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For Companies At a Glance
- Tasks: Support clients with insurance accounts, manage renewals, and handle queries.
- Company: Mantra Insurance offers tailored insurance solutions with a client-first approach.
- Benefits: Enjoy 25 days holiday, private medical insurance, and access to mental health support.
- Why this job: Join a supportive team, learn diverse skills, and make a real impact in clients' lives.
- Qualifications: Strong communication skills and some experience in insurance or financial services required.
- Other info: Opportunity for professional development with potential CII qualification support.
The predicted salary is between 28800 - 43200 £ per year.
You will be working alongside an established and experienced team who will support you. You will service appointed client accounts throughout the year, including the renewal process. This could include client contact and relationship building, administration, preparation of presentations to insurers, negotiating premiums with underwriters and processing adjustments and other documentation as required. The role is extremely varied providing the opportunity to learn a range of skills.
Key Responsibilities
- Focus entirely on the support needs of your clients.
- Be a first class communicator with customer needs at the centre of your actions.
- Prepare new business presentations, create renewal documents and handle mid-term adjustments.
- Ensure client details are accurately recorded and entered on to our in-house system – Acturis.
- Manage client deadlines and demonstrate exceptional time keeping ability.
- Look after insurer queries for client policies and assist clients with their queries relating to existing policies.
- Confirm cover with relevant insurers, process policies and chase up outstanding documentation.
- Manage account queries and credit control matters, preparing invoices and other documentation.
- Understand and apply legal and regulatory policies as required by our governing body.
Person Specification:
- Proven ability to communicate clearly and effectively with both clients and internal teams.
- Background within insurance or financial services.
- Familiarity with general insurance processes.
- Experience working with a variety of insurance documents, including new business presentations, renewals, and mid-term adjustments (MTAs).
- Strong administrative capabilities, including accurate document preparation, data entry, and maintaining organised records.
- Proficient in using Acturis or a similar insurance management system (highly desirable).
- Demonstrated ability to handle multiple tasks simultaneously while meeting tight deadlines.
- Good understanding of FCA regulations and compliance requirements within the insurance sector.
- Experience working in a regulated environment and adhering to internal policies and procedures.
- Competent in Microsoft Office applications, particularly Word, Excel, and Outlook.
- Experience in preparing invoices and managing credit control or resolving account queries.
- Cert CII qualified or working towards a Chartered Insurance Institute qualification (desirable but not essential).
In order to be successful, you will have a good customer service focus, the ability to identify risk/issues and seek advice/consultation when required, good communication and interpersonal skills, accuracy and attention to detail.
Why join us?
- Company Pension
- Private Medical Insurance + health assessment
- 25 days holiday
- 24/7 Access to virtual GP + Mental Health Support
- Eyecare Scheme
- Cycle to work Scheme
- Option to Buy Holidays + Roll over up to 5 Annually
- Employee discount scheme (Gym, Retailers etc)
- Social events throughout the year
About Mantra Insurance
At Mantra Insurance, we put clients first, offering personalised, expert advice and tailored insurance solutions that truly meet their needs. Whether for private or commercial coverage, we go beyond standard brokerage by delivering bespoke packages and exceptional service.
We specialise in:
- Private Insurance: From life and medical insurance to high-value asset coverage (art, vehicles, property), we provide protection that fits each client's lifestyle and budget.
- Commercial Insurance: With deep industry insight, we help businesses manage risk, secure appropriate coverage, and maintain competitive premiums.
Our team is made up of experienced, knowledgeable professionals committed to delivering outstanding support and building long-term client relationships.
Mantra Group is a part of Begbies Traynor Group.
Insurance Account Handler employer: Mantra Group
Contact Detail:
Mantra Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Account Handler
✨Tip Number 1
Familiarise yourself with the Acturis system, as it's a key part of the role. If you haven't used it before, consider watching tutorial videos or reading up on its features to show us you're proactive and ready to hit the ground running.
✨Tip Number 2
Brush up on your knowledge of FCA regulations and compliance requirements. Being well-versed in these areas will not only help you in the role but also demonstrate your commitment to working within a regulated environment.
✨Tip Number 3
Practice your communication skills by engaging in mock client conversations. This will prepare you for the relationship-building aspect of the job and help you convey information clearly and effectively.
✨Tip Number 4
Get comfortable with preparing insurance documents like new business presentations and renewal documents. You could create sample documents to showcase your attention to detail and organisational skills during the interview process.
We think you need these skills to ace Insurance Account Handler
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in insurance or financial services. Emphasise your communication skills and any familiarity with insurance processes, particularly in relation to client account management.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific skills that align with the job description, such as your ability to handle multiple tasks and your strong administrative capabilities.
Showcase Relevant Experience: When detailing your work history, focus on experiences that demonstrate your ability to manage client accounts, prepare insurance documents, and liaise with insurers. Use specific examples to illustrate your achievements.
Highlight Compliance Knowledge: Since understanding legal and regulatory policies is crucial for this role, mention any experience you have with FCA regulations or compliance requirements. This will show that you are well-prepared for the responsibilities of the position.
How to prepare for a job interview at Mantra Group
✨Showcase Your Communication Skills
As an Insurance Account Handler, you'll need to demonstrate excellent communication abilities. Prepare examples of how you've effectively communicated with clients and internal teams in the past, highlighting your customer service focus.
✨Familiarise Yourself with Acturis
If you have experience with Acturis or similar insurance management systems, be ready to discuss it. If not, take some time to learn the basics of Acturis, as this knowledge will show your commitment to the role and help you stand out.
✨Prepare for Scenario-Based Questions
Expect questions that assess your ability to handle multiple tasks and meet tight deadlines. Think of specific situations where you've successfully managed competing priorities and be prepared to share these examples during the interview.
✨Understand Regulatory Requirements
Brush up on FCA regulations and compliance requirements within the insurance sector. Being knowledgeable about these topics will demonstrate your understanding of the industry and your readiness to work in a regulated environment.