Account Handler- supporting New Business and Renewal teams
Location: Milton Keynes
About us
Christie Insurance is a forward-thinking Insurance Brokerage and proud member of a Christie Group plc https://www.christiegroup.com delivering specialist sector expertise and trusted, personalised support to clients across the UK. In partnership with Christie & Co and Christie Finance, we offer a truly integrated solution—facilitating business sales, securing tailored funding, and providing insurance services that safeguard our clients’ futures.
Here, your voice matters. We foster a collaborative environment where ideas are welcomed, and you can actively shape the direction and success of the business. As an independent brokerage, we offer unmatched access to professionals across our sectors, empowering you to make a real impact while building a rewarding career. Christie Insurance is more than just a workplace—it’s a launchpad for your career.
We are looking to recruit a new member to support our strategic growth plans into our support team. You'll be a key part of our growing team, supporting our dynamic new business and renewals teams. If you are passionate about being involved in helping business owners secure their futures and thrive on building relationships with high-performing teams that values expertise, autonomy, and ambition, Christie Insurance is the place to make your mark.
The Role
We are looking for a highly organised and proactive account handler to provide critical administrative and technical support across three of our dynamic client teams. You will act as a crucial link between our account executives, clients and underwriters. Your primary focus will be on supporting the full policy lifecycle, managing documents whilst ensuring a high standard of client service and regulatory compliance.
This role is ideal for someone who thrives in a fast-paced, client-facing environment who enjoys working across multiple teams.
Responsibilities
In this role you will:
- Provide dedicated technical and administrative support across our teams, collaborating with our account executives to service portfolios.
- Track renewals, gathering data and information to prepare market presentations and tender documentation in an efficient and timely manner.
- Administer full policy lifecycles, including processing any new business, mid-term adjustments and renewals.
- Negotiate with our panel of insurers to ensure they remain competitive and provide the right levels of cover for clients
- Issue accurate policy documentation, covering advice and invoices to clients.
- Act as a point of contact for clients, responding to general cover queries and offering advice.
- Maintain accurate and up to date client records and financial transactions on Acturis
- Ensure full adherence to internal underwriting guidelines and regulatory requirements (FCA and TCF)
- Assist accounts with credit control, ensuring all client premiums and within agreed timescales.
Qualifications
The suitable candidate for this role would bring:
- An understanding of commercial brokering or account handling experience across multiple lines (Property, Liability, D&O, Life and Business protections)
- An understanding of general insurance products and the commercial underwriting market
- Cert CII qualification; or willingness to work towards it.
- Excellent organisation skills and attention to detail
- Excellent verbal and written communication skills, with proven ability to manage multiple priorities across teams.
- Proficient in Microsoft office applications and Acturis
Benefits
- Hybrid working after the probation period
- 25 days of annual leave plus bank holidays
- Holiday carryover & additional Christmas leave
- Company sick pay
- Learning and Development opportunities including paying CII membership and all relevant costs.
- Life assurance
- Employee wellbeing assistance via Plumm
- Cycle to work scheme
- Health, Lifestyle and Gym Discounts
- “Recommend a Friend” employee referral bonus
- Enhanced family friendly leave
We kindly request that recruitment agencies refrain from contacting us in relation to this vacancy, as we are not seeking external support at this stage.
