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Account handler

York (North Yorkshire)
ProFound
Account handler
Posted: 2 August
Offer description

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Business Director looking to connect with Candidates and Clients in Underwriting, Broking, Claims, Sales, IT, Finance, Risk & Compliance, and Legal…

Job Description: Commercial Insurance Account Handler

Location: York & Harrogate

Employment Type: Full-Time

Overview

We are seeking a proactive and detail-oriented Commercial Insurance Account Handler to join our dynamic team. The ideal candidate will have proven experience in managing commercial client accounts within the insurance sector and must be highly proficient in using Acturis to handle policy administration and client servicing.

Responsibilities

* Manage a portfolio of commercial clients across various industries
* Handle renewals, mid-term adjustments (MTAs), and new business quotations
* Liaise with insurers to negotiate competitive terms and cover
* Maintain and update client records using Acturis
* Provide accurate and timely documentation to clients and insurers
* Support the Account Executives in client meetings and development
* Ensure compliance with FCA regulations and company procedures

Requirements

* Minimum 2 years of experience in a commercial insurance role
* Solid working knowledge of Acturis software (essential)
* Strong understanding of UK commercial insurance products (SME, Property, Liability, Motor Fleet, etc.)
* Excellent communication and customer service skills
* Cert CII qualification (or working towards it) is desirable
* Ability to prioritise workload and meet deadlines

What We Offer

* Competitive salary and bonus structure
* Supportive team environment and ongoing professional development
* Opportunity to work with a well-respected brokerage and grow within the business


Seniority level

* Seniority level

Associate


Employment type

* Employment type

Full-time


Job function

* Job function

Customer Service and Sales
* Industries

Insurance Agencies and Brokerages

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