Account Handler

Account Handler Insurance
Our client, one of the UK''s leading specialist insurance brokers, is recruiting an Insurance Account Handler to join their Leeds office. As the Insurance Account Handler, you''ll support the development and retention of clients by providing a comprehensive commercial insurance service. This includes technical insurance and risk management advice, as well as handling personal insurance requirements connected to commercial clients.
 Key responsibilities

• Work closely with Account Executives to support client management and contribute to company objectives.
• Build strong working relationships with Account Executives to ensure client needs are understood and met.
• Review the insurance requirements of existing and prospective clients, preparing detailed reports and registers.
• Negotiate with Underwriters on placements, renewals, and amendments of client policies.
• Ensure all policy documentation and financial instructions are accurate and completed within required timescales.
• Provide advice on risk management and prevention for Commercial Motor and Non-Motor risks in conjunction with Underwriters.
• Maintain professional standards and contribute to client satisfaction.
• Assist with credit control activity where required.
• Manage policy renewals and mid-term adjustments.
• Knowledge of Acturis is desirable.

As an Insurance Account Handler, you will work with integrity and professionalism, following FCA regulations and company procedures. You''ll manage risk, maintain accurate records, and provide high-quality service to clients and colleagues. Success will be measured by meeting objectives, completing training, and building strong relationships. A solid understanding of personal and commercial insurance, underwriting, rating factors, and FCA compliance is required, along with confidence using insurance IT systems and preparing reports and registers. This is a strong opportunity for an Insurance Account Handler to grow their career with a respected specialist broker.
 
Salary: £25,000 - £32,000 (DOE)
Location: Leeds (LS20), near Guiseley Train Station
Hours: Monday - Thursday 9:00am - 5:00pm, Friday 9:00am - 4:00pm (1-hour unpaid lunch) Office-based
Appointment subject to a satisfactory DBS Basic check.
 
For more information about the role apply now or contact Sally at Headway Recruitment.

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