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- Tasks: Manage client insurance accounts and deliver top-notch customer service.
- Company: Boutique insurance brokerage specialising in tailored protection for high-profile clients.
- Benefits: Competitive salary, hybrid working, 25 days leave, and professional development support.
- Other info: Join a growing team with excellent career advancement opportunities.
- Why this job: Work with elite clients and tackle complex insurance challenges in a supportive environment.
- 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.
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.
- Renewals & Placing Support
- 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.
- Technical & Administrative Duties
- 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.
- Proactive Account Management
- 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.
- Desirable
- 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 in Sawbridgeworth 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 in Sawbridgeworth
✨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 what you bring to the table. A confident, concise introduction can make a lasting impression during networking events or interviews.
✨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 and engaged with our brand.
We think you need these skills to ace Insurance Account Handler in Sawbridgeworth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Insurance Account Handler role. Highlight your experience in client management and insurance, focusing on how you've delivered excellent customer service in the past.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working with high-profile clients and how your skills align with our boutique brokerage's needs.
Showcase Your Attention to Detail: In the insurance world, details matter! Make sure your application is free from typos and errors. This shows us that you have the strong organisational skills we’re looking for.
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 don’t miss out on any important updates!
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 policies the company handles, 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, be ready to share examples of how you've delivered exceptional customer service in the past. Think of specific situations where you went above and beyond for a client, as 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 prepared to discuss how you would handle these tasks. Showing confidence in your technical abilities will reassure the interviewer of your capability.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Inquire 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.