Insurance Broker

Commercial Insurance Account Handler – Alcester
Base Salary to 50k DOE Neg, Hybrid, Private Medical & Flex Benefits
As an Account Handler, you'll be crucial in providing excellent client service by managing insurance portfolios and offering tailored solutions. You'll collaborate closely with Account Executives to ensure clients receive expert advice, efficient policy administration, and exceptional service. Your ability to build strong client relationships, ensure compliance, and contribute to team success will be key to driving retention and business growth.
Joining our client means becoming part of an industry-leading team that puts people first. They are committed to creating a work culture that values entrepreneurial spirit and adaptability
What you can expect:
• Career Growth: Ample opportunities to advance within a leading insurance firm.
• Flexibility: Work arrangements designed to support your work-life balance, allowing you to excel in all areas.
• Supportive Culture: A collaborative environment where teamwork and professional development are highly valued.
Key Responsibilities
• Client Management: Deliver high-quality service by promptly addressing client queries, building strong relationships, and managing policy renewals with accuracy. Provide expert advice and identify opportunities to enhance client coverage.
• Policy Administration: Handle new business, renewals, endorsements, and cancellations. Ensure policy documentation and client records are accurate and up to date.
• Insurer Negotiation: Liaise with insurers to secure favourable terms, negotiating premiums and coverage to achieve the best outcomes for clients.
• Compliance and Regulation: Ensure all activities align with FCA regulations and company compliance standards. Stay informed of regulatory and market changes.
• Collaboration and Teamwork: Work closely with Account Executives and colleagues to provide seamless client support, share knowledge, and mentor less experienced team members.
About You
Attributes, Skills, and Qualifications
Candidates must meet the essential criteria through relevant experience or demonstrated transferable skills. However, desirable attributes, skills, and qualifications will be considered a strong advantage.
We welcome candidates with medium to advanced experience in commercial insurance, capable of handling a diverse range of policy types.
Experience and Qualifications:
• Essential:
o Experience in a commercial insurance account handling role.
o Knowledge of commercial insurance products and markets.
o Proficiency in insurance platforms and client management systems.
o Strong understanding of FCA regulations and Consumer Duty obligations.
• Desirable:
o ACII qualification or willingness to work towards it.
o Experience with Acturis or similar systems.
Key Skills and Attributes:
• Strong organizational and multitasking abilities.
• Excellent communication and client relationship skills.
• Attention to detail and a commitment to professionalism.
• Proactive, solution-oriented mindset.
• A collaborative team player.
Right to Work:
Candidates must have the legal right to work in the UK.
Benefits
Our client knows that great teams, career growth, and a supportive work environment are key to your success. Alongside a competitive salary, our clients offer a range of benefits designed to support your wellbeing, work-life balance, and future.
• Wellbeing Support: Access our Wellbeing Hub, Employee Assistance Programme, and Group Medical Insurance, plus gym membership discounts and an eye care scheme.
• Flexible Work-Life Balance: Enjoy hybrid working, up to 27 days of annual leave (increasing with service), plus the option to buy extra days.
• Future Planning: Benefit from a contributory pension, Group Life Assurance, and Income Protection for added peace of mind.
• Rewards & Recognition: Earn bonuses for successful referrals and professional qualifications.
• Giving Back: Take volunteer days to support causes that matter to you.
If you wish to apply for the position please click on the link or contact David Helliwell at Cameron James Professional recruitment for a Confidential Discussion