Account Handler
New vacancy.
This role presents an excellent opportunity for someone looking to develop their career within the insurance brokerage industry while working in a dynamic and supportive environment.
Role overview
As an Account Handler, you will be responsible for:
- Managing client insurance needs, including renewals, mid-term adjustments, and obtaining quotations.
- Arranging and securing appropriate cover while identifying cross-sell opportunities.
- Maintaining strong relationships with clients, insurers, and internal stakeholders.
- Accurately managing records for compliance and audit purposes.
- Handling client claims and liaising with the in-house claims team when required.
- Ensuring premium finance options are presented effectively to clients.
- Always adhering to regulatory and compliance requirements.
Skills & experience required
- Minimum Cert CII qualification (or willingness to achieve within two years).
- 3 years’ experience in a similar insurance role.
- Strong communication, negotiation, and problem-solving skills.
- Highly organised and target-driven with excellent attention to detail.
- Confident telephone manner and ability to build strong client relationships.
- Knowledge of the Financial Services market, insurer products, and regulatory framework.
- Experience using Acturis is desirable.
Location
Acocks Green, Birmingham