Account Handler – Commercial - Southend-On-Sea
Working Hours Monday - Friday 9:00 am - 5:30 pm
Office Based / Hybrid
Position Profile
As an Account Handler, you will play a key role in delivering exceptional service to clients by managing their insurance portfolios and supporting the team in providing tailored insurance solutions. You will ensure client needs are met efficiently, while maintaining high standards of accuracy, compliance, and professionalism. Your role will focus on fostering strong client relationships, driving retention, and supporting operational excellence.
Key Responsibilities:
Client Management
* Respond promptly and professionally to client queries, ensuring a high level of customer service.
* Build and maintain strong relationships with clients, understanding their individual insurance requirements.
* Assist with the preparation and renewal of client insurance policies, ensuring accuracy and continuity of cover.
* Provide expert advice on a range of insurance products and identify opportunities to enhance client coverage.
Policy Administration
* Process new business, renewals, endorsements, and cancellations accurately and within agreed timelines.
* Review and ensure the accuracy of policy documentation, terms, and conditions.
* Maintain up-to-date and accurate client records in line with company policies and procedures.
Insurer Negotiation
* Liaise with insurers to secure favourable terms and ensure policies meet client needs.
* Negotiate premiums and coverage terms to achieve the best outcomes for clients.
Candidate Profile:
Essential:
* Experience in a similar account handling role within the insurance sector or specialism (Personal Lines, SME, Property Owners, PI, D&O and Cyber)
* Knowledge of commercial insurance products and markets.
* Proficiency in using insurance platforms and client management systems.
* Strong understanding of compliance responsibilities, including FCA regulations, Consumer Duty obligations, and other relevant standards.
* Proven ability to ensure all client and policy documentation meets regulatory and company compliance requirements