Technical Account Handler

IPS Group Limited; Coventry; On-site; GBP 60,000 - 80,000; Full time

Job summary

A specialist brokerage is looking for a Technical Account Handler in Coventry to support the operational side of broking. You will be responsible for ensuring smooth policy processes, preparing documents, reconciling invoices, and producing Management Information reports. Ideal candidates will have strong attention to detail and experience in insurance admin. This role offers a stable working environment without the pressure of client interactions, perfect for those who prefer technical tasks.

Qualifications

• Previous experience in insurance admin or technical broking support.
• Good knowledge of policy documentation and settlements.
• Ability to manage workload independently.

Responsibilities

• Ensure smooth running of policy and operational processes.
• Prepare and issue policy documents and handle payment processes.
• Produce Management Information reports regularly.

Skills

Insurance administration

Technical broking support

Attention to detail

Data management

Organizational skills

Job description

Overview

I’m working with a really strong specialist brokerage in Warwick who are looking to bring in a Technical Account Handler. This is a non-client-facing role, so it’s ideal for someone who prefers the technical and operational side of broking rather than being on the phones or in meetings all day. The business focuses on medical indemnity and works with A-rated insurers, has an excellent reputation, and offers a stable, supportive team environment.

Responsibilities

• Involve in the smooth running of all policy and operational processes.
• Prepare and issue policy documents, check accuracy before binding, and handle all payment processes such as BACS, card payments, and finance agreements.
• Reconcile insurer invoices, approve settlements, and ensure everything ties up correctly.
• Produce Management Information (MI) – run weekly, monthly, quarterly and annual reports; prepare renewal information ahead of each cycle.
• Track claims activity, update the system, and flag any items that need attention.
• Complete general admin and operational tasks to keep the team working smoothly.

Qualifications

• Previous experience in insurance admin or technical broking support, ideally within professional risks or another specialist area.
• Good knowledge of policy documentation, bindings and settlements.
• Confidence working with data; strong attention to detail; good organisation.
• Ability to manage own workload independently.
• Experience with MI reports or claims is helpful but not mandatory.