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- Tasks: Manage client insurance accounts and deliver top-notch customer service.
- Company: Boutique insurance brokerage specialising in high-profile clients.
- Benefits: Competitive salary, hybrid working, 25 days leave, and professional development support.
- Other info: Join a supportive team with great growth opportunities.
- Why this job: Work with elite clients and tackle complex insurance challenges.
- Qualifications: Experience in insurance, strong communication skills, and attention to detail.
The predicted salary is between 32000 - 36000 £ per year.
Full time Hybrid working - Sawbridgeworth - Monday to Friday 9am to 5.50pm £32-36,000 per annum
Are you passionate about Customer Service and account Management? This is a great opportunity to work for a boutique insurance brokerage specialising in tailored protection solutions for high-profile clients, including professional athletes, entrepreneurs, property experts, and high-net-worth individuals. Our client is seeking to hire a Commercial Insurance Account Executive to join its growing team. This is a full-time, hybrid role based in Sawbridgeworth, offering flexibility to work from home part-time.
The Insurance Account Handler will be responsible for the day-to-day management and servicing of client insurance accounts, ensuring a consistently high standard of service delivery. The role supports the placement, renewal, and ongoing administration of insurance programmes, with a strong focus on client satisfaction, accuracy, and efficiency.
Key Responsibilities- Client & Account Management
- Act as a primary point of contact for clients, delivering a responsive and professional service
- Manage a portfolio of insurance accounts, ensuring client needs are understood and addressed
- Build and maintain strong, long-term relationships through clear communication and proactive service
- Manage and process policy renewals in a timely and efficient manner
- Liaise with insurers and underwriters to obtain, negotiate, and secure competitive terms
- Prepare and present accurate risk and client information to insurers
- Support the placement of complex and non-standard property risks
- Handle mid-term adjustments, policy amendments, and documentation issuance
- Maintain accurate and compliant records across all systems and client files
- Ensure policies are processed in line with internal procedures and regulatory requirements
- Identify opportunities to enhance cover or improve programme structure
- Ensure ongoing client satisfaction, retention, and service consistency
- Support continuous improvement in processes and service standards
- Essential
- Proven experience within insurance or insurance brokerage, ideally in a client-facing role
- Strong understanding of insurance products, policy administration, and market processes
- Experience handling policy renewals and ongoing account management
- Excellent customer service and communication skills
- High attention to detail with strong organisational and time-management abilities
- Proficiency with the Acturis insurance operating platform and confidence adopting new technology
- Experience supporting or participating in the placing of complex or hard-to-place risks
- Knowledge of regulatory compliance and insurance industry standards
- Progress towards, or holding, professional insurance qualifications (e.g. Cert CII, Dip CII, ACII)
- Client-focused with a proactive service mindset
- Detail-driven, accurate, and technically confident
- Professional, collaborative, and able to work effectively within a close-knit team
- Comfortable operating in a fast-paced, growth-oriented environment
- Opportunity to work with high-profile and high-net-worth clients
- Exposure to complex and specialist property risks
- Supportive, boutique environment with strong market access
- Hybrid working and a culture focused on quality, relationships, and long-term growth
- Competitive salary, commensurate with experience and technical capability
- Salary level will reflect prior experience within insurance brokerage, complexity of accounts handled, and proficiency with Acturis
- Hybrid working arrangement, with 23 days (flexible) per week based in the Sawbridgeworth office and remaining days worked remotely
- 25 days annual leave plus bank holidays
- Nest pension scheme
- Professional development and study support, including assistance towards professional qualifications
- Opportunity to work with high-net-worth clients and complex, hard-to-place property and commercial risks
- Access to a wide and specialist insurer panel
- Supportive boutique environment with ongoing development opportunities as the business continues to grow
Insurance Account Handler employer: PERM RECRUITMENT LIMITED
Contact Detail:
PERM RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Account Handler
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, attend events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their services and be ready to discuss how your experience aligns with their needs. This shows you're genuinely interested and ready to hit the ground running.
✨Tip Number 3
Practice your pitch! Be clear about your skills and experiences that make you a great fit for the Insurance Account Handler role. A confident and concise introduction can set the tone for a successful conversation.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Insurance Account Handler
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your customer service and account management experience, as these are key for the Insurance Account Handler role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about working in insurance and how you can contribute to our team. Be specific about your experience with high-net-worth clients and your understanding of insurance products.
Showcase Your Attention to Detail: Since accuracy is crucial in this role, make sure your application is free from typos and errors. This will demonstrate your attention to detail and professionalism right from the start.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at PERM RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of insurance products and market processes. Familiarise yourself with the specific types of accounts you'll be managing, especially those related to high-net-worth clients. This will show that you're not just interested in the role but also understand the nuances of the industry.
✨Showcase Your Customer Service Skills
Since this role is all about client management, prepare examples of how you've delivered exceptional customer service in the past. Think of situations where you went above and beyond for a client or resolved a tricky issue. This will demonstrate your proactive service mindset.
✨Prepare for Technical Questions
Expect questions about policy renewals, mid-term adjustments, and compliance. Brush up on your technical knowledge and be ready to discuss how you would handle these tasks. Being able to speak confidently about your experience with platforms like Acturis will also give you an edge.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Ask about the team dynamics, the types of clients you'll be working with, or how the company supports professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.