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Insurance Account Handler

Commercial Account Handler - Insurance

Are you looking to start your career in insurance, or do you already work in insurance and you're interested in joining a small and friendly team of Insurance Brokers?

My client have been established for 4-5 years and are looking for an additional person to join their established team of four. Initially the role will be office based until you're familiar with the role and then it will become a hybrid role.

If you are starting out in your career then my client offers full training and development to enable you to pass your Insurance exams (CII) certification.

Duties and responsibilities:

  • Ensure accuracy, efficiency and professionalism when dealing with both client and insurer and conducting related administration work:

o Renewals

o Mid Term Adjustments

o Claims

o Queries

o Premium financing arrangements

o Cover note issuance

  • Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices and Guides to Best Practice.

  • Handle any complaints in accordance with regulation, the Company’s Conduct Policy and Guide to Best Practice.

  • Conduct learning, training and assessment exercises in accordance with the individual T&C scheme applicable to you. Identify further areas for own development as required.

  • Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times.

  • Develop and maintain a professional working relationship with all clients and provide expert product advice and guidance

  • Actively secure renewal business by re-broking existing business to ensure the client is presented with the most suitable and cost effective cover.

  • Promote and increase the use of in house premium finance, from insurer schemes.

  • Support the Account Executive with duties where required.


  • Be aware of the contents of the company’s Guides to Best Practice and ensure a full understanding of the following subjects, as a direct relation to the role. Ensure full compliance to the procedures contained within the Guides

o Commercial business

o Consumer business (if applicable)

o Consumer Credit

o Complaints

o Contract Certainty

o Errors & Omissions

o Training and Competence

o Conflicts of Interest

o Consumer duty

o Whistle Blowing

o Financial Crime

o Data Security and General Data Protection Regulator

o Record Keeping

  • Ensure compliance to the company’s employment policies and procedures as contained within the Employee Handbook.

  • Ensure compliance with the Individual Conduct rules and Conduct policies.

  • Ensure all other company practices and procedures are followed and adhered to.

  • Where appropriate take responsibility for meeting the reporting requirements of the FCA

  • Where required ensure staff are adhering to FCA compliance. Perform regular file and sales audits.

Consumer Duty:

  • All employees are responsible for engaging with the senior management of the firm in ensuring that customers are consistently treated fairly and for observing all of the firm’s TCF procedures.

Professional development:

  • Conduct learning, training and assessment exercises in accordance with the individual T&C scheme applicable to you. Identify further areas for development as required.

  • Attend supervision sessions, team and management meetings as appropriate.

  • Attend in house training and external training courses as agreed.


  • Develop and maintain effective and valuable relationships with insurers and underwriters for the benefit of the company and its clients.

  • Comply with the administration requirement of any given insurer.

  • Assimilate all company literature circulated by the firm or its agencies.


  • Ensure personal data (client and employee) is secure, held and properly utilised in accordance with the principles of the Data Protection Act (2018) and Company policies.

  • Work at all times within strict confidentiality guidelines and the principals of the Data Protection Act (2018) and Company policies.

  • Report any potential breaches, including weaknesses in current systems.


  • Prioritise all client communication and ensure it is actioned in a timely way and in accordance with company procedures.

  • Maintain all computer and paper files in accordance with company standards (which should be fully compliant with FCA).


  • Ensure the Health and Safety manual is followed and the office is kept clear and presentable, clear of obstructions at all times, ensuring that all deliveries, parcels, post and messages are given to the appropriate person promptly.

  • Undertake any other reasonable duties as directed by your line manager.

Ideal Person:

Working knowledge of most commercial insurance products

Experience of working as an Account Handler in a similar broking environment

Experience of working to high standards of FCA compliance

Attention to detail

Confident communicator

Building strong relationships with e.g. clients, insurers etc

I.T. skills including use of an insurance IT system e.g. Acturis, Open GI and Microsoft products

Organisational skills

Willingness to work towards Cert CII or Cert CII qualified

Satisfy all pre-employment checks required for the role including criminal records and credit check.

Evidence of CPD records

Driving licence and access to a vehicle

Remuneration: Annual salary depending on experience, from 24k for a trainee, plus bonus and flexible benefits.



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