Trainee Account Handler

Employment Specialists; Ipswich; Hybrid; GBP 18,000 - 24,000; Full time

Job summary

Employment Specialists is seeking a Trainee Commercial Account Handler in Ipswich. The role offers hybrid work from home and office, with on-the-job training to build a long-term career in insurance.

Ideal candidates have an insurance background or exposure and a proactive, client-focused approach. You will learn from experienced colleagues while supporting your Account Executive and managing client portfolios.

Qualifications

• Insurance background or exposure is essential.
• Willingness to learn and develop in insurance broking.
• Confidence when liaising with clients.
• Can-do attitude and reliability.
• Good organisational abilities and attention to detail.

Responsibilities

• Manage your portfolio of clients and support your Account Executive.
• Provide day-to-day insurance technical and advisory service to clients.
• Assist in renewal processes and prepare renewal schedules.
• Negotiate quotations and respond to new business enquiries.
• Handle documentation, invoices, and ensure smooth renewals for clients.

Skills

Insurance knowledge

Willingness to learn

Client communication

Positive attitude

Organisational skills

Job description

Our successful Insurance Broking client is looking to recruit a Trainee Commercial Account Handler into their busy and friendly team.

This is a good opportunity to get first class training in order to continue your long term Insurance career and to work with some major Corporate clients.

The team has many experienced people who are able to help you learn and develop as well as to explain all about the Industry and their way of working.

You will work closely with your portfolio of Clients and support your Account Executive.

This role can be performed on a hybrid basis, working from home and their office.

Following training, the main responsibilities of the Account Handler role include:

• Handling your portfolio of Clients
• Providing day to day Insurance technical and advisory service to your Clients
• Supporting your Account Executive through the Renewal process
• Preparing renewal schedules and contact clients prior to renewal
• Negotiate alternative quotes, prior to renewal dates, where appropriate
• Deal with all documentation, invoices, credit notes, etc ensuring a smooth and trouble-free renewal for the client
• Answering incoming new business enquiries and prepare new business quotations
• Handling queries from Clients and meeting them to ensure first class Service

To be a successful Account Handler you will demonstrate:

• An Insurance background
• A keen willingness to learn
• Confidence when liaising with Clients
• A willing 'can do' attitude
• Good organisational ability

Trainee Account Handler Ipswich, Suffolk

Full-time