At a Glance
- Tasks: Manage a diverse book of insurance clients and ensure smooth transitions.
- Company: Join a rapidly growing independent insurance broking group near Banstead.
- Benefits: Competitive salary, pension, health insurance, and career development opportunities.
- Other info: Exciting opportunity to build long-term client relationships in a supportive environment.
- Why this job: Be part of a dynamic team with genuine growth potential in the insurance sector.
- Qualifications: Experience in insurance account handling and strong knowledge of Acturis required.
Are you an experienced insurance professional who enjoys taking ownership of a book of business, building strong client relationships and ensuring everything runs smoothly behind the scenes? CKB Recruitment is delighted to be working with a rapidly growing independent insurance broking group that is looking to appoint an experienced Account Handler to its team near Banstead. This is an exciting time to join the business. The group currently looks after approximately £17 million in gross written premium, with this expected to exceed £20 million by the end of the year—and further growth firmly on the agenda.
The role will initially focus on supporting the integration of a newly acquired book of business. You will take ownership of transferring the clients into the wider group, managing their ongoing insurance requirements and helping to ensure a seamless transition.
The acquired book contains a mixture of commercial and personal lines business, so ideally you will have experience across both areas. A key part of the position will involve transferring data from Open GI onto Acturis. Previous experience using both systems would therefore be extremely useful, although strong Acturis experience is the main priority.
Your responsibilities will include:
- Taking ownership of an established book of commercial and personal lines clients
- Supporting the successful integration of the acquired business
- Transferring and checking client and policy information from Open GI to Acturis
- Ensuring records are accurate, complete and compliant
- Managing renewals, mid-term adjustments and general policy administration
- Speaking with clients to understand their requirements and provide a high level of service
- Obtaining quotations and negotiating terms with insurers
- Preparing renewal presentations and policy documentation
- Identifying opportunities to improve cover or introduce additional products
- Working closely with colleagues to ensure clients experience a smooth transition
- Developing trusted, long-term relationships with clients and insurer partners
About you
To be considered, you should have:
- Previous insurance account handling experience
- Experience dealing with commercial insurance
- Some personal lines experience would be highly advantageous
- Strong working knowledge of Acturis
- Experience using Open GI would be beneficial
- The confidence to take responsibility for a book of business
- Excellent organisation and attention to detail
- Strong client service and relationship-building skills
- The ability to manage competing priorities and work with minimal supervision
- A positive, adaptable approach to change and business growth
You will ideally live within a sensible commuting distance of Banstead.
Why consider this opportunity?
You will be joining a successful and ambitious independent broking group with genuine momentum behind it. The business has partner status with Aviva, Allianz and Intact, alongside excellent relationships with a broad range of leading insurance markets. This gives its people access to strong insurer support and the ability to provide clients with competitive, well-structured solutions. As the group continues to grow through both acquisition and organic development, there should also be plenty of opportunity for the successful person to develop their responsibilities and career over time.
What’s on offer?
- Salary of £30,000–£38,000, depending on experience
- Contributory pension
- Group Permanent Health Insurance
- The opportunity to take ownership of an established book of business
- A varied role covering commercial and personal lines
- Access to a strong panel of leading insurers
- A stable, growing and ambitious independent broking environment
- Genuine scope to develop as the wider group continues to expand
This is an excellent opportunity for an experienced Account Handler who enjoys responsibility and would like to play an important role in the continued growth of a successful independent insurance group. If you have strong Acturis knowledge and the confidence to take ownership of a mixed book of business, we would love to hear from you.
Insurance Account Handler in Banstead employer: CKB Recruitment Ltd
CKB Recruitment Ltd is an excellent employer, offering a vibrant and dynamic sales environment in Bedford where Insurance Sales Consultants can thrive. With competitive salaries, uncapped earnings potential, and a strong focus on employee growth through support and bonuses, this company fosters a culture of success and achievement, making it an attractive place for those seeking meaningful and rewarding careers in insurance sales.
StudySmarter Expert Advice🤫
We think this is how you could land Insurance Account Handler in Banstead
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like CKB Recruitment Ltd). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like CKB Recruitment Ltd. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Insurance Account Handler in Banstead
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at CKB Recruitment Ltd.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at CKB Recruitment Ltd. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at CKB Recruitment Ltd
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at CKB Recruitment Ltd to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at CKB Recruitment Ltd, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding CKB Recruitment Ltd's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
