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Our client is seeking an experienced Account Handler to join their team, managing a portfolio of Commercial and Property clients while delivering high-quality insurance service and effective policy management. The role involves managing insurance portfolios, supporting client relationships, and ensuring all activity meets industry and regulatory standards. This position offers the opportunity to work within a collaborative team, providing tailored insurance solutions across the property sector.
Job Responsibility:
Deliver a high level of service, responding promptly and professionally to client queries
Build and maintain strong client relationships, understanding individual insurance needs
Assist in the preparation, renewal, and maintenance of insurance policies to ensure accuracy and continuity of cover
Provide advice on a range of insurance products and identify opportunities to enhance client coverage
Liaise with insurers to secure competitive terms and negotiate premiums on behalf of clients
Process new business, renewals, endorsements, and cancellations within agreed timelines
Review and check the accuracy of policy documentation, terms, and conditions
Ensure compliance with FCA regulations and company standards
Collaborate with Account Executives and other team members to deliver consistent client support
Manage a portfolio of clients within the Residential Property Owners sector, including D&O and Engineering covers
Maintain accurate and up-to-date client records in line with company policy
Attend client offices across the UK when required to strengthen relationships and support service delivery
Contribute to operational efficiency and the overall success of the Property team
Requirements:
Previous experience in a similar Account Handler role within insurance
Strong knowledge of commercial insurance products and markets
Experience using insurance platforms or CRM systems
Good understanding of FCA compliance and regulatory responsibilities
Proven track record of maintaining documentation accuracy and compliance standards
CII qualification (or working towards) and experience with Acturis or similar systems (desirable)
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