Banner Default Image

Account Handler

  • Location

    West Sussex, England

  • Sector:

    HR & Executive Support

  • Job type:


  • Salary:

    £22000.00 - £26000.00 per annum + plus Bens and hybrid working

  • Contact:

    Tina Byrne

  • Contact email:

  • Job ref:


  • Published:

    11 months ago

An Insurance Account Handler is required to join this busy Commercial Team of this Insurance Brokers based in West Sussex. To service and administer the insurance portfolios of commercial clients within in a timely, professional and cost-effective manner

As Account Handler your duties will be :-

  • Provide an excellent administrative service to the insurance portfolios of allocated clients in a timely, professional manor
  • Build strong working relationships with clients via telephone, video call, email and occasionally face to face)
  • To understand your clients needs providing appropriate insurance and risk management solutions
  • Preparation of presentations to Insurers / use of online portals for New Business and Renewal Enquiries
  • Ensure that all client adjustments and queries are managed in a timely professional fashion, including liaising with the team and the claims department as required
  • To provide support to colleagues and Branch Director as required
  • To achieve any personal or team business production targets set and agreed with your Manager
  • To work as part of a team to ensure the client and business needs are met
  • To produce new business from referrals and proactive sales activity
  • To identify and pursue opportunities to cross-sell appropriate products and services to existing clients

Skills and Experience required

  • Good Computer skills including MS Teams, MS Outlook, Excel
  • Knowledge of Open GI would be useful
  • Previous risk management experience is preferred e.g. the main methods controlling / reducing insurance risk;
  • An understanding of the insurance market practice and the principles of insurance
  • Experience of administering Insurance portfolios is essential
  • Excellent communication skills to build client relationships
  • Confident manner to follow through on referrals
  • Minimum Account handling experience required 1 year

This is an excellent opportunity to progress and develop your insurance career with a company that will support you to gain your insurance qualifications

Salary £22000 - £26000
Hybrid Working
Location: West Sussex

We are Social