group, is recruiting an Account Handler to join our Newbury team. You will manage your own portfolio of Personal Lines and some SME accounts, delivering outstanding client service as the main point of contact for clients and insurers.

The role is based in Newbury town centre, 9:00–17:00, Monday–Friday, with no weekends, offering a healthy work-life balance and free onsite parking. Experience in insurance and Acturis is desirable.