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:
Minimum of 3 years’ experience in a similar insurance role
Strong technical knowledge of Personal Lines
Experience working under delegated authority facilities (advantageous)
Cert ...