Account Handler’s (New Business and Existing Business)

Role Profile

The Account Handler provides the administrative and technical backbone of the client servicing process, working closely with the Account Executive’s to ensure clients receive accurate, timely and compliant insurance support. This is a predominantly administrative role covering CRM management, underwriter liaison, quotation preparation, invoicing, credit control and mid-term policy administration, all delivered with the accuracy and knowledge the clients expect.

Skills And Competencies

• Strong administrative and organisational skills, with excellent attention to detail
• Confident, professional written and verbal communication with clients and underwriters
• Ability to manage multiple tasks and deadlines simultaneously, prioritising effectively
• Comfortable working within CRM systems (e.g. Acturis) and Microsoft Office (Outlook, Excel, Word)
• A methodical, process-driven approach with a commitment to accuracy in documentation and figures
• Good numeracy skills, particularly for invoicing, premium calculations and credit control
• A team player who is proactive in chasing outstanding items without being asked

Experience And Qualifications

• Previous experience in an insurance administration, account handling or broking support role is desirable
• Experience with Acturis or a similar broking CRM/platform is an advantage
• Cert CII (or working towards) is desirable but not essential; study support may be available
• GCSE (or equivalent) grade C/4 or above in English and Maths
• Experience in a fast-paced, deadline-driven office environment