Account Handler

Position: Account Handler (Permanent)
About the Role

We are seeking an experienced and client-focused Insurance Account Handler / Client Executive to play a key role in supporting our clients and delivering exceptional insurance solutions. This position requires strong technical insurance knowledge, excellent customer service skills, and a keen eye for detail.

You will work closely with clients, underwriters, and internal teams to ensure policies are accurately managed, compliant, and tailored to clients’ evolving needs.

Key Responsibilities

Client Relationship Management

* Act as the primary point of contact for client enquiries and requests

* Build and maintain strong, long-term client relationships

* Understand client insurance needs and provide tailored advice and solutions

Policy Management

* Support clients with policy enquiries, changes, and renewals

* Ensure accuracy of policy documentation, endorsements, and certificates

* Liaise with underwriters to negotiate and secure appropriate coverage terms

Risk Assessment & Analysis

* Analyse client risk profiles to identify coverage gaps and improvement opportunities

* Stay informed on industry trends, emerging risks, and regulatory developments

Compliance & Regulation

* Ensure all policies comply with industry regulations and contractual obligations

* Keep clients informed of regulatory changes and their impact

Documentation & Reporting

* Maintain accurate and well-organised electronic client files

* Prepare and deliver portfolio reports to clients as required

New Business & Growth

* Identify opportunities for upselling and cross-selling insurance products

* Collaborate with colleagues to support business growth initiatives

Customer Service Excellence

* Deliver outstanding customer service, responding promptly and professionally

* Ensure high levels of client satisfaction and retention

Quality Assurance

* Conduct peer quality checks to minimise errors and ensure accuracy

* Support continuous improvement initiatives across the business

About You

* Strong understanding of underwriting principles and insurance regulations

* Excellent communication and interpersonal skills

* High attention to detail and accuracy in documentation

* Strong analytical and problem-solving abilities

* Comfortable working collaboratively with internal and external stakeholders

* Proficient in Acturis insurance software and Microsoft Office

* Committed to ethical business practices and regulatory compliance

What We Offer

* A collaborative and supportive working environment

* Opportunities for professional development and ongoing training

* Competitive salary and benefits package

* The chance to work closely with clients and make a real impact

How to Apply

If you’re passionate about delivering excellent client service and want to grow your career within a professional insurance environment, we’d love to hear from you.

Please click to apply or send your CV to the email provided