Trainee Account Handler

Job Role:

Trainee Account Handler

Location:

New Milton

Hours:

35 hours per week, Monday to Friday

Are you an ambitious professional looking to develop a career within the insurance industry? If that’s you, this position could be for you!

We are looking to recruit a bright, motivated, and hardworking individual to join our New Milton team as a Trainee Account Handler. You will play an important role in ensuring the smooth operation of our insurance processes and will work within our friendly and supportive team as part of Knight Square Insurance’s successful Real Estate team.

We’re looking for someone with an attention to detail; good communication skills; and an ability to learn quickly. This role is an opportunity to build a very rewarding career as a professionally qualified Account Handler, and you don’t even need previous insurance experience to be considered.

• Renewal Processing: support the team with the renewal process, including the preparation of submissions and the gathering of information
• Assist the team in liaising with insurer partners to obtain renewal terms for clients and identify potential alternative quotations, if required
• Assist in the production of renewal documentation for the team to peer review
• Ensure cover is bound by renewal date or effective date in all instances
• Chase, check and release policy documentation
• Mid‑Term Adjustments: take responsibility for handling mid‑term adjustments, understand the clients’ needs, negotiate with insurers and produce documentation/invoices
• For all processes: ensure that all client details are recorded accurately and in a timely fashion
• Ensure that record keeping in relation to emails and telephone calls are saved onto the system accurately and promptly
• Deal with insurer partner queries in relation to client cover policies
• Deal with account queries and credit control matters, ensuring they are resolved efficiently and any concerns are raised
• Perform miscellaneous office duties in support of account servicing and compliance
• Manage own workload to effectively service the client relationship with the team and ensure placements are completed within client deadlines

• Educated to A-levels standard or equivalent
• Previous insurance industry experience would be advantageous
• Highly accurate with a strong attention to detail
• Good organisational and time management skills, with the ability to prioritise tasks effectively
• Excellent written and verbal communication skills
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
• Ability to work independently and collaboratively in a team environment
• Strong problem‑solving and analytical skills
• Eligible to work in the UK

Knight Square Insurance is a highly respected, trusted broker specialising in providing comprehensive insurance cover for property management companies, resident management companies (RMCs) and right to manage companies (RTMCs). We offer a range of products including Directors and Officers Insurance, Buildings and Estates as well as Terrorism Insurance, Engineering Inspection and other insurance for homeowners, landlords and tenants.

At Knight Square Insurance we believe our people deserve the best, just like our customers. That’s why we provide the tools, training, and support you need to thrive, alongside a competitive salary, great range of benefits, hybrid working following probation sign off, free parking and much more!

We're committed to creating a supportive, inclusive workplace where everyone can succeed.

At Knight Square Insurance, we’re committed to building a diverse and inclusive workforce and recruit based on merit. We welcome applications from everyone, including those interested in job share opportunities.

As an inclusive employer, we provide equal employment opportunities to all qualified candidates. If you have any accessibility requirements or need adjustments at any stage of the recruitment and selection process, please contact our team, we are happy to support you.

Click the ‘Apply’ button below to begin your application. You’ll be asked to upload your CV and answer a few short questions. As part of the process, you may also be invited to complete online verbal and numerical reasoning tests.

Please note that, due to the nature of our sector, all roles are subject to an Enhanced DBS check, as well as a bankruptcy and financial background screening.

If you meet the criteria for the role, we’ll be in touch to arrange a brief telephone interview. Shortlisted candidates will then be invited to a first‑stage interview with the hiring manager and a member of our team.

Due to the high number of applications we receive, we may not be able to contact everyone individually — but we truly appreciate your interest in joining Knight Square Insurance.