Pelican Insured is a dynamic insurance brokerage focused on delivering tailored business insurance solutions for organisations of all sizes, from startups to established enterprises. The team brings years of industry experience and a deep understanding of the risks and challenges businesses face across different sectors with a strong focus on Construction, Manufacturing, Technology, Property and Cyber.
Pelican Insured emphasises trust, integrity, and a truly bespoke service, working closely with clients to design coverage that protects their assets, people, and operations. The company maintains an ongoing partnership with clients through proactive reviews, guidance on emerging risks, and updates on industry and regulatory changes. Caring for clients and building long-term professional relationships are central to how Pelican Insured operates.
Role Description
This is a full-time, on-site Account Handler role based in Swanwick. The Account Handler will manage a portfolio of business insurance clients, acting as a primary point of contact for day-to-day queries, policy changes, and documentation. Responsibilities include preparing and processing new business, renewals, and mid‑term adjustments, ensuring accurate records and timely communication with insurers and clients. The role involves reviewing coverage requirements, obtaining quotes, assisting with policy comparisons, and supporting the claims process by coordinating information and updates. The Account Handler will collaborate closely with brokers and other team members to deliver high‑quality and industry leading customer service, support retention and growth of accounts, and maintain compliance with internal procedures and industry regulations.
Qualifications
- Strong account management skills, including Account Management and Customer Service, with the ability to build and maintain professional client relationships.
- Practical knowledge of Insurance and Insurance Broking, including an understanding of business insurance products and market practices.
- Experience handling Renewals, including reviewing coverage, identifying gaps, and supporting negotiations with insurers.
- Excellent communication, organisation, and attention to detail, with the ability to manage multiple client accounts and deadlines.
- Comfort working with digital systems and CRM platforms, and confidence in handling documentation and data accurately.
- Previous experience in an insurance brokerage or commercial insurance environment is highly beneficial.
- Relevant professional qualifications (e.g., CII studies or equivalent) or a willingness to work toward them is an advantage.
- Experience in Acturis is also highly beneficial.
