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:
* Act as a day-to-day point of contact for clients and brokers.
* Support the management of client accounts, including renewals, policy administration, endorsements, mid-term adjustments and claims liaison.
* Liaise with brokers, underwriters, claims teams and external partners to ensure client needs are met.
* Gather and prepare information for renewals, risk reviews and policy updates.
* Maintain accurate documentation, CRM records and compliance requirements.
* Assist in producing reports, account summaries and supporting documents.
* Prioritise and manage multiple client tasks in a fast-paced environment.
* Provide a high level of client service, ensuring timely and proactive communication.
Skills & Experience Required:
* Minimum 2 years’ experience in an account handling, broking, client service or administrative role within insurance or financial services.
* Solid understanding of insurance processes (commercial, corporate, property, or HNW insurance experience an advantage).
* Strong communication skills with confidence dealing with clients and stakeholders.
* Excellent attention to detail and strong organisational ability.
* Able to manage multiple tasks and work to deadlines.
* Proficient with Microsoft Office; experience with CRM or policy management systems is beneficial.
* Professional, calm and service-focused approach.
What the Role Offers:
* Exposure to a wide range of clients, including corporate, property and high-value private clients.
* An opportunity to develop your insurance career in a supportive and well-regarded firm.
* A varied role with genuine scope for long-term progression and learning.