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Account handler simpson & parsons · windermere, lakes

Skelwith Bridge
Tasker & Partners
Account handler
Posted: 28 July
Offer description

The role

We are seeking an experienced and motivated Account Handler to join Simpson & Parsons, part of the Jensten Group. Established in 1983 in the English Lake District, we are known for reliable, high-quality service provided by knowledgeable advisors in Commercial and Personal Lines Insurance. The successful candidate will report to the General Manager and be based at our Windermere office.

Key responsibilities include:

* Offering and presenting insurance solutions, including policies and risk management options, to secure renewals and new business.
* Assisting team performance through regular communication with colleagues and managers, raising concerns, and providing solutions.
* Identifying and pursuing cross-selling and up-selling opportunities, utilizing company leads, and developing new ways to increase quote volume.
* Achieving or exceeding targets for quotes, sales, and income from all marketing sources, including personal prospecting.
* Understanding clients’ business operations, opportunities, risks, and their approach to risk management and insurance.
* Ensuring compliance with local procedures, customer service standards, and external regulations such as FCA.

About you

The ideal candidate will have excellent communication and written skills, keen attention to detail, and a desire for continuous development. Opportunities for career progression, training, and industry growth are available. You will likely have:

* An insurance background
* Cert CII or willingness to obtain it
* Strong customer service skills
* An excellent telephone manner and ability to build relationships
* Drive and passion for learning in insurance
* Experience in a similar role working with insurers and clients
* Initiative and multi-tasking skills, with proficiency in updating systems and admin
* Knowledge of Acturis systems (desirable)

Rewards & Benefits

Joining us offers a supportive culture and attractive benefits, including:

* Competitive salary with annual reviews and bonuses
* 27 days annual leave plus bank holidays, with additional days for your birthday and religious holidays
* Auto-enrolled pension scheme with 5% employer contributions
* Flexible benefits of your choice
* Group Life Assurance (4x salary)
* Fully paid maternity, paternity, and adoption leave for three months
* Support for professional qualification studies
* Perks at work, including discounts on cinema tickets, dining, and luxury items
* Holiday purchase scheme (up to 5 days annually)

About Us:

Jensten, launched in 2018, is one of the UK's largest independent broking groups, placing over £400m GWP. We operate across retail insurance, Lloyd's, London Market, and specialist underwriting, balancing scale with a client-focused culture rooted in entrepreneurial spirit. Join us to be part of a dynamic and growing team committed to excellence in insurance distribution.

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