Job Description
Our client is a well-established and growing Commercial Insurance Broker based in Colchester, recognised for delivering a first-class, bespoke service to its clients. With a forward-thinking and consultative approach to insurance broking, they are now seeking a like-minded, experienced Account Handler to join their team.
This is an excellent opportunity to join a thriving and innovative brokerage that places strong emphasis on relationship management, client service excellence and long-term partnerships.
As an Account Handler, you will be responsible for managing and developing key client relationships, ensuring clients receive tailored insurance solutions that meet their evolving needs. You will work closely with colleagues, underwriters and claims teams to deliver a seamless and professional service.
Key Responsibilities
* Build and maintain professional, personable relationships with clients in relation to their commercial insurance portfolios
* Maintain regular client contact via telephone, email and face-to-face meetings to ensure needs are fully understood and serviced
* Identify opportunities to enhance client cover and support the development of new business opportunities
* Support the claims process when required, ensuring accurate and timely communication of information
* Accurately maintain client records and interaction notes within the CRM system
* Manage renewal processes proactively, engaging with clients well in advance to discuss options and provide tailored recommendations
* Quote additional products for existing clients and prepare quotations for new business
* Liaise effectively with underwriters regarding underwriting documentation and requirements
* Work collaboratively with colleagues to support the continued growth and development of the business
* Ensure all activities are carried out in line with internal procedures and FCA regulations
Person Specification
* Minimum of three years’ experience in an Account Handler role within an insurance brokerage
* Strong background in customer service, account management or sales, with experience meeting clients
* Full UK driving licence for occasional client visits and events
* Educated to a good standard, with professional insurance qualifications or a willingness to work towards them
* CII qualifications to the appropriate level or commitment to obtaining them
* Experience using the Acturis platform
* Highly professional with a strong focus on confidentiality and compliance
* Flexible, proactive and adaptable approach to work
* A confident, personable team player with excellent relationship-building skills
* Comfortable using technology and open to change
* Successful DBS or criminal records check required
If you are an experienced insurance professional looking to join a progressive brokerage that values quality, collaboration and client service, this opportunity offers both challenge and long-term career development.