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Senior Insurance Account Handler

  • Location: Reading
  • Salary: Up to £35,000 pa per year
  • Job Type:Permanent

Posted 5 months ago

Your new role:

Our client is seeking a Senior Account Handler with a minimum of 2 years’ experience providing specialist advice in the insurance market and qualified to a minimum of Cert CII (or prepared to gain Cert CII within 18 months)



 Assist in achieving Group/Division client retention targets by providing an excellent level of service.

Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal

Attend client meetings as necessary and action meeting points (if applicable). 

Undertake market exercise to establish most competitive terms available.

Obtain renewal terms and present to client.  

Issue renewal documentation in line with contract certainty.

Ensure premiums are collected prior to the commencement of cover.

Prioritise and handle all work promptly and accurately.

Handle and process all queries, whether written or by telephone, in a professional manner.

Record all relevant information, correspondence and documentation on Acturis and make effective use of the diary system.

Produce accurate and professional documentation at all times using relevant templates.

Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium.

Actively cross-sell products from other Divisions.

Refer all queries that fall outside own experience, knowledge and authority to senior staff.

Liaise with and assist other departments as necessary.


  • Attention to detail and accuracy
  • Ability to prioritise and meet deadlines
  • Excellent level of negotiation and broking skills
  • Effective communication skills
  • Ability to gather and analyse information from the client
  • Ability to persuade and influence others

Please note, should you not receive feedback within 28 days, unfortunately your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.