Insurance Account Handler


Details:
  • Salary: £35,000 - 45,000 - Annum
  • Job Type: Permanent
  • Job Status: Full-Time
  • Salary Per: Annum
  • Location: East Grinstead West Sussex
  • Date: 4 days ago
Description:

Account Handler – Commercial Insurance (Property Owners)

About the Role

We're looking for an experienced and customer-focused Account Handler to join our growing commercial insurance team. This is an excellent opportunity for someone who enjoys building strong client relationships and managing a portfolio of property owner clients, providing expert advice and exceptional service throughout the insurance lifecycle.

You'll work with clients whose annual insurance premiums typically range from approximately £1,500 to £30,000, handling renewals, mid-term adjustments, claims support and insurer negotiations to deliver the best possible outcomes.

Key Responsibilities

* Manage a portfolio of property owner insurance clients with annual premiums ranging from approximately £1,500 to £30,000, delivering a high standard of service.

* Prepare and issue renewal invitations 2–3 weeks before renewal dates, carrying out market reviews and re-broking exercises where appropriate for property owner clients with premiums ranging from approximately £1,500 to £30,000.

* Build and develop relationships with existing clients while identifying opportunities to retain and grow accounts.

* Prepare accurate market presentations and negotiate with insurers to obtain competitive terms.

* Handle mid-term adjustments efficiently and accurately.

* Review policy documentation to ensure accuracy before issuing to clients.

* Support clients throughout the claims process, ensuring a positive customer experience.

* Maintain accurate client records and ensure all FCA and company compliance procedures are followed.

* Assist with other office duties as required.

About You

You'll ideally have:

* Previous experience as a Commercial Account Handler or in a similar insurance role.

* Experience dealing with property owners' insurance or commercial property portfolios.

* A good understanding of FCA regulations and commercial insurance practices.

* Cert CII qualification (or be actively working towards it).

* Excellent communication and relationship-building skills.

* Strong organisational skills with the ability to manage multiple priorities.

* Confidence dealing with insurers and clients over the phone and by email.

* Good IT skills and experience using insurance broking systems and insurer extranets.

What We Offer

* Competitive salary, dependent on experience.

* Support towards professional qualifications.

* Career development opportunities within a growing business.

* A friendly, supportive and collaborative working environment.

* Hybrid/flexible working (where applicable).

* Company benefits package.

Apply Now

If you're an experienced Commercial Account Handler looking to work with a diverse portfolio of property owner clients and further your career within a professional, client-focused brokerage, we'd love to hear from you

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