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- Tasks: Manage client relationships and support specialised insurance portfolios in a dynamic team.
- Company: Join PZL, a forward-thinking company in the insurance sector.
- Benefits: Full-time role with opportunities for growth and development.
- Why this job: Make a real impact by helping clients find the right insurance solutions.
- Qualifications: Knowledge of commercial insurance and proficiency in client management systems.
- Other info: Entry-level position with a chance to learn and grow in the industry.
The predicted salary is between 28800 - 43200 £ per year.
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Job Market General Insurance
Account Handler Commercial Insurance – About The Role
As an Account Handler within the Commercial Insurance team, you will play a vital role in managing client relationships and supporting the administration of specialised insurance portfolios. Working closely with Account Executives, 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.
Account Handler Key Duties
- Identify and pursue opportunities to cross-sell appropriate products and services to existing clients.
- Cultivate recommendations and referrals from existing clients.
- Correctly assess clients and prospective clients demands and needs and suggest appropriate products wherever possible.
- Administer the insurance portfolios of allocated clients in a timely, professional and cost-effective manner.
- Assist with the daily running of the team as required.
- Comply with regulatory requirements, industry codes of practice and the Companies own procedures and rules.
Account Handler Key Requirements
- Knowledge of commercial insurance products and markets.
- Proficiency in using insurance platforms and client management systems (Acturis).
- 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: ACII qualification or a willingness to work towards it.
- Experience with Acturis or similar insurance systems.
Seniority level
- Entry level
Employment type
- Full-time
Job function
- Marketing Services
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Insurance Account Handler employer: PZL
Contact Detail:
PZL 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 and let them know you're on the lookout for an Account Handler role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of commercial insurance products and compliance regulations. We recommend practising common interview questions and scenarios related to client management to show you're ready to hit the ground running.
✨Tip Number 3
Don’t forget to showcase your soft skills! As an Account Handler, building strong client relationships is key. Be ready to share examples of how you've successfully managed client interactions in the past.
✨Tip Number 4
Apply through our website for the best chance at landing that role! We make it easy for you to submit your application directly, and it shows you're serious about joining our team at PZL.
We think you need these skills to ace Insurance Account Handler
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Insurance Account Handler role. Highlight your experience with commercial insurance products and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background aligns with our needs. Don’t forget to mention your understanding of compliance responsibilities and client management systems.
Showcase Your Client Relationship Skills: Since this role is all about managing client relationships, make sure to include examples of how you've successfully built and maintained client connections in the past. We love seeing candidates who can drive retention and foster strong relationships!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s quick and easy, and we can’t wait to see your application come through!
How to prepare for a job interview at PZL
✨Know Your Insurance Stuff
Make sure you brush up on your knowledge of commercial insurance products and markets. Familiarise yourself with the key terms and concepts, as well as any recent changes in regulations. This will show that you're not just interested in the role but also understand the industry.
✨Master the Acturis Platform
If you have experience with Acturis or similar systems, be ready to discuss it. If not, take some time to learn the basics. Being able to demonstrate your proficiency in using client management systems can set you apart from other candidates.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about times when you identified client needs and suggested appropriate products. This will highlight your ability to foster strong relationships and drive retention.
✨Understand Compliance Inside Out
Since compliance is a big part of the role, make sure you know the FCA regulations and Consumer Duty obligations. Be prepared to discuss how you would ensure all documentation meets regulatory requirements. This shows that you take compliance seriously and are ready to uphold high standards.
