Account Handler

  • Location

    Burnham-On-Crouch, Essex

  • Sector:

    HR & Executive Support

  • Job type:


  • Salary:

    £28000.00 - £32000.00 per annum

  • Contact:

    Tracy Freeman

  • Contact email:


  • Job ref:


  • Published:

    over 1 year ago

Account Handler
My client is independent Insurance Brokerage, who are looking for a passionate and motivated Account Handler to join their driven Commercial Division team in Burnham-on-Crouch.
The ideal candidate will have a 2+ years of commercial broking experience, you will work closely with the Associate Director and Clients, providing a great opportunity for career progression.
System skills:
Acturis - highly advantageous

Key Responsibilities

  • Assist in achieving Group/Division client retention targets by providing an excellent level of service.
  • Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary and action meeting points (if applicable).
  • Undertake market exercise to establish most competitive terms available.
  • Obtain renewal terms and present to client, as well as issue renewal documentation in line with contract certainty.
  • Produce and issue professional summaries and reports using templates.
  • Ensure premiums are collected prior to the commencement of cover and in line with procedures.
  • Record all relevant information, correspondence and documentation accurately on Acturis and make effective use of the diary system.
  • Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium.
  • Actively cross-sell products from other Divisions.
  • Liaise with and assist other branches and Group Resources as necessary.

Experience & Professional Qualifications

  • Must have a minimum of 2 years' experience in providing specialist advice in the insurance market.
  • Must be qualified to a minimum of Cert CII (or gain the qualification within 18 months of joining).


  • Working knowledge of all the main classes of General Insurance and the CII's Code of Ethics and GDPR.
  • Working knowledge of client product range, policy wordings and service standards.

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