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Insurance account handler

Sawbridgeworth
Permanent
PERM RECRUITMENT LIMITED
Insurance account handler
£35,000 a year
Posted: 22h ago
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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