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- Tasks: Manage client insurance needs and provide expert advice while building strong relationships.
- Company: Dynamic insurance firm focused on professional growth and client satisfaction.
- Benefits: Up to £34k basic salary plus commission, training support, and a collaborative environment.
- Other info: Opportunity to work with talented teams and develop your career in insurance.
- Why this job: Be a trusted adviser and make a real impact in clients' businesses.
- Qualifications: Strong communication skills and a passion for customer service.
The predicted salary is between 34000 - 34000 £ per year.
We’re looking for an Insurance Adviser who enjoys variety, takes pride in doing things properly, and can build strong relationships with customers and insurers. If you’re confident on the phone, commercially aware, and like solving problems for people, this is a great opportunity to grow your career in a supportive, professional environment.
This is a mix of sales, service, and client advisory work — looking after an existing book of business while helping with new enquiries.
What You’ll Be DoingYou’ll be the first point of contact for your clients, making sure their insurance needs are handled properly throughout the year. Day to day, you will:
- Manage renewals, mid‑term adjustments, and new business enquiries
- Review client needs and advise on the right commercial insurance products
- Produce high‑quality broking submissions and negotiate with insurers
- Prepare clear documentation and ensure clients understand their cover
- Build effective relationships with insurers, partners, and internal teams
- Support colleagues with technical queries when needed
- Work closely with Claims and Broking teams to deliver excellent service
- Stay up to date with industry, insurer and product developments
- Meet personal KPIs and contribute to wider team targets
- Ensure compliance with FCA regulations and internal procedures
This is a front‑line advisory role, so you’ll play a key part in retention, service quality, and the overall client experience.
What We’re Looking For:- Strong sales and negotiation skills
- Clear, confident communication (written and verbal)
- Excellent organisation and time management
- Attention to detail and strong analytical thinking
- Ability to stay calm under pressure
- Professional, proactive, and genuinely customer‑focused
- Able to build strong, positive working relationships
- Comfortable using Microsoft Office (Word, Excel, PowerPoint)
- Able to write clear, professional reports
- Working towards Cert CII - or willing to start, we’ll happily pay for it.
- Solid understanding of commercial insurance products
- Previous broking experience is an advantage but not essential
You’ll manage your own book of business, support new enquiries, and act as a trusted adviser to clients across a wide range of industries. You’ll also work closely with talented Broking, Claims and Support teams who help you deliver an exceptional customer experience. If you enjoy building relationships, solving problems, and developing your expertise, we’d love to hear from you.
Account Handler in Bournemouth employer: Hermitage Consultancy
Contact Detail:
Hermitage Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Handler in Bournemouth
✨Tip Number 1
Get to know the company inside out! Research their values, culture, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your pitch! Be ready to explain how your skills and experience make you the perfect fit for the Account Handler role. Keep it concise but impactful, focusing on your ability to build relationships and solve problems.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 4
Don’t forget to follow up! After interviews or networking chats, send a quick thank-you note. It shows your appreciation and keeps you fresh in their minds as they make decisions.
We think you need these skills to ace Account Handler in Bournemouth
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Account Handler role. Highlight your experience in commercial insurance and any relevant skills that match what we're looking for, like strong sales and negotiation abilities.
Show Off Your Communication Skills: Since clear communication is key in this role, ensure your written application reflects that. Use a professional tone but keep it friendly and approachable, just like we do at StudySmarter!
Be Detail-Oriented: Pay attention to the details in your application. Double-check for any typos or errors, as this shows your commitment to quality and professionalism, which is super important in the insurance industry.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Hermitage Consultancy
✨Know Your Insurance Stuff
Make sure you brush up on your knowledge of commercial insurance products. Understand the basics and be ready to discuss how different policies can meet various client needs. This will show that you're not just a salesperson, but a knowledgeable adviser.
✨Practice Your Communication Skills
Since this role involves a lot of client interaction, practice clear and confident communication. Role-play common scenarios with a friend or family member, focusing on how to explain complex insurance terms in simple language. This will help you shine during the interview.
✨Show Off Your Problem-Solving Skills
Prepare examples of how you've successfully solved problems in previous roles. Think about times when you had to negotiate with clients or insurers, and be ready to share these stories. This will demonstrate your ability to handle challenges effectively.
✨Build Rapport with Your Interviewers
Remember, building relationships is key in this role. During the interview, try to connect with your interviewers by asking questions and showing genuine interest in their experiences. This will help you come across as personable and customer-focused, which is exactly what they're looking for.