Trainee Account Handler

Tasker & Partners; Leatherhead; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading insurance firm in Leatherhead is seeking a Trainee Account Handler to join their Commercial team. This full-time position offers the opportunity to learn the insurance industry while providing excellent client service. You'll receive full training and develop your skills in a supportive environment. Benefits include a competitive salary, generous leave policies, and professional qualification support. Ideal for those looking to build a career in insurance.

Benefits

Competitive salary with annual pay review

27 days annual leave plus bank holidays

Excellent pension scheme (5% matched contribution)

Flexible benefits

Group Life Assurance cover

Paid maternity, paternity & adoption leave

Professional qualification study support

Discounts on various items

Holiday purchase scheme

Qualifications

• Previous work experience in a professional office environment is desirable.
• A sincere interest in developing a career within the insurance/broking sector.
• Desire to work towards CII Qualifications.

Responsibilities

• Working closely with Account Executive to deliver tailored insurance solutions.
• Supporting handling of renewals, mid-term adjustments, and new business.
• Preparing renewal quotations and following up with customers.
• Building strong relationships with clients via phone and email.
• Managing a variety of administrative tasks and keeping accurate records.

Skills

Communication skills

Problem-solving skills

Attention to detail

Microsoft Office (Word, Excel, Outlook)

Job description

Due to continued growth, Basil Fry (part of the Jensten Group) is seeking an additional Trainee Account Handler to join our friendly and client-focused Commercial team.

Founded in 1970, Basil Fry has built an in-depth knowledge of the removals, storage, and self-storage industries. Over more than fifty years of trading, our expertise has enabled us to deliver a broad range of specialist insurance solutions, in-house claims services, and market-leading risk management support.

You’ll be working within a team of approximately 20, and a wider office of 45, based at our modern Leatherhead site—just a short walk from the station and bus routes. This is a full-time, office-based role, Monday to Friday, 9:00 am to 5:15 pm.

Key objectives & responsibilities

As a Trainee Account Handler, you’ll join a supportive team where you’ll receive full training to build your skills and confidence. This is a fantastic opportunity to learn the insurance industry from the ground up while contributing to the success of the business. Your role will grow as you progress, but will include:

• Working closely with your Account Executive to deliver tailored insurance solutions and risk management advice
• Supporting the handling of renewals, mid-term adjustments, and new business by learning how to assess risk, gather client details, and liaise with insurers
• Preparing renewal quotations and following up with customers to help achieve retention and growth targets
• Building strong relationships with clients and learning how to provide solutions via phone and email
• Responding promptly to client queries under supervision and keeping accurate records of all communications
• Managing a variety of administrative tasks, including processing documentation, updating systems, and maintaining accurate records
• Answering incoming calls and directing queries to the right team members, ensuring every client receives excellent service
• Supporting credit control activities by monitoring outstanding payments and assisting with follow-up communications
• Ensuring compliance with internal procedures, customer service standards, and external regulations (e.g., FCA)

About you

As one of our Trainee Account Handlers, you’ll have excellent communication and written skills with a keen eye for detail. Previous insurance experience is not required, but you should have:

• Work experience gained in a professional office environment (desirable)
• An understanding of Microsoft Word, Excel and Outlook
• Strong communication and problem-solving skills
• A sincere interest in developing a career within the insurance/broking sector
• A desire to work towards CII Qualifications (fully supported)

Rewards & Benefits

When you join us,you can expecta supportive cultureandanattractive range ofrewards and benefitswhich include:

• Competitive salary with an annual pay review and bonus scheme.
• 27 days annual leave (includes a day off for your birthday and another for a religious holiday of your choice) + bank holidays
• Auto enrolment into our excellent pension scheme (5% employer matched contribution)
• Flex-benefits- A range of flexible benefits to choose from, that are most important to you
• Group Life Assurance cover
• 3 months Maternity, Paternity & Adoption leave all fully paid
• Professional qualification study support relevant to your role and career
• Perks at work- amazing discounts on cinema tickets, meals out, luxury items etc.
• Holiday purchase scheme- up to 5 days annually

About Us:

Jensten is one of the UK’s leading insurance intermediary groups, known for putting clients and people first. Since launching in 2018, we’ve built a standout business in a crowded marketplace—combining scale, expertise, and entrepreneurial spirit.

Operating through six specialist divisions—Network Broking, Regional Broking, Schemes Broking, Specialist Lines, London Market Broking, and Underwriting—we deliver tailored insurance solutions directly to clients and through a network of trusted third-party broking partners.

Thanks to a combination of strong organic growth and strategic acquisitions, Jensten is now a Top 10 Independent Broker, placing over £650 million GWP into the market. We employ more than 1,000 people across 35 locations and work with 85 entrepreneurial franchise holders across the UK.

We fill the gap between large consolidators and local brokers—offering the scale and capability to compete at the highest level, while maintaining the agility, culture, and client focus of a truly independent business.

And that’s why you should join us.