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- Tasks: Support clients with insurance accounts, renewals, and documentation while building strong relationships.
- Company: Mantra Insurance offers tailored insurance solutions with a client-first approach and expert advice.
- Benefits: Enjoy 25 days holiday, private medical insurance, mental health support, and employee discounts.
- Why this job: Join a dynamic team, learn diverse skills, and make a real impact in the insurance sector.
- Qualifications: Strong communication skills, insurance background, and proficiency in administration and Microsoft Office required.
- Other info: Opportunity to work towards Chartered Insurance Institute qualification and participate in social events.
The predicted salary is between 30000 - 42000 £ per year.
Direct message the job poster from Mantra InsuranceTalent Partner @ Begbies Traynor Group | HR, Early Careers, Recruitment, Employee Experience | 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 ResponsibilitiesAlongside your team, you will focus entirely on the support needs of your clients. This is why you will be a great communicator and have the customer needs at the centre of your actions, being the catalyst between the Mortgages and Commercial Finance team to drive business forward.The role will mean preparing new business presentations, creating renewal documents and handling the mid-term adjustments. Strong administration skills will show us your true potential.A key part of your role will be to ensure client details are accurately recorded and entered on to our in-house system – Acturis. This allows us to keep records updated for audit and compliance purposes.Client deadlines and the ability to adopt organisational excellence is very important, allowing you to ensure cover is in place by the required date, meeting client needs. To do this you will be required to demonstrate exceptional time-keeping ability and a practical approach to multi-tasking.On a day-to-day basis, you will look after insurer queries for client policies, assisting clients with their queries relating to existing policies and liaising with insurers regarding potential changes and new terms for policies. You will be required to confirm cover with relevant insurers, process policies and chase up outstanding documentation when required.An important task is the management of account queries and credit control matters which you will help in highlighting any concerns with clients, whilst preparing invoices and other documentation.Understanding and application of legal and regulatory policies as required by our governing body, and working in line with the Mantra Employee Handbook.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 proceduresCompetent 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.Company PensionPrivate Medical Insurance + health assessment25 days holiday24/7 Access to virtual GP + Mental Health SupportCycle to work SchemeOption to Buy Holidays + Roll over up to 5 AnnuallySocial events throughout the yearAbout Mantra InsuranceAt 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.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 GroupSeniority level Seniority level AssociateEmployment type Employment type Full-timeJob function Job function ConsultingIndustries InsuranceReferrals increase your chances of interviewing at Mantra Insurance by 2xGet notified about new Insurance Broker jobs in London Area, United Kingdom .London, England, United Kingdom 2 months agoSouth Croydon, England, United Kingdom 1 week agoLondon, England, United Kingdom 4 months agoSouth Croydon, England, United Kingdom 1 week agoCity Of London, England, United Kingdom 2 weeks agoGreater London, England, United Kingdom 3 weeks agoLondon, England, United Kingdom 5 days agoWitham, England, United Kingdom 22 hours agoSouth Croydon, England, United Kingdom 3 weeks agoLondon, England, United Kingdom 2 months agoFinancial Services and Insurance consultant – Consultant and Sr Consultant level London, England, United Kingdom 2 months agoCroydon, England, United Kingdom 4 weeks agoLondon, England, United Kingdom 2 weeks agoLondon, England, United Kingdom 14 hours agoLondon, England, United Kingdom 1 week agoLondon, England, United Kingdom 2 weeks agoCity Of London, England, United Kingdom 4 days agoLondon, England, United Kingdom 4 days agoWealth Consultant – Jura Capital (London Office) London, England, United Kingdom 2 hours agoLondon, England, United Kingdom 6 days agoLondon, England, United Kingdom 1 week agoLondon, England, United Kingdom 2 weeks agoLondon, England, United Kingdom 1 week agoLondon, England, United Kingdom 2 weeks agoLondon, England, United Kingdom 6 days agoLondon, England, United Kingdom 4 months agoLondon, England, United Kingdom 6 days agoLondon, England, United Kingdom 1 week agoLondon, England, United Kingdom 6 days agoWe\’re unlocking community knowledge in a new way. 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Insurance Account Handler employer: Mantra Insurance
Contact Detail:
Mantra Insurance 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. Understanding these will not only help you in the interview but also demonstrate your commitment to working within a regulated environment.
✨Tip Number 3
Practice your communication skills by engaging in mock conversations about insurance topics. This will prepare you for client interactions and show us that you can effectively convey information and build relationships.
✨Tip Number 4
Get comfortable with preparing presentations and handling documentation. You might want to create a few sample documents or presentations to showcase your organisational skills and attention to detail 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, as these are key for the role.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the position and the company. Mention specific skills that align with the job description, such as your ability to manage multiple tasks and your strong administrative capabilities.
Showcase Relevant Experience: If you have experience with Acturis or similar systems, be sure to mention it. Highlight any previous roles where you prepared insurance documents, managed client queries, or worked in a regulated environment.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Mantra Insurance
✨Showcase Your Communication Skills
As an Insurance Account Handler, you'll need to communicate effectively with clients and internal teams. During the interview, demonstrate your ability to articulate ideas clearly and listen actively. Consider sharing examples of how you've successfully built relationships in previous roles.
✨Highlight Your Administrative Expertise
Strong administrative skills are crucial for this role. Be prepared to discuss your experience with document preparation, data entry, and maintaining organised records. Mention any specific tools or systems you've used, especially if you have experience with Acturis or similar platforms.
✨Demonstrate Your Understanding of Compliance
Understanding legal and regulatory policies is key in the insurance sector. Familiarise yourself with FCA regulations and be ready to discuss how you've adhered to compliance requirements in past positions. This will show that you take these responsibilities seriously.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and time management skills. Prepare for scenarios where you might need to handle multiple tasks or client queries simultaneously. Think of examples from your past experiences that showcase your ability to meet tight deadlines while maintaining accuracy.