Account Handler

Account Handler

Job Market – General Insurance

Account Handler – Commercial Insurance - About the role

As an Account Handler within the Commercial Insurance team, you will play a vital role in managing client relationships and supporting the administration of specialised insurance portfolios. . 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.

Account Handler – Key duties

Identify and pursue opportunities to cross-sell appropriate products and services to existing clients.

Cultivate recommendations and referrals from existing clients.

Correctly assess clients’ and prospective clients’ demands and needs and suggest appropriate products wherever possible.

Administer the insurance portfolios of allocated clients in a timely, professional and cost-effective manner.

Assist with the daily running of the team as required. 

Comply with regulatory requirements, industry codes of practice and the Companies own procedures and rules.

Account Handler – Key requirements

Knowledge of commercial insurance products and markets. Proficiency in using insurance platforms and client management systems (Acturis)

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: ACII qualification or a willingness to work towards it. Experience with Acturis or similar insurance systems..