Employee Benefits Accounts Handler

Account Handler /£30,000-£35,000 + Benefits / Whitchurch / Office Based / Career Development Opportunity

Account Handler Benefits

• £30,000-£35,000
• Company Pension Scheme
• On-Site Parking
• Supportive and Friendly Team Environment
• Ongoing Training and Professional Development
• Long-Term Career Progression
• Opportunity to take ownership of and develop a specialist area of the business
• Office-Based Role within a Well-Established Insurance Broker

NC Associates are working in partnership with a well-established Insurance Broker based in Whitchurch to recruit an experienced Account Handler with a background in Private Medical, Life and/or Pensions.

This is an exciting opportunity for an experienced insurance professional who is looking for more autonomy and the opportunity to develop a specialist area within an established business.

The successful candidate will work independently within this area of the business, managing client relationships, handling renewals and quotations, and providing expert support across Private Medical, Life and Pensions. They will have the opportunity to develop and grow this side of the business while being supported by the wider team.

Account Handler Responsibilities

• Acting as a key point of contact for clients across the Private Medical, Life and Pensions sector
• Managing client enquiries via telephone and email
• Providing professional support and guidance on insurance-related queries
• Preparing quotations, renewals and policy documentation
• Managing policy renewals from initial contact through to completion
• Managing and maintaining a portfolio of clients
• Building strong and lasting client relationships
• Processing policy amendments, renewals and associated documentation accurately
• Liaising with insurers and providers as required
• Identifying opportunities to develop and grow the specialist offering
• Maintaining accurate client records, tasks and documentation within the relevant systems
• Ensuring all work is completed in line with FCA regulations and internal compliance procedures
• Working independently and managing your own workload and priorities
• Supporting the wider business and team where required

Account Handler Experience Required

To be successful in your application, you should have the following experience:

Essential:

• Previous experience working within Private Medical, Life and/or Pensions
• Relevant insurance qualifications
• Strong knowledge and understanding of the Private Medical, Life and Pensions sector
• Previous experience managing client relationships and a portfolio of business
• Excellent customer service and communication skills
• Strong organisational skills with the ability to manage your own workload
• High attention to detail and accuracy
• Ability to work independently and take ownership of your area of responsibility
• Good understanding of FCA compliance requirements
• Confident using Microsoft Office packages

Desirable:

• Previous experience within an insurance brokerage
• Experience using Acturis
• Experience working with insurers and providers
• Experience developing and growing a client portfolio
• Experience across multiple areas of Private Medical, Life and Pensions

What’s on Offer?

This is an excellent opportunity for an experienced insurance professional to join a well-established brokerage and take ownership of a specialist area of the business.

You’ll have the opportunity to use your existing sector knowledge while helping to develop and grow the Private Medical, Life and Pensions offering, with the support of an established wider team.

If you have the relevant experience and qualifications and are looking for a role where you can work with greater independence and have a real opportunity to develop something.

Due to the high volume of applications, only candidates with relevant experience will be contacted.

We are committed to diversity and inclusion. We welcome all applicants of identity, personal characteristics, or background.

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