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Insurance account handler

Sawbridgeworth
PERM RECRUITMENT LIMITED
Insurance account handler
£35,000 a year
Posted: 4 May
Offer description

Full time Hybrid working - Sawbridgeworth - Monday to Friday 9am to 5.50pm £32-36,000 per annum
Are you passionate about Customer Service and account Management this is a great opportunity to work for a boutique insurance brokerage specialising in tailored protection solutions for high-profile clients, including professional athletes, entrepreneurs, property experts, and high-net-worth individuals.
Our client are seeking to hire a Commercial Insurance Account Executive to join its growing team. This is a full-time, hybrid role based in Sawbridgeworth, offering flexibility to work from home part-time. The Insurance Account Handler will be responsible for the day-to-day management and servicing of client insurance accounts, ensuring a consistently high standard of service delivery. The role supports the placement, renewal, and ongoing administration of insurance programmes, with a strong focus on client satisfaction, accuracy, and efficiency.
Key Responsibilities
Client & Account Management
Act as a primary point of contact for clients, delivering a responsive and professional service
Manage a portfolio of insurance accounts, ensuring client needs are understood and addressed
Build and maintain strong, long-term relationships through clear communication and proactive service
Renewals & Placing Support
Manage and process policy renewals in a timely and efficient manner
Liaise with insurers and underwriters to obtain, negotiate, and secure competitive terms
Prepare and present accurate risk and client information to insurers
Support the placement of complex and non-standard property risks
Technical & Administrative Duties
Handle mid-term adjustments, policy amendments, and documentation issuance
Maintain accurate and compliant records across all systems and client files
Ensure policies are processed in line with internal procedures and regulatory requirements
Proactive Account Management
Identify opportunities to enhance cover or improve programme structure
Ensure ongoing client satisfaction, retention, and service consistency
Support continuous improvement in processes and service standards
Qualifications, Skills & Experience
Essential
Proven experience within insurance or insurance brokerage, ideally in a client-facing role
Strong understanding of insurance products, policy administration, and market processes
Experience handling policy renewals and ongoing account management
Excellent customer service and communication skills
High attention to detail with strong organisational and time-management abilities
Proficiency with the Acturis insurance operating platform and confidence adopting new technology
Desirable
Experience supporting or participating in the placing of complex or hard-to-place risks
Knowledge of regulatory compliance and insurance industry standards
Progress towards, or holding, professional insurance qualifications (e.g. Cert CII, Dip CII, ACII)
Personal Attributes
Client-focused with a proactive service mindset
Detail-driven, accurate, and technically confident
Professional, collaborative, and able to work effectively within a close-knit team
Comfortable operating in a fast-paced, growth-oriented environment
Why Join
Opportunity to work with high-profile and high-net-worth clients
Exposure to complex and specialist property risks
Supportive, boutique environment with strong market access
Hybrid working and a culture focused on quality, relationships, and long-term growth
Salary & Benefits
Salary
Competitive salary, commensurate with experience and technical capability
Salary level will reflect prior experience within insurance brokerage, complexity of accounts handled, and proficiency with Acturis
Benefits
Hybrid working arrangement, with 23 days (flexible) per week based in the Sawbridgeworth office and remaining days worked remotely
25 days annual leave plus bank holidays
Nest pension scheme
Professional development and study support, including assistance towards professional qualifications
Opportunity to work with high-net-worth clients and complex, hard-to-place property and commercial risks
Access to a wide and specialist insurer panel
Supportive boutique environment with ongoing development opportunities as the business continues to grow

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