Real Estate Account Handler

IDEX Consulting; Leicester; Hybrid; GBP 28,000 - 42,000; Full time

Benefits offered by this job

Flexible/hybrid working

Professional development support

Funding for qualifications

Job summary

IDEX Consulting has an exciting opening for an Account Handler within its property & real estate insurance practice in the UK. You will manage day-to-day servicing for a diverse portfolio including landlords, developers, managing agents, and investors.

You'll handle renewals, MTAs and new business, quote with insurers, and maintain robust records while supporting the team with client communications. Hybrid/flexible working is offered.

Qualifications

• Previous experience as an Account Handler in commercial insurance.
• Knowledge of property-related risks and insurance products is preferred.
• Excellent attention to detail and organisational skills.

Responsibilities

• Manage day-to-day servicing of property and real estate insurance accounts.
• Handle renewals, MTAs, and new business processing.
• Liaise with insurers to obtain quotes and secure coverage.
• Maintain documentation and regulatory compliance.
• Build relationships with clients, Account Executives, and underwriters.
• Support placement strategies and client communications.

Skills

Commercial insurance experience

Property/real estate knowledge

Client relationship management

Attention to detail

Communication skills

Cert CII (or in progress)

Job description

Are you an experienced Account Handler with a passion for delivering exceptional client service?
Do you thrive in the fast-paced world of property and real estate insurance?
We're working with a leading independent insurance broker that is expanding its specialist property & real estate division. This is an exciting opportunity to join a high-performing, supportive team and work with a diverse portfolio of property clients - including landlords, developers, managing agents, and real estate investors.

Key Responsibilities

• Manage day-to-day servicing of property and real estate insurance accounts
• Handle renewals, mid-term adjustments (MTAs), and new business processing
• Liaise with insurers to obtain quotes, negotiate terms, and secure competitive coverage
• Maintain accurate documentation and ensure compliance with regulatory standards
• Build strong relationships with clients, Account Executives, and underwriters
• Support the wider team with placement strategies and client communication

What we're looking for:

• Previous experience as an Account Handler in commercial insurance (property or real estate experience preferred)
• Strong knowledge of property-related risks and insurance products
• Excellent attention to detail and organisational skills
• Confident communicator with a client-first mindset
• Cert CII qualification (or working towards) is a bonus

What's on offer:

• Competitive salary
• Flexible/hybrid working arrangements
• Opportunities for professional development and funded qualifications
• A supportive, collaborative culture with real room to grow
• The chance to work with high-profile property clients and complex cases

If you're looking for a fresh challenge with a broker that values your expertise and supports your progression, we'd love to hear from you.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.