Job Description
Account Handler - Insurance & Risk Advisory
Location: London (office-based)
Salary: £40k
Experience Required: Minimum 2 years’ experience in account handling, client services, broking, or similar roles within insurance or financial services
Overview:
An established insurance and risk advisory firm is looking for a reliable and organised Account Handler to support its growing portfolio of private and corporate clients. You’ll work closely with brokers and senior account managers, helping to deliver a high standard of service and ensuring the smooth running of client accounts from start to finish.
Key Responsibilities:
1. Act as a day-to-day point of contact for clients and brokers.
2. Support the management of client accounts, including renewals, policy administration, endorsements, mid-term adjustments and claims liaison.
3. Liaise with brokers, underwriters, claims teams and external partners to ensure client needs are met.
4. Gather and prepare information for renewals, risk reviews and policy updates.
5. Maintain accurate documentation, CRM records and compliance requirements.
6. Assist in producing reports, account summaries and supporting documents.
7. Prioritise and manage multiple client task...