ACCOUNT HANDLER SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Updated: Apr 03, 2026. The Account Handler has experience in client relationship management, policy administration, and credit control, driving efficiency, revenue growth, and SLA performance across insurance portfolios. This role requires technical expertise in insurance products, underwriting, compliance, and systems like Acturis, alongside strong negotiation and process optimization skills. The Handler also needs excellent communication and stakeholder management abilities to enhance client retention, ensure accuracy, and support business growth.

Essential Hard and Soft Skills for a Standout Account Handler Resume
  • Client Relationship Management
  • Policy Administration
  • Credit Control
  • Risk Analysis
  • RFP Development
  • Claims Coordination
  • Data Management
  • Financial Reconciliation
  • Underwriting Analysis
  • Market Analysis
  • Communication Skills
  • Problem Solving
  • Time Management
  • Attention to Detail
  • Relationship Building
  • Team Collaboration
  • Adaptability
  • Customer Focus
  • Negotiation Skills
  • Decision Making

Summary of Account Handler Knowledge and Qualifications on Resume

1. BA in Business Administration with 2 years of Experience

  • Experience working with commercial programmes, ideally in a client-facing role.
  • Working knowledge of the main classes of commercial insurance and awareness of FCA compliance requirements.
  • Excellent verbal and written communication skills and the ability to influence.
  • Excellent Microsoft Office skills, specifically Word, Excel, and PowerPoint.
  • Ability to acquire, analyze, share, and use knowledge.
  • A proven track record in Insurance, ideally in commercial combined.
  • Customer-oriented and have the ability to work well in a team.
  • Insurance experience.
  • Commercial Insurance Broking background.

2. BA in Finance with 3 years of Experience

  • Knowledge of the Lloyd's and insurance markets, and of insurance broking.
  • Knowledge of Marine Hull.
  • Experience in a technical insurance role, such as account handling and processing.
  • Excellent knowledge of the Microsoft package, and particularly Excel.
  • Excellent numeracy and attention to detail.
  • Good communication and interpersonal skills.
  • Proactive attitude, with the ability to use initiative.
  • Excellent organisational skills.
  • Ability to work under pressure and assimilate large quantities of information quickly, while maintaining attention to detail.
  • Effective teamworking skills.

3. BA in Advertising with 4 years of Experience

  • CII qualifications or equivalent.
  • Detailed understanding and experience of the commercial property and liability underwriting markets.
  • Experience working with the public sector.
  • Excellent organizational skills and attention to detail.
  • Excellent customer-facing "soft skills" and communication skills across all stakeholders to build and maintain trusting relationships.
  • Strong negotiation skills and ability to influence results.
  • Ability to make sound decisions within authority levels through assessing technical risk.
  • Commercial and market awareness.
  • Proven knowledge and understanding of technical underwriting, including reserving, earning models, IBNR, and practical application to pricing.

4. BA in Business Administration with 1 year of Experience

  • Previous office work experience in any industry.
  • Experience in demonstrating excellent attention to detail.
  • Experience in a client or customer-facing role, and in delivering excellent service with strong written and verbal communication.
  • Able to pay close attention to detail.
  • Initiative, drive, and enthusiasm to succeed.
  • Willingness to go the extra mile.
  • Results and service-driven.
  • A team player, hard-working, and committed.
  • Flexible, adaptable, organised, and clear thinking.
  • Skilled at influencing and negotiating.
  • Excellent knowledge of common IT systems, including Microsoft Outlook, Word, and Excel, and able to grasp new systems quickly.

5. BA in Finance with 3 years of Experience

  • Understanding of general and legal principles of insurance.
  • Understanding of the relevant regulatory and legal frameworks.
  • Knowledge of the market, including an awareness of competitors, specific territory knowledge, and cultural awareness.
  • Relevant product(s) knowledge.
  • Proven experience in an account handling or technical role.
  • Good understanding of team objectives and how your own role contributes to these.
  • Specific systems knowledge relevant to the role.
  • Strong stakeholder management and relationship-building abilities.
  • Close attention to detail with a focus on accuracy and compliance.
  • Clear written and verbal communication skills.

6. BS in Insurance and Risk Management with 4 years of Experience

  • Real passion for a long-term career within the industry.
  • Industry qualifications - Cert CII (or a full commitment to obtaining qualifications).
  • Sound technical knowledge of the Insurance Industry with reference to Commercial insurance.
  • Ability to provide a responsive first-class service to clients.
  • Excellent verbal and written communication and administration skills.
  • Ability to organise workflow, prioritising tasks and managing own time.
  • Confident user of technology and software, e.g., MS Office and Outlook.
  • Working knowledge of broking processes and regulatory standards.
  • Working knowledge of FCA compliance rules.
  • Competent user of insurance client system, preferably Acturis.

7. BS in Economics with 5 years of Experience

  • Background in insurance account management with the ability to build strong client and stakeholder relationships over the phone.
  • Experience in brokering commercial lines insurance, including hotel insurance.
  • Familiar with claims handling processes and escalation procedures.
  • Ability to maintain accurate client records and policy data to ensure consistency across internal systems.
  • Ability to coordinate with insurers to obtain competitive quotations and negotiate favorable terms for clients.
  • Experience using Acturis.
  • Keen to always upskill and stay in tune with regulatory/industry updates and changes.
  • Highly organised and have great time management.
  • Have a positive can-do attitude and will be a natural problem solver, along with a high level of attention to detail.
  • Strong communication skills will be at the highest level, both verbal and written.
  • Able to work to deadlines and under pressure, and will be able to work as a team as well as on your own initiative.
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