Trainee Account Handler

Jensten Group; Northstowe; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading insurance intermediary group in Northstowe is looking for a Trainee Commercial Account Handler. This role offers full support and training, helping you advise clients on their business insurance needs. Key responsibilities include supporting Account Executives, processing adjustments, and managing client enquiries. Ideal for enthusiastic candidates ready to grow within a dynamic environment. Experience in customer service is crucial, along with a desire to develop a career in insurance.

Benefits

27 days annual leave + bank holidays

Pension scheme with 5% employer match

Flexible benefits

Group Life Assurance

Paid maternity, paternity & adoption leave

Professional qualification support

Work perks and discounts

Holiday purchase scheme

Qualifications

• Strong diary management and customer service skills.
• Ability to plan and organise effectively.
• Experience in customer service is essential.

Responsibilities

• Provide administration support for Account Executives.
• Process mid-term adjustments and quarterly declarations.
• Manage client's day-to-day enquiries promptly.

Skills

Diary management

Customer service

Microsoft Word

Microsoft Excel

Microsoft Outlook

Acturis use

Education

CII Qualifications (or desire to pursue)

Job description

As a Trainee, you will be given full support and training to learn about our Commercial products and be able to advise a multitude of Clients on their business insurance needs. You'll be guided by experienced colleagues and have access to structured development to help you build confidence and capability in your role. If you're enthusiastic, proactive, and ready to grow within a supportive and dynamic environment, this could be the perfect role for you. Key objectives & responsibilities will include:

• Provide administration support for Account Executives as and when required in obtaining new business quotations and arranging cover - checking new policy documentation for accuracy and forwarding to clients or liaising with insurers
• Processing mid‑term adjustments and quarterly declarations
• Dealing with clients’ day to day enquiries on a daily basis, responding promptly and managing expectations
• Referring to relevant Account Executives, Broking Technicians / Account Handlers and Directors over any technical queries
• Negotiating and inviting renewal of allocated client’s policies
• Ensuring all Client records reflect the current risk on cover at all‑time including accuracy of sums insured, perils, excesses, extensions and exclusions
• Attain cross‑sell / up‑sell on policies
• Liaising with Claims dept over claims queries / reports

Are you looking to take the next step in your career-or perhaps just starting out and eager to learn? We’re excited to offer a fantastic opportunity for a Commercial Account Handler to join our team. Whether you bring years of industry experience or are looking to begin your journey in the commercial insurance sector, we’d love to hear from you. We’re open to considering candidates at all levels, from seasoned professionals to those with transferable skills and a passion for customer service. While we would love to hear from candidates with Commercial Insurance backgrounds, this could also be the perfect opportunity for those with Personal Lines experience who are looking to progress into a Commercial Account Handler role.

Whatever your background, you will have strong diary management and customer service skills, be able to plan and organise effectively and work to deadlines. Other skills/requirements:

• A good understanding of Microsoft Word, Excel and Outlook
• A sincere interest in developing a career within the insurance/broking sector
• Customer service experience
• CII Qualifications, or the desire to work towards these
• Experience using Acturis (advantageous)

One Broker Group (part of the Jensten Group) services commercial and personal clients across East Anglia, with a focus on business, property and haulage. The business has also built an impressive range of specialist schemes with national distribution, including solutions for private ambulances, community‑led housing, community assets, thatched homes and classic cars.

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.

Benefits

• 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