At a Glance
- Tasks: Manage insurance portfolios and provide tailored solutions for clients.
- Company: Join an industry-leading team that prioritises people and values adaptability.
- Benefits: Enjoy hybrid work, private medical, and flexible benefits to support your wellbeing.
- Why this job: Be part of a supportive culture focused on teamwork and career growth.
- Qualifications: Experience in commercial insurance is essential; ACII qualification is a plus.
- Other info: Opportunities for bonuses and volunteer days to support meaningful causes.
The predicted salary is between 36000 - 60000 £ per year.
As an Account Handler, you'll be crucial in providing excellent client service by managing insurance portfolios and offering tailored solutions. You'll collaborate closely with Account Executives to ensure clients receive expert advice, efficient policy administration, and exceptional service. Your ability to build strong client relationships, ensure compliance, and contribute to team success will be key to driving retention and business growth.
Joining our client means becoming part of an industry-leading team that puts people first. They are committed to creating a work culture that values entrepreneurial spirit and adaptability.
What you can expect:
- Career Growth: Ample opportunities to advance within a leading insurance firm.
- Flexibility: Work arrangements designed to support your work-life balance, allowing you to excel in all areas.
- Supportive Culture: A collaborative environment where teamwork and professional development are highly valued.
Key Responsibilities
- Client Management: Deliver high-quality service by promptly addressing client queries, building strong relationships, and managing policy renewals with accuracy. Provide expert advice and identify opportunities to enhance client coverage.
- Policy Administration: Handle new business, renewals, endorsements, and cancellations. Ensure policy documentation and client records are accurate and up to date.
- Insurer Negotiation: Liaise with insurers to secure favourable terms, negotiating premiums and coverage to achieve the best outcomes for clients.
- Compliance and Regulation: Ensure all activities align with FCA regulations and company compliance standards. Stay informed of regulatory and market changes.
- Collaboration and Teamwork: Work closely with Account Executives and colleagues to provide seamless client support, share knowledge, and mentor less experienced team members.
About You
Attributes, Skills, and Qualifications: Candidates must meet the essential criteria through relevant experience or demonstrated transferable skills. However, desirable attributes, skills, and qualifications will be considered a strong advantage. We welcome candidates with medium to advanced experience in commercial insurance, capable of handling a diverse range of policy types.
Experience and Qualifications:
- Essential:
- Experience in a commercial insurance account handling role.
- Knowledge of commercial insurance products and markets.
- Proficiency in insurance platforms and client management systems.
- Strong understanding of FCA regulations and Consumer Duty obligations.
- ACII qualification or willingness to work towards it.
- Experience with Acturis or similar systems.
Key Skills and Attributes:
- Strong organizational and multitasking abilities.
- Excellent communication and client relationship skills.
- Attention to detail and a commitment to professionalism.
- Proactive, solution-oriented mindset.
- A collaborative team player.
Right to Work:
Candidates must have the legal right to work in the UK.
Benefits:
Our client knows that great teams, career growth, and a supportive work environment are key to your success. Alongside a competitive salary, our clients offer a range of benefits designed to support your wellbeing, work-life balance, and future.
- Wellbeing Support: Access our Wellbeing Hub, Employee Assistance Programme, and Group Medical Insurance, plus gym membership discounts and an eye care scheme.
- Flexible Work-Life Balance: Enjoy hybrid working, up to 27 days of annual leave (increasing with service), plus the option to buy extra days.
- Future Planning: Benefit from a contributory pension, Group Life Assurance, and Income Protection for added peace of mind.
- Rewards & Recognition: Earn bonuses for successful referrals and professional qualifications.
- Giving Back: Take volunteer days to support causes that matter to you.
If you wish to apply for the position please click on the link or contact David Helliwell at Cameron James Professional recruitment for a Confidential Discussion.
Insurance Broker employer: Cameron James Professional Recruitment
Contact Detail:
Cameron James Professional Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Broker
✨Tip Number 1
Familiarise yourself with the latest trends in commercial insurance. Understanding current market conditions and emerging products will help you engage in meaningful conversations during interviews and demonstrate your expertise.
✨Tip Number 2
Network with professionals in the insurance industry, especially those who work as Account Handlers or Brokers. Attend industry events or join relevant online forums to build connections that could lead to referrals or insider information about job openings.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships in the past. Highlight your ability to negotiate with insurers and provide tailored solutions, as these skills are crucial for the role.
✨Tip Number 4
Research the company culture of the firm you're applying to. Understanding their values and how they prioritise teamwork and professional development can help you tailor your approach and show that you're a great fit for their team.
We think you need these skills to ace Insurance Broker
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an Insurance Broker. Familiarise yourself with client management, policy administration, and compliance requirements to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in commercial insurance account handling. Mention specific examples of how you've managed client relationships or negotiated with insurers to demonstrate your suitability for the role.
Showcase Your Skills: Make sure to highlight key skills such as strong organisational abilities, attention to detail, and excellent communication skills. Use concrete examples to illustrate how these skills have contributed to your past successes.
Tailor Your Application: Customise your CV and cover letter for this specific position. Address the company's values and culture mentioned in the job description, and explain how your personal attributes align with their commitment to teamwork and professional development.
How to prepare for a job interview at Cameron James Professional Recruitment
✨Know Your Insurance Products
Make sure you have a solid understanding of the commercial insurance products relevant to the role. Be prepared to discuss different types of policies and how they can be tailored to meet client needs.
✨Demonstrate Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to address queries promptly and build strong connections, as this is crucial for the role.
✨Showcase Your Negotiation Skills
Be ready to discuss any experiences you have with negotiating terms with insurers. This could include securing favourable premiums or coverage, which is a key responsibility of the position.
✨Emphasise Team Collaboration
Since teamwork is essential in this role, think of instances where you've worked closely with colleagues to achieve a common goal. Highlight your collaborative spirit and willingness to mentor others.