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For Companies At a Glance
- Tasks: Manage insurance accounts and provide top-notch customer service to clients.
- Company: Join Knight Square Insurance, a trusted broker with a friendly team.
- Benefits: Enjoy a competitive salary, hybrid working, free parking, and comprehensive training.
- Why this job: Make a real difference in clients' lives while growing your career in insurance.
- Qualifications: Experience in insurance broking or underwriting is essential; strong communication skills are a must.
- Other info: Diverse and inclusive workplace with excellent career development opportunities.
The predicted salary is between 24000 - 32000 £ per year.
Location: New Milton
Hours: 35 hours per week, Monday to Friday
Salary: up to £28,000 plus benefits
The Job role
As an Account Handler, you will be contributing to a well-respected and trusted insurance broker with a friendly and dedicated team, that provides cover for properties, large or small. You will ideally need to have some experience within the insurance sector.
Within the role you will be:
- Providing customer centric insurance products for the client’s clients
- Ensuring all enquiries are dealt with in a professional and timely manner
- Ensuring compliance with FCA requirements
Role Purpose:
To manage and service a portfolio of insurance clients, providing high-quality administrative and technical support throughout the policy lifecycle. The Account Executive ensures clients receive accurate advice, timely documentation, and a professional point of contact while supporting retention, compliance, and growth of the account.
Key Responsibilities:
- Client Servicing
- Act as the day-to-day point of contact for assigned clients
- Handle mid-term adjustments, renewals, cancellations, and general enquiries
- Ensure all client requests are dealt with accurately and within agreed SLAs
- Build and maintain strong, professional client relationships
- Prepare and issue insurance documentation (policies, endorsements, certificates, schedules)
- Obtain quotations from insurers and negotiate terms where appropriate
- Maintain accurate and compliant client records on internal systems
- Ensure documentation meets FCA and internal compliance standards
- Prepare renewal invitations in line with timescales
- Review claims history, sums insured, and risk details
- Liaise with insurers to secure competitive terms
- Support colleagues with renewal presentations where required
- Communicate effectively with insurers, underwriters, and internal teams
- Chase outstanding information, documentation, and decisions
- Escalate complex or technical issues appropriately
- Adhere to FCA regulations and company procedures
- Maintain audit-ready files and accurate records
- Support Treating Customers Fairly (TCF) principles
- Identify and report errors, risks, or complaints promptly
- Support new business enquiries where required
- Identify cross-sell or up-sell opportunities
- Assist with team projects, training, and process improvements
Skills & Experience:
Essential
- Experience in an insurance broking or underwriting environment
- Strong organisational and administrative skills
- Excellent written and verbal communication
- Ability to manage multiple tasks and deadlines
- Good attention to detail and accuracy
- Confident using insurance systems (Acturis preferred) and Microsoft Office including Excel
Desirable
- Cert CII (or working towards)
- Experience handling commercial lines / property insurance
- Knowledge of FCA regulations and compliance requirements
Who we are:
Knight Square Insurance (part of Innovus) is a highly respected, trusted broker specialising in providing comprehensive insurance cover for property management companies, resident management companies (RMCs) and right to manage companies (RTMCs). We offer a range of products including Directors and Officers Insurance, Buildings and Estates as well as Terrorism Insurance, Engineering Inspection and other insurance for homeowners, landlords and tenants.
What We Offer:
At Knight Square Insurance we believe our people deserve the best, just like our customers. That’s why we provide the tools, training, and support you need to thrive, alongside a competitive salary, great range of benefits, hybrid working following probation sign off, free parking and much more! We’re committed to creating a supportive, inclusive workplace where everyone can succeed.
Diversity and Inclusion:
At Knight Square Insurance, we’re committed to building a diverse and inclusive workforce and recruit based on merit. We welcome applications from everyone, including those interested in job share opportunities. As an inclusive employer, we provide equal employment opportunities to all qualified candidates. If you have any accessibility requirements or need adjustments at any stage of the recruitment and selection process, please contact our team, we are happy to support you.
Ready to apply:
Click the ‘Apply’ button to begin your application. You’ll be asked to upload your CV and answer a few short questions. As part of the process, you may also be invited to complete online verbal and numerical reasoning tests.
Please note that, due to the nature of our sector, all roles are subject to an Enhanced DBS check, as well as a bankruptcy and financial background screening. If you meet the criteria for the role, we’ll be in touch to arrange a brief telephone interview. Shortlisted candidates will then be invited to a first-stage interview with the hiring manager and a member of our team. Due to the high number of applications we receive, we may not be able to contact everyone individually — but we truly appreciate your interest in joining Knight Square Insurance.
Insurance Account Handler in New Milton employer: Innovus
Contact Detail:
Innovus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Account Handler in New Milton
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance sector and let them know you're on the hunt for an Account Handler role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of FCA regulations and compliance requirements. Show that you’re not just a candidate, but someone who understands the ins and outs of the industry and is ready to hit the ground running.
✨Tip Number 3
Practice your communication skills! As an Account Handler, you'll need to be the go-to person for clients. Role-play common scenarios with a friend to build your confidence and ensure you can handle client queries like a champ.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our friendly team at Knight Square Insurance.
We think you need these skills to ace Insurance Account Handler in New Milton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Insurance Account Handler role. Highlight any relevant experience in the insurance sector and showcase your organisational skills. We want to see how you can contribute to our friendly team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the insurance industry and how your skills align with our needs. Remember, we love a personal touch, so let your personality come through!
Showcase Your Communication Skills: As an Account Handler, communication is key. In your application, demonstrate your excellent written and verbal communication skills. We want to know how you handle client interactions and ensure their needs are met professionally.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come through our own platform!
How to prepare for a job interview at Innovus
✨Know Your Insurance Basics
Make sure you brush up on your insurance knowledge, especially around property management and the types of coverages offered. Familiarise yourself with common terms and FCA regulations, as this will show your understanding of the industry and impress your interviewers.
✨Demonstrate Customer-Centric Thinking
Since the role involves providing customer-centric insurance products, think of examples from your past experience where you went above and beyond for a client. Be ready to discuss how you handle enquiries professionally and ensure client satisfaction.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge and problem-solving skills. Review common scenarios you might face as an Account Handler, such as handling mid-term adjustments or liaising with insurers, and prepare your responses accordingly.
✨Showcase Your Organisational Skills
The job requires strong organisational abilities, so be prepared to discuss how you manage multiple tasks and deadlines. Share specific strategies or tools you use to stay organised, as this will demonstrate your capability to handle the demands of the role.
