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Insurance Account Handler
- Aggregated by CV-Library
- East Grinstead, West Sussex
- Permanent
- Full Time
- £35,000 - £45,000 Per Annum
Job 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
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