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Schemes account handler

Doncaster
The Bell
Account handler
Posted: 30 March
Offer description

We are delighted to be supporting a leading Insurance Broker that has recently undergone exciting developments, creating an excellent opportunity for a Schemes Account Handler/Underwriter to join their team in Leeds.


Responsibilities

* Respond to client queries promptly and professionally, delivering outstanding customer service
* Build and maintain strong client relationships, understanding their insurance needs and identifying opportunities to enhance cover
* Process new business, renewals, mid‑term adjustments, and cancellations, ensuring accurate and compliant client records
* Liaise with insurers to ensure policies meet client requirements and secure favourable terms where possible
* Ensure all activities comply with FCA regulations and company compliance policies, keeping up to date with regulatory changes
* Collaborate closely with colleagues to deliver seamless client support, sharing knowledge and best practices


Qualifications

* Experience in insurance, either with personal lines or commercial risks
* A basic understanding of insurance products and market practices
* Proficiency in MS Office and the ability to quickly learn internal systems
* Awareness of FCA regulations and industry compliance requirements
* Strong organisational skills with the ability to manage multiple tasks efficiently
* Excellent attention to detail and accuracy in documentation
* Confident verbal and written communication skills for engaging with clients, insurers, and internal teams
* A proactive mindset, with the ability to anticipate issues and offer practical solutions
* Analytical skills to support renewals and related administrative processes
* Progress toward (or willingness to pursue) CII qualifications, with full support provided by the business
* Experience with Acturis is desirable, though full training will be offered


Benefits

* A chance to step into a commercial insurance role with a company renowned for developing and progressing its people
* Competitive salary up to £32,000, based on experience
* 27 days annual leave, plus bank holidays
* Generous pension scheme
* Life assurance at four times your salary
* Private medical scheme
* Hybrid working (2 days from home)
* Full support toward professional qualifications and career advancement
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