Account Handler - Hybrid

As an Account Handler, you will play a key role in delivering exceptional service to clients by managing their insurance portfolios and supporting the team in providing tailored insurance solutions. You will ensure client needs are met efficiently, while maintaining high standards of accuracy, compliance, and professionalism. Your role will focus on fostering strong client relationships, driving retention, and supporting operational excellence.

Key Responsibilities:

• Client Management

• Respond promptly and professionally to client queries, ensuring a high level of customer service.
• Build and maintain strong relationships with clients, understanding their individual insurance requirements.
• Assist with the preparation and renewal of client insurance policies, ensuring accuracy and continuity of cover.
• Provide expert advice on a range of insurance products and identify opportunities to enhance client coverage.

• Process new business, renewals, endorsements, and cancellations accurately and within agreed timelines.
• Review and ensure the accuracy of policy documentation, terms, and conditions.
• Maintain up-to-date and accurate client records in line with company policies and procedures.

• Liaise with insurers to secure favourable terms and ensure policies meet client needs.
• Negotiate premiums and coverage terms to achieve the best outcomes for clients.

• Ensure all activities comply with FCA regulations and company compliance standards.
• Stay informed about regulatory and market changes to provide accurate advice to clients.

• Work closely with colleagues to deliver seamless client support.
• Share knowledge and best practices within the team to improve service delivery.
• Support and mentor less experienced team members as required.

Attributes, Skills & Qualifications

We welcome applications from individuals who meet the essential criteria through relevant experience or transferable skills. Additional desirable skills, attributes, or qualifications will be considered an advantage. We are committed to fostering a diverse and inclusive work environment and encourage candidates from all backgrounds and experiences to apply.

Essential:

• Experience in a similar account handling role within the insurance sector or specialism (Personal Lines, SME, Property Owners, PI, D&O and Cyber).
• Knowledge of commercial insurance products and markets.
• Proficiency in using insurance platforms and client management systems.
• Strong understanding of compliance responsibilities, including FCA regulations, Consumer Duty obligations, and other relevant standards.
• Proven ability to ensure all client and policy documentation meets regulatory and company compliance requirements.

Desirable:

• A CII qualification or a willingness to work towards it.
• Experience with Acturis or similar insurance systems.

In addition to technical knowledge and experience, we’re looking for individuals who demonstrate:

• Client-focused, with excellent communication and customer service skills.
• Strong organisational and time-management abilities.
• Confidence in managing multiple tasks under pressure.
• Proactive and adaptable, with a willingness to learn.
• A collaborative approach, contributing positively to team success.

NRG is an equal opportunities employer committed to promoting a diverse and inclusive workplace. We oppose all forms of unlawful or unfair discrimination on the grounds of any protected characteristic. Our aim is to create an environment that encourages diversity, builds on individual differences, and responds equitably to the needs of all. We proactively take steps to fulfil our legal obligations, remove barriers, monitor for fairness, reflect the communities we serve, and enforce a zero-tolerance policy for breaches of our Equality and Diversity policy.

If you’re a dedicated professional ready to advance your career, apply now—we’d love to have you on our team!