ACCOUNT HANDLER JOB DESCRIPTION

The Account Handler is a client-facing broking professional managing commercial insurance portfolios across the full policy lifecycle, from placement and renewal through to mid-term adjustments and claims support. Sitting within a broking team, this role bridges insurer panels, compliance frameworks, and market platforms to deliver technically sound, client-centric service. Commercial broking firms, Lloyd's market operations, and specialist lines businesses all depend on this function to sustain book quality, drive retention, and uphold regulatory standards.

As the Account Handler, this position manages a designated portfolio of commercial insurance accounts, driving retention, new business growth, and compliant service delivery across the full policy cycle. Reporting to senior broking leadership, the role operates within a team of Account Executives, underwriters, and operations colleagues, with direct responsibility for insurer liaison, client documentation, and day-to-day account performance.

Career Impact: Managing a live commercial portfolio builds recognised technical credibility within the UK insurance broking market and accelerates progression toward chartered qualifications.

Business Impact: Retention performance and renewal quality delivered by this role directly protect premium income and client satisfaction across the portfolio.

Growth Opportunity: Exposure to specialist lines, market platforms, and cross-functional broking activity expands technical scope and creates a clear path toward senior account or executive-level roles.

• Manage renewals, mid-term adjustments, and new business enquiries across a designated portfolio of commercial insurance accounts.
• Prepare broking presentations, market submissions, and client documentation to required quality and compliance standards.
• Liaise with insurers and underwriters to obtain quotations, negotiate terms, and place business in line with broking strategy.
• Build and maintain broker, client, and insurer relationships through regular contact and responsive service delivery.
• Monitor credit control, track premium payments, and escalate uncollected premiums within agreed service level timelines.
• Ensure all processing, policy checking, and administration comply with FCA regulations and internal governance procedures.
• Identify risk exposures and recommend insurance solutions in consultation with Account Executives and senior colleagues.
• Support less experienced team members through guidance, referral handling, and system or process assistance.

• Bachelor's degree in a relevant field or equivalent work experience.
• 2+ years of commercial insurance broking or account handling experience, with demonstrated portfolio responsibility.
• Working knowledge of major commercial insurance classes, policy structures, and market practices.
• Understanding of FCA compliance requirements, including TCF principles, Data Protection, and insurance conduct standards.
• Strong numeracy and analytical ability to interpret policy data, loss information, and premium calculations accurately.
• Excellent written and verbal communication skills, with the ability to manage complex client and insurer interactions.
• Proven ability to prioritise a concurrent portfolio of accounts, meet deadlines, and work independently or within a team.
• Cert CII qualification attained or actively in progress toward chartered insurance designations.

• Experience within a specialist line such as Construction, Real Estate, Cargo, Renewable Energy, or Lloyd's market operations.
• Background managing global or international insurance programmes across multiple jurisdictions.
• Previous supervisory or mentoring responsibility for junior account handling or administrative colleagues.
• Familiarity with Lloyd's market working practices, Market Reform Contracts, and credit control within syndicate environments.

• Core Stack: Acturis, Microsoft Office (Word, Excel, Outlook, PowerPoint, Teams).
• Market Platforms: PPL (Placing Platform Limited), I2Blade, Lloyd's Account Enquiry, Tracker.
• Document & Processing: Market Reform Contracts (MRC), tax calculation tools, premium finance systems.
• AI Tools: Not specified in examples.

• Base Salary Range: $55,000-$85,000 annually, depending on seniority, specialisation, and portfolio size.
• Bonus: Performance-based bonus typically ranging from 5%-15% of base salary tied to retention and growth targets.
• Equity: Not standard at this level; may apply in senior or partner-track roles at independent brokerages.
• Health Benefits: Medical, dental, and vision coverage; employer contribution rates vary by firm size.
• PTO: 15-20 days annually, plus public holidays; exam study leave commonly offered.
• Common Perks: CII exam sponsorship and study support, professional development budget, and hybrid working arrangements.

Figures based on current US market benchmarks. Adjust based on location, company size, and seniority level.

Lamwork is committed to equal employment opportunity and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by applicable law. Candidates requiring reasonable accommodations during the application or interview process are encouraged to make a request. All offers of employment are contingent upon successful completion of a background check, which for this role includes verification of insurance licensing, and professional credentials. Applicants must be authorized to work in the United States.

Sitting at the intersection of underwriting and broker relations, the Account Handler drives retention and new business growth by rating renewals and placing Commercial and Residential Landlords' Property Owners risks across a panel of A-rated insurers. Partnering with regional UK brokers, this role operates within a small underwriting team and plays a central part in delivering scheme-based solutions to end consumers.

Key Responsibilities

• Rate renewals and communicate with regional brokers to retain and secure cases.
• Review cases and present solutions where placement elsewhere or profitability improvement is required.
• Handle mid-term adjustments on existing policies within service level agreements.
• Review new business enquiries and assess the insurer panel to match suitable products to client needs.
• Maintain and build broker relationships to drive new business and success.

Skills & Qualifications

• Educated to A-level standard.
• Aspiring to achieve the Certificate in Insurance (CII).
• Experience working in a broker environment.
• Underwriting experience.
• Competent in Landlords and Property Owners products.
• Experience with Acturis software.
• Proficient in Word, Excel, and Microsoft Office.
• Effective communicator with strong relationship-building skills.
• Able to manage your own workload, prioritise effectively, and work independently or as part of a team.

As the Personal Lines Account Handler, this role anchors the household insurance team by administering home policies, processing renewals, and ensuring full compliance with company and statutory requirements. Collaborating across client services and operations, the Personal Lines Account Handler supports daily statistics monitoring and handles client enquiries to maintain service quality standards.

Core Functions

• Process renewals and carry out related administration duties within the household insurance team.
• Administer home policies and client post.
• Handle client enquiries.
• Update and monitor daily statistics.
• Comply with company and statutory requirements.

Required Qualifications

• Minimum Competency Code 2011 Retail Financial Product Categories 4 & 5 (Personal and Commercial General Insurance).
• Experience working in Personal Lines.
• Strong analytical skills with excellent attention to detail.
• Strong organisational, planning, and target-meeting abilities.
• Excellent customer care and teamwork skills.
• Ability to work overtime.

Embedded within an international insurance operation, the Account Handler delivers front-line sales and service to clients in Italy, managing new business, renewals, policy adjustments, and premium collection across phone and email channels. Working closely with insurer partners and internal teams, this remote-based role requires fluency in both Italian and English and periodic travel to Italy for insurer meetings.

Primary Duties

• Service clients in Italy for their insurance needs.
• Sell and issue new insurance policies to clients over the phone.
• Collect required documentation and issue policies in line with insurer requirements and guidelines.
• Handle client enquiries via phone and email.
• Maintain accurate client information in IT systems.
• Gather renewal information and communicate renewal terms to clients.
• Collect premiums due from customers.
• Travel to Italy for insurer meetings as required.
• Attend regularly scheduled departmental meetings and carry out other related duties as assigned.

Experience & Qualifications

• Customer service experience in an insurance environment.
• Proficient in Microsoft Word and Excel.
• Strong written and verbal communication skills.
• Fluent in Italian and English (spoken, written, and reading).
• Currently holds an active and usable Italian fiscal code.

Reporting to the account management team, the Account Handler delivers first-class customer service across telephone, email, and webchat channels while securing hire, sales, and service outcomes for a commercial client base. Working closely with customers and suppliers, this role requires sound product knowledge, commercial awareness, and the ability to negotiate rates and identify sales opportunities within a fast-paced environment.

Day-to-Day Responsibilities

• Provide first-class customer service via telephone, email, and webchat.
• Secure internal and external hire, sales, and service.
• Manage day-to-day account expectations, including negotiating rates and identifying sales opportunities.
• Liaise with customers and suppliers while maintaining sound knowledge of company products.
• Ensure all relevant customer information is gathered to complete transactions effectively.

Qualifications & Experience

• Knowledge of equipment and the hire industry.
• Experience delivering first-class customer service with an excellent telephone manner.
• Basic proficiency in Microsoft Office, including Word, Excel, and Outlook.
• Commercially aware with the ability to make informed decisions.
• Confident and personable, with the ability to build rapport with customers and suppliers.
• Well-organised with strong attention to detail and a self-motivated, conscientious, positive attitude.
• Able to work flexibly in a fast-paced environment and prioritise effectively.

A key member of the commercial insurance broking team, the Commercial Account Handler services a portfolio of commercial clients, manages e-traded quotations, and acts as the designated Acturis system champion supporting colleagues across the team. Reporting to senior broking leadership, this role combines hands-on client account handling with technical guidance and mentorship of less experienced team members.

Scope of Work

• Administer and service commercial insurance clients to a high-quality standard.
• Assist with new business broking and re-broking exercises.
• Maintain existing business and provide technical advice.
• Provide quotations on e-traded products via Acturis.
• Act as Acturis Champion and support colleagues in using the system.
• Handle all client queries and amendments as the primary point of contact.
• Provide management, guidance, and referral support to less experienced team members.

Professional Experience

• ACII qualification in progress.
• Previous commercial account handling or commercial underwriting experience.
• Commercial insurance knowledge and experience.
• Knowledge of Acturis.
• Ability to work effectively as part of a team.

Focused on accelerating premium collection and managing payment performance across open market, binding authorities, and treaty business, the Account Handler completes a monthly cycle of tasks to meet pre-agreed targets and SLAs within a Lloyd's market environment. Collaborating across brokers, client management, and internal operations, this role requires deep familiarity with Lloyd's working practices and strong capability in data interrogation and reporting.

Accountabilities

• Prepare, validate, and render accurate broker statements for debt chasing.
• Maintain broker and client feedback on I2Blade and client systems, following up on unanswered items and escalating required actions to account handlers.
• Liaise extensively with brokers to improve payment performance and prioritise work appropriately.
• Establish and maintain broker relationships, including attending and leading meetings in line with the Broker Meeting Strategy.
• Monitor and chase all placement methods to ensure prompt premium settlement via telephone, email, and meetings.
• Escalate processing, payment performance, bordereaux, and broker query issues to management for inclusion in client reports.
• Interrogate LAE and Tracker systems as appropriate.
• Log all client queries and requests in accordance with current procedures and maintain appropriate records.
• Provide progress and status reports to management and client management as required.
• Work on all internal and external SLAs.

Knowledge, Skills & Abilities

• Experience working within the Lloyd's insurance market, ideally with syndicate credit control experience.
• Understanding of Lloyd's working practices and processes.
• Experience using Lloyd's Account Enquiry and Tracker systems.
• Intermediate to advanced proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
• Ability to interpret, manipulate, and extract key issues from data accurately.
• Strong numerical skills with excellent attention to detail and reporting capabilities.
• Ability to build effective internal and external relationships and establish credibility across a broad client group.
• Well-organised with strong communication, presentation skills, and ability to work under tight deadlines within a team.

Combining advisory expertise with portfolio management, the Advised Account Handler develops and places profitable general insurance business through designated insurer panels while delivering compliant, client-centric service through both distance sales and face-to-face models. Working closely with clients, prospects, and internal departments, this role manages the full customer journey and contributes to new business growth and technical support across the broking operation.

Role Responsibilities

• Provide professional, friendly, and efficient service to clients through distance sales and face-to-face models, contributing to account growth.
• Advise new and existing clients on adequate and appropriate insurance covers, utilising communication and negotiation techniques to explain product features and benefits.
• Develop and place a portfolio of profitable general insurance business through designated insurer panels to achieve the unit business plan.
• Ensure timely, compliant, and effective client and insurer administration and processing on core systems.
• Prepare and issue Risk Registers, pre-renewal agendas, submissions, renewal reports, and meeting confirmation reports as required.
• Proactively contact clients and prospects for the provision of their insurance needs, answering all inbound and outbound calls to agreed service levels and quality standards.
• Manage all aspects of the customer journey in line with Group Broking Procedures, securing payments within agreed timescales.
• Maintain accurate computer records with intelligent labelling, and manage workload effectively using taskbar and diary systems.
• Liaise openly with all departments to encourage new business opportunities and provide technical support to clients and colleagues.
• Identify, report, and resolve breaches, complaints, and E&O, responding positively to QA, while pursuing continual professional development and expanding product knowledge.

Qualifications & Experience

• Cert CII qualification or studying towards it, working towards chartered insurance qualifications as required.
• At least 12 months' experience in customer service and insurance, ideally managing broker accounts.
• Experience with Acturis.
• Computer-literate with demonstrated use of MS Office.
• Objection handling experience.
• Excellent customer service and rapport-building skills.
• Self-driven, with a positive attitude towards customers and colleagues, and commitment to continuous performance improvement.

Owning day-to-day service delivery across a mixed portfolio of commercial to large corporate Construction clients, the Account Handler acts as a client advocate, managing renewals, global programme coordination, and insurer relationships while identifying risk exposures and advising on insurance solutions. Reporting to the account team, this role engages across clients, insurers, lawyers, and loss adjusters, and serves as a referral point for Insurance Administrators.

Delivery Expectations

• Provide day-to-day servicing of client insurance programmes to support retention and business development.
• Research, prepare, and present renewal reports to the account team in accordance with the renewal report process.
• Obtain quotations for new and renewal business and prepare market presentations.
• Manage credit control processes, track premium payments, pursue uncollected premiums, and escalate promptly as required.
• Serve as a client advocate, delivering exceptional service through close and regular interaction, and effectively managing queries, including changes in cover and risk.
• Check policy documentation diligently in accordance with regulations.
• Identify risk exposures and advise on insurance and risk management solutions in consultation with the account team.
• Manage and coordinate global insurance programmes, liaising with the worldwide network as necessary.
• Build and nurture relationships with clients, insurers, lawyers, and loss adjusters, and contribute actively to insurer review meetings.
• Act as a referral point for Insurance Administrators, seek service enhancements, and expand knowledge of non-construction covers and associated market activity.

Background & Experience

• Essential experience in construction risks, with strong technical knowledge of associated casualty lines of business.
• Experience managing global insurance programmes and working with international networks.
• Good at stakeholder relationship management across brokers, underwriters, and risk engineers.
• An analytical thinker to interpret complex loss data and identify exposure trends.
• Excellent communication skills with the ability to attend external client meetings.
• Ability to provide management information and develop service plans aligned to client needs.
• Deadline-driven prioritisation across a concurrent portfolio of active accounts.
• Energetic, eager to learn, and with a proven ability to develop and progress within a business.

Responsible for a dedicated book of clients, the Account Handler manages the full lifecycle of commercial insurance accounts, from renewals and mid-term adjustments through to upselling, claims support, and revenue growth documentation. Reporting to broking leadership and collaborating with insurer partners, this role combines technical insurance knowledge with strong relationship management to deliver consistent client satisfaction.

Job Functions

• Help prepare and implement business plans and goals.
• Build long-term relationships with key client decision makers and stay abreast of changes within client organisations.
• Manage all aspects of account management and service delivery, ensuring client needs are identified and met in line with agreed service standards.
• Recognise and document revenue generation, growth, and retention opportunities from existing portfolio and other sources.
• Ensure timely completion of renewals and mid-term adjustments.
• Develop meaningful working relationships with insurers through regular contact and liaison.
• Support client and claims teams in dealing with client claims where appropriate.

Education & Experience

• Cert CII.
• Previous insurance experience, or other customer and client-facing experience.
• Thorough understanding of all major classes of insurance, keeping abreast of technical and product developments.
• Knowledge of insurance systems, ideally Acturis.
• Fully competent in Microsoft Office products.
• Strong literacy, numeracy, administration, and organisational skills, with the ability to manage multiple enquiries simultaneously.
• Good written and oral communication skills, with the ability to remain calm under pressure and work flexibly as required.

Launching an insurance career within a regional broking office, the Trainee Account Handler supports a team of Account Executives by managing client relationships, producing market presentations, and handling the full spectrum of commercial insurance account activity. Working closely with insurers, clients, and senior colleagues, this role builds foundational technical expertise while contributing to business growth, retention, and compliance standards.

What You'll Do

• Support client relationship management with a focus on growth and retention.
• Liaise between key stakeholders, insurers, and clients to ensure high service delivery.
• Serve as a key client contact, managing queries, changes in cover, client requests, and expectations.
• Produce market presentations including data collation, negotiation, and recommendation of appropriate risk programmes.
• Offer technical support for complex insurance placements.
• Attend industry and broking events to build a strong professional network.
• Manage personal development, ensuring mandatory and additional training is completed.
• Operate in accordance with company compliance, quality, and governance standards.

Position Requirements

• Professional insurance qualification.
• Proven experience and relevant track record as a Commercial Account Handler.
• Experience with the Acturis operating platform.
• Good verbal and written communication skills.
• Resilient, versatile, and capable, with strong interpersonal skills.
• Open to change and adaptable to market and client developments.

Embedded within a London market broking operation, the Account Handler manages the flow of business from London into operations, preparing Market Reform Contracts, calculating applicable taxes, and ensuring quality assurance across North American and International Property, Terrorism, and Casualty lines. Reporting into the technical centre of excellence, this role requires strong numeracy, meticulous attention to detail, and the ability to manage complex regulatory and workflow obligations.

Technical Responsibilities

• Coordinate and monitor the flow of business from London into operations.
• Prepare Market Reform Contracts and Endorsements using document templates, adapting based on client information and broking team input.
• Calculate applicable taxes using the tax tool and arrange system set-up for new clients.
• Take responsibility for Quality Assurance in accordance with established procedures, compliance standards, FCA, and other regulatory guidelines.
• Manage internal targets, including workflow, contract certainty, premium warranties, payments, MRCE workflow, and late signings.
• Monitor, track, and manage the brokering of MRCE documents and alterations identified within the de-broke and tidy process.
• Review and respond to queries from operations, internal colleagues, markets, and clients.
• Contribute to a technical centre of excellence for North American and International Property, Terrorism, and Casualty business.

Requirements

• Previous insurance experience, ideally within a similar role.
• Solid numeracy skills with strong attention to detail and a methodical, conscientious approach.
• Strong planning and organisational skills with the ability to cope with the cyclical nature of the business.
• Excellent written and verbal communication skills.
• Ability to work under pressure and quickly absorb technical information.

Focused on a property-specialist client portfolio, the Account Handler provides day-to-day servicing of insurance programmes for Real Estate and Commercial Property Owners accounts, manages renewals, and places insurance in line with broking strategy. Reporting to senior account leadership, this role also supervises direct reports and works closely with Account Executives and Producers to identify business development opportunities.

Areas of Ownership

• Provide day-to-day servicing of client insurance programmes to support retention and business development.
• Identify risk exposures and advise on insurance and risk management solutions in consultation with the Account Executive and Producer.
• Place insurance for clients in accordance with the established broking strategy.
• Manage all renewals effectively and ensure timely completion by due dates.
• Prepare market and client documentation.
• Supervise, monitor, and support the performance of direct reports.

Professional Experience

• Previous experience working with Real Estate and Commercial Property Owners accounts.
• Awareness of FSA regulations and guidelines for wholesale and retail customers.
• Working knowledge of Microsoft Word, Excel, and Outlook.
• Ability to build and maintain strong relationships with clients, insurers, and associates.
• Ability to identify opportunities for business development.

Managing a portfolio of commercial clients who expect both exceptional service and deep technical expertise, the Commercial Account Handler leads renewal negotiations, conducts midterm reviews, and prepares client documentation in full alignment with company procedures. Collaborating with Account Executives and the claims department, this role demands a minimum of five years' insurance experience and a partial Dip CII qualification.

Key Deliverables

• Manage client relationships throughout the policy period, including renewals, midterm reviews, and claims referrals.
• Conduct renewal negotiations and obtain alternative quotations by consulting directly with insurers.
• Work closely with Account Executives and the claims department on midterm reviews.
• Offer solutions to meet clients' insurance requirements.
• Prepare client documentation in accordance with company procedures.
• Check policy documents, schedules, and claim files.

Technical Qualifications

• Cert CII qualified and part Dip CII qualified.
• Minimum 5 years' experience in insurance.
• Proficient in MS Word, Excel, and Teams.
• Commercially aware with strong problem-solving ability and numeracy.
• Personable, collegiate, and able to handle difficult conversations effectively.

Driving profitable growth through new business support and retention, the Commercial Account Handler manages a designated portfolio of commercial insurance policies while ensuring all clients are treated fairly and receive a customer-centric service experience. Working closely with Account Executives, this role combines technical policy administration with direct client and insurer liaison to deliver renewal, adjustment, and payment processes efficiently.

Performance Expectations

• Process client adjustment enquiries and prepare new business, renewal, and adjustment documentation.
• Liaise directly with clients and insurers to ensure the best results.
• Work regularly with the Account Executive to manage the renewal process and client diary.
• Prepare new business and renewal presentations and undertake remarketing exercises where necessary.
• Maintain accurate client records and renewal spreadsheets.
• Process payments, including the set-up and maintenance of premium finance applications.
• Manage the aged debtors list alongside the Account Executive.

Skills & Qualifications

• Understanding of general insurance principles, practices, and policy wordings across all classes handled.
• Awareness of FCA compliance procedures relating to insurance handling and advice, Data Protection Act, and Money Laundering Rules.
• Appreciation of claims procedures.
• Strong Microsoft Office skills with high numeracy and excellent organisational ability.
• Ability to prioritise tasks effectively.

Specialising in renewable energy and the energy transition, the Junior Account Handler manages the full lifecycle of complex international insurance programmes, handling renewals, market submissions, credit control, and client documentation for UK and international risks. Reporting to senior broking professionals, this role supports a team environment while developing expertise in energy sector underwriting and international market practices.

Key Responsibilities

• Manage renewals, new risks, quotations, and full account handling.
• Liaise with clients and underwriters.
• Prepare market submissions and place documentation.
• Maintain clear, accurate, and comprehensive files.
• Ensure payment terms and payment warranties are met through credit control.
• Own the credit control process and resolve accounting queries.
• Support the wider team and carry out ad hoc projects and duties.

Experience & Qualifications

• Familiarity with how insurance programmes are structured for complex international risks.
• Good working knowledge of underwriters and markets within the UK and international sections, including their practices, documentation, and customs.
• Ability to develop and maintain strong relationships with clients and underwriters.
• Ability to understand and interpret client needs and requirements.
• Strong written and verbal communication skills.
• Excellent attention to detail and a conscientious approach.
• Ability to work effectively as part of a team and under pressure to meet deadlines.
• Interest in the renewable energy industry and the energy transition, with a desire to learn and improve.

Supporting a specialist Cargo team within a global broking environment, the Junior Account Handler delivers accurate and efficient service across clients, brokers, underwriters, and key stakeholders while contributing to operational plans, revenue targets, and process improvements. Reporting to the Leadership Team, this role builds knowledge of Market Reform Contracts and transactional broking platforms while supporting financial, processing, and RFP coordination functions.

Operational Focus

• Deliver accurate and efficient service to clients, brokers, underwriters, and key stakeholders.
• Gather client information, identify key issues, and escalate concerns where appropriate.
• Attend client strategy, renewal, and underwriter meetings as required.
• Ensure all documentation meets market requirements.
• Coordinate and prepare information for RFP and tender submissions with the wider Cargo Team.
• Support financial and processing functions.
• Support the Leadership Team in developing and delivering operational plans and revenue targets.
• Identify opportunities to improve internal business processes and cost efficiencies.
• Build working knowledge of Market Reform Contracts for Insurance and Reinsurance.

Skills & Qualifications

• Proficient in Microsoft Office, including Word and Excel, with the ability to learn industry-specific systems such as PPL and transactional broking platforms.
• Strong analytical and numeracy skills.
• Demonstrable experience in negotiation, influencing, and relationship building.
• Excellent customer service focus, keeping clients at the centre of all actions.
• Strong written, oral, and presentation communication skills, with strong interpersonal skills.
• Ability to work in a fast-paced environment, applying lateral thinking, initiative, and sound decision-making.
• Demonstrable ability to solve complex problems under pressure.

Acting as a key ambassador for a freight logistics insurance operation, the Commercial Account Handler manages a client-facing portfolio of UK commercial programmes, delivers broking presentations, and builds relationships with an established insurer panel. Reporting to the line manager against challenging personal objectives, this role requires an Associate-level CII qualification and combines technical insurance knowledge with proactive client and market management.

Core Responsibilities

• Respond professionally, promptly, and accurately to requests from clients, insurers, and colleagues.
• Develop a thorough understanding of clients' insurance programmes and keep them informed of relevant political, regulatory, and market changes.
• Build and continuously enhance relationships with the insurer panel and maintain a market profile.
• Understand the range, advantages, and limitations of available insurance products and their relevance to clients.
• Accurately prepare broking presentations and all other documentation to a high standard.
• Report potential claims at the earliest opportunity to mitigate the impact of errors or omissions.
• Act as an ambassador when liaising with clients, brokers, insurers, and internal stakeholders.
• Implement challenging personal objectives agreed with the line manager.

Education & Experience

• Educated to at least A-level or equivalent.
• Associate of the Chartered Insurance Institute.
• Demonstrable experience working with UK commercial programmes, ideally in a client-facing role.
• Working knowledge of the main classes of commercial insurance and awareness of FCA compliance requirements.
• Proficient in Microsoft Office, including Word, Excel, and PowerPoint, with a strong ability to acquire, analyse, and apply knowledge.
• Excellent verbal and written communication skills, with the ability to influence clients and insurers and identify commercial opportunities.
• Proactive, autonomous worker capable of managing own workload effectively.

Serving as the prime contact point for a specialist portfolio of Scout and Guide groups and small charity clients, the Senior Account Handler drives policy administration, revenue retention, new business growth, and cross-selling activity to meet the company's business objectives. Working closely with the wider team and across FCA compliance and TCF frameworks, this role requires both commercial insurance experience and an understanding of youth charity insurance needs.

Strategic Responsibilities

• Provide information, guidance, and quotes to existing clients and prospects, converting prospects to clients.
• Cross-sell and upsell relevant products to existing clients.
• Achieve targets for client revenue retention, new business growth, and lead generation.
• Administer policies accurately, efficiently, and completely.
• Collect premium income in line with company policies.
• Process and handle claims for clients.
• Proactively review insurance procedures and suggest continual improvements.
• Comply with all business, office, and FCA procedures and rules.
• Work as an effective member of the wider team.

Position Requirements

• Experience working in the commercial insurance industry.
• Experience of youth charities and their insurance needs.
• Knowledge and experience of FCA compliance and TCF practices.
• Computer-literate with experience in using insurance systems.
• Ability to develop solutions to meet clients' insurance requirements.
• Strong customer service, communication, and interpersonal skills.
• Well-organised, with the ability to work to deadlines and under pressure, and towards targets.
• Positive attitude with the ability to handle difficult situations and customers.