Senior Insurance Account Manager

Brooks Macdonald Group; Altrincham; On-site; GBP 25,000 - 38,000; Full time

Benefits offered by this job

Flexible working

Job summary

Brooks Macdonald Group plc is seeking an experienced Insurance Administration professional to support the Head of Insurance and a broader team. You will manage an allocated client portfolio, handle renewals and mid-term changes, and act as a senior contact for clients and introducers, ensuring timely and accurate servicing.

The role emphasizes clear communication with insurers, timely documentation, and effective onboarding of new clients. Flexibility and regulatory awareness are key.

Qualifications

• Previous experience in an insurance brokerage in an Account Handler, Senior Account Handler or comparable client-servicing role is highly desirable.
• Experience managing renewals, mid-term adjustments, claims and new business activity with a strong focus on client service and ownership.
• Confidence dealing directly with insurers, underwriters, clients and professional introducers, including more complex queries.
• Ability to prioritise a portfolio of client work, use sound judgement and elevate risks or issues appropriately.
• Strong communication skills with the ability to explain insurance information clearly and professionally.
• Experience in a similar role as a Team Administrator within an Insurance Brokerage essential.
• Demonstrable interest in and understanding of insurance products.
• Proven organisation, planning and prioritising skills.
• Demonstrable level of attention to detail.

Responsibilities

• Open, scan and save post to client files.
• Act as a senior point of contact for clients and introducers, providing a responsive and professional service by phone and email.
• Take ownership of an allocated portfolio of client accounts, ensuring servicing activity is progressed accurately and within agreed priorities.
• Manage the end-to-end handling of renewals, new business enquiries, mid-term adjustments and claims, keeping clients, introducers and colleagues updated throughout.
• Review client requirements, policy information and insurer documentation, identifying gaps, discrepancies or areas requiring further action and escalating where appropriate.
• Liaise with insurers and underwriters to obtain quotations, negotiate terms and progress cover in line with client requirements.
• Provide clear explanations of policy terms, cover, exclusions and relevant options to support informed client decisions within the scope of the role.
• Prepare renewal and client review information, ensuring records and supporting documentation are accurate and complete.
• Stay on top of workflow queues, prioritise competing client requirements and proactively follow up outstanding actions.
• Support the Head of Brooks Insurance Brokers with complex cases, client matters and day-to-day account management activity.
• Book meetings for the Head of Brooks Insurance Brokers and assist with meeting preparation, including printing and binding client and introducer reports and presentations.
• Liaise with appropriate teams for the effective onboarding of new clients and ensure a smooth handover into ongoing servicing.
• Accept daily payments into the business and take payment from clients where required, following relevant processes and controls.
• Complete client Sanctions Searches and Vulnerability Checks and maintain accurate client records.
• Build strong relationships with colleagues across the business to support the ongoing success of inter-company referrals.
• Share knowledge and provide day-to-day guidance to less experienced colleagues, helping to maintain high service and administration standards across the team.
• Identify opportunities to improve processes, client service and team efficiency, raising suggestions with the Head of Insurance.
• Perform the role at all times in line with internal procedures, regulatory requirements and the expected behaviours stated in the FCA Conduct Rules

Skills

Account Handling

Client Servicing

Insurance Knowledge

Communication Skills

Prioritisation

Tools

Acturis

Job description

Brooks Macdonald Group plc is seeking an experienced Insurance Administration professional to support the Head of Insurance and a broader team. You will manage an allocated client portfolio, handle renewals and mid-term changes, and act as a senior contact for clients and introducers, ensuring timely and accurate servicing.

The role emphasizes clear communication with insurers, timely documentation, and effective onboarding of new clients. Flexibility and regulatory awareness are key.