How you will make an impact?
As an Account Handler at Clear Group, you will play a key role in delivering exceptional service to clients by managing their insurance portfolios and supporting the team in providing tailored insurance solutions. Working closely with Account Executives, you will ensure client needs are met efficiently, while maintaining high standards of accuracy, compliance, and professionalism. Your role will focus on fostering strong client relationships, driving retention, and supporting operational excellence.
Key Responsibilities
Client Management
* Handling of renewals, mid-term amendments, claims, premium financing arrangement and queries for a bank of existing clients ensuring a high level of customer service.
* Development of new business opportunities
* Build and maintain strong relationships with clients, understanding their current and future insurance needs and ensure expert advice is provided.
* Assist with the preparation and renewal of client insurance policies, ensuring accuracy and continuity of cover.
* Provide expert advice on a range of insurance products and identify opportunities to enhance client coverage.
Policy Administration
* Process new business, renewals, endorsements, and cancellations accurately and within agreed timelines.
* Review and ensure the accuracy of policy documentation, terms, and conditions.
* Maintain up-to-date and accurate client records in line with company policies and procedures.
Insurer Negotiation
* Liaise with insurers to secure favourable terms and ensure policies meet client needs.
* Negotiate premiums and coverage terms to achieve the best outcomes for clients.
Compliance and Regulation
* Ensure all activities comply with FCA regulations and company compliance standards.
* Stay informed about regulatory and market changes to provide accurate advice to clients.
Collaboration and Teamwork
* Work closely with Account Executives and colleagues to deliver seamless client support.
* Share knowledge and best practices within the team to improve service delivery.
* Support and mentor less experienced team members as required.
About You
Attributes: Skills: Qualifications
Candidates must meet the essential criteria through relevant experience or demonstrated transferable skills. However, desirable attributes, skills, and qualifications will be considered a strong advantage.
Essential
* Experience in a similar account handling role within the insurance sector or specialism.
* Knowledge of commercial insurance products and markets.
* Proficiency in using insurance platforms and client management systems.
* Strong understanding of compliance responsibilities, including FCA regulations, Consumer Duty obligations, and other relevant standards.
* Proven ability to ensure all client and policy documentation meets regulatory and company compliance requirements.
Desirable:
* A CII qualification or a willingness to work towards it.
* Experience with Acturis or similar insurance systems.
Key Skills and Attributes
* Strong organisational skills with the ability to manage multiple tasks effectively.
* Excellent communication and interpersonal abilities, with a focus on client satisfaction.
* A keen eye for detail and a commitment to accuracy and professionalism.
* Proactive and solution-oriented, with the ability to anticipate client needs.
* A team player who thrives in a collaborative environment.
Right to work
* Candidates must have the legal right to work in the UK.
Life at Clear – Your Career, Your Future
At Clear Group, we foster an inclusive, forward-thinking culture where everyone is empowered to thrive. Our Employee Value Proposition is built on trust, collaboration, and opportunity, ensuring that every team member is supported, recognised, and given space to grow. Whether you're nurturing long-term client relationships or shaping the future of the business, you'll be part of a team that genuinely values you as an individual.
Belonging is at the heart of everything we do. We are proud of our diverse and welcoming workplace, where everyone feels seen, heard, and respected. We know that the best ideas and innovations come from a mix of perspectives, and we believe we are
Stronger Together
— working as one team to deliver excellence for our clients, colleagues, and communities.
Our Values in Action
Our culture is grounded in professionalism, integrity, and teamwork. We're looking for individuals who share these values, those who take pride in delivering outstanding service, supporting their colleagues, and contributing to something bigger than themselves.
We succeed by working together. We actively champion a culture of belonging, where every voice is valued, and where success is measured not just by results, but by how we achieve them, collaboratively and with purpose.
Why Clear
At Clear, our culture is shaped by a shared commitment to excellence, adaptability, and continuous improvement. We believe people do their best work when they feel supported and inspired, so we invest in our people and empower them to thrive.
We celebrate ideas, encourage personal and professional growth, and recognise that real success is always a team effort. We foster an environment where your career can evolve, your contributions are acknowledged, and your potential is realised.
Because at Clear,
we grow, thrive, and succeed - together.
Clear Benefits
We know that great teams, career growth, and a supportive work environment are key to your success. Alongside a competitive salary, we offer a range of benefits designed to support your wellbeing, work-life balance, and future.
* Wellbeing Support:
Access our Wellbeing Hub, Employee Assistance Programme, and Group Medical Insurance, plus gym membership discounts and an eye care scheme.
* Flexible Work-Life Balance:
Enjoy hybrid working, up to 27 days of annual leave (increasing with service), plus the option to buy extra days.
* Future Planning:
Benefit from a contributory pension, Group Life Assurance, and Income Protection for added peace of mind.
* Rewards & Recognition:
Earn bonuses for successful referrals and professional qualifications.
* Giving Back:
Take volunteer days to support causes that matter to you.