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Account Handler


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Salary £26000 - £32000

Recruiter Managing This Role

Account Handler (Covering: Personal Lines (Home & Motor), Commercial Vehicle, Property Owners, Commercial Combined & Liabilities)

Department:   General Insurance Team  

To work as part of a team in the processing of quotations, new business, mid- term alterations and renewal retention on an existing and growing book of business.  

Duties & Responsibilities:

  • Answer telephone enquiries.
  • Take information in order to provide a quotation.
  • Liaise with Insurers and product providers.
  • Provide quotations to clients.
  • Arrange cover for clients.
  • To be able to collect premiums from clients and understand processes for doing so.  
  • Check proposal forms received from Clients before sending to Insurers.
  • Chase clients for documentation
  • Check policy documentation before sending to clients
  • Take details and process mid-term alterations.
  • Chase clients for premiums
  • Prepare renewal documents and send to clients.
  • Answer queries received from clients and Insurers.
  • To be able to use a computer system to deal with and manage clients including a computer diary system.
  • Provide new business quotations to prospective clients.

Responsible to:        General Insurance Team Manager.

37 hours week: 

Standard day: 9:00am to 5:30pm (5pm finish on Friday)

Hybrid Remote (2 days office, 3 days home)

Ideally minimum of 3-5 years insurance broking experience and ideally previously dealt with the above products.

Use of Applied Epic or Open GI is preferred

preferably within £26,000-£32,000 (Higher commercial lines experience will be higher in the band)




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Application For Account Handler