We’re looking for an experienced Account Handler/Broker to join a thriving and dynamic team, supporting a wide portfolio of clients with a first-class service.
You’ll be responsible for managing existing client relationships, providing advice on cover and pricing, and ensuring that all insurance documentation is accurate, timely, and compliant. This is a brilliant opportunity to join a supportive team that values collaboration, integrity, and high standards.
What You’ll Be Doing:
* Delivering exceptional customer service via email, phone, and face-to-face when required
* Reviewing client needs and advising on suitable insurers and products
* Preparing and issuing compliant documentation and renewal reports
* Maintaining accurate client files and up-to-date system records
* Proactively retaining clients and discussing additional cover or services
* Liaising with insurers and managing policy queries
* Chasing outstanding premiums and managing credit control
* Supporting team and business-wide targets with professionalism and care
* Ensuring full compliance with FCA regulations and company policies
What We’re Looking For:
1. Minimum of 3 years’ experience in a similar insurance role
2. Strong technical knowledge of Personal Lines
3. Experience working under delegated authority facilities (advantageous)
4. Cert ...