INSURANCE ACCOUNT HANDLER WINCHESTER SALARY UP TO £40,000 + STUDY SUPPORT
OPPORTUNITY: My client is a Chartered Insurance Broker working with the commercial sector and is now looking to expand their team after recent unprecedented growth and have a position for a Insurance Account Handler to join them. The candidate will need to be highly enthusiastic and willing to learn, looking to grow their career within the Insurance profession while helping the business achieve their objectives. You will fully support the Commercial Division, Business Development Executives, Account Executives and Account Handlers in the key areas of account handling and broking of existing and new business to insurers as well as being involved in the underwriting of new schemes.
PACKAGE:
Salary up to £40,000 +
Opportunity to move to other positions in the business
Training and Support
Bring your dog to the office
RESPONSIBILITIES:
To maintain appropriate, regular contact with existing customers and ensure their insurance requirements continue to be met in line with service levels.
In conjunction with the manager of the construction division, prepare and agree any forecasts, targets, plans and budgets for your respective area of work in order to establish clear work targets.
To work closely with Account Executives and other Account Handlers where necessary, to ensure a high level of customer satisfaction.
Make certain that files, notes and other records are clear, complete, up to date and available to other staff standing during periods of absence, in order to maintain high levels of client service and accuracy of documentation.
To act at all times within the FCA Principles for Business and to comply with FCA and internal procedures at all times in order to ensure the company meets it’s responsibilities in this area
To assist the wider Division and Broking team with London Market presence and with placing via Lloyd's.
SKILLS & ABILITIES:
Insurance experience preferred but not essential, Acturis experience would be very advantageous.
Ability to organising self and own work.
Passed or working towards Cert CII
Questioning and evaluation of client needs.
Ability to build relationships – internal & external.
Communication skills: telephone, verbal & written.
Selling and cross selling.
Rapport building with clients and underwriters.
TO APPLY: If you are an experienced Insurance Account Handler with the required skills, please send your CV for immediate consideration. We are currently shortlisting for interviews.
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COMMERCIAL ACCOUNT HANDLER MILTON KEYNES - CENTRAL UP TO £40,000
THE OPPORTUNITY: I’m working with one of the fastest growing networks of Brokers in the UK who are looking to expand their friendly Commercial Team. They’re looking for Insurance professionals with a variety of experience and with unrivalled training opportunities this is a great company to progress in your career. So, if you are a Broker or Account Handler or have relevant experience within Commercial Insurance and are looking to take your career to the next level this could be the perfect next move for you.THE ROLE:
To ensure that broker presentations are auctioned and administered in a timely and efficient manner,
To ensure that quotations via the Broking desk are delivered on time with all the relevant information,
To assist in interpreting Broker needs and provide solutions.
Liaising with Underwriters and insurers ensuring opportunities are maximised.
To ensure the correct recording of all Broking Desk placements
To assist with the preparation of Management Information as required
To provide additional support to help to the Commercial Desk Team to ensure mid-term adjustments and quotes are auctioned in a timely and effective manner.
EXPERIENCE:
Commercial Insurance Experience, Account Handling, Broking, Underwriting or similar experience welcomed.
Experience with Acturis or OpenGI Preferred
CertCII qualification preferred but not essential
BENEFITS
Flexible working on request
Death in Service
Support to study towards Cert CII and further Insurance qualifications
Private Medical Insurance
TO APPLY We are currently shortlisting for interview so apply today for immediate consideration
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COMMERCIAL ACCOUNT HANDLER LEEDS CENTRAL UP TO £45,000 - Hybrid
THE OPPORTUNITY: I’m partnering with one of the UK’s fastest-growing Broker networks as they continue to welcome and support their Commercial team. They’re keen to speak with insurance professionals from a range of backgrounds and experience levels, offering outstanding training and genuine opportunities for long-term career development. If you’re currently working as a Broker, Account Handler, or have experience within Commercial Insurance and are ready for your next challenge, this could be an excellent opportunity to take the next step in your career.THE ROLE: You'll be responsible for the day-to-day servicing of a commercial insurance portfolio handling:
Processing renewals, mid-term adjustments, and new business documentation
To provide additional support to help to the Commercial Desk Team to ensure mid-term adjustments and quotes are auctioned in a timely and effective manner.
Liaising with Underwriters and insurers to obtain opportunities are maximised
Maintaining accurate records of all Broking Desk placements
To ensure that broker presentations are auctioned and administered in a timely and efficient manner
WHAT WE’RE LOOKING FOR:
Minimum 2 year's experience in commercial Insurance Experience, Account Handling, Broking, Underwriting or similar experience welcomed
Strong administrative skills with excellent attention to detail
Proactive and self-motivated, with the ability to effectively manage multiple tasks and priorities, Clear communicator with a client-focused approach
Confident using Microsoft Office and broking software
Due to the office location - a driving licence is essential
BENEFITS:
Salary up to £45,000 DOE, with hybrid working flexible on request
Supportive team environment with opportunities to develop Private Medical Insurance
Support to study towards Cert CII and further Insurance qualifications
25 Days holiday (+ additional)
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.....Read more...
Commercial Account Handler North London £35,000
Opportunity: We are proud to be working with a longstanding, successful independent Broker in North London who are looking for an experienced Commercial Account Handler to join their team. They work with a range of commercial policies with a particular speciality in Commercial Property so an interest or experience in those lines would be preferred.Day to Day:
Managing the Client journey through Renewals, Mid-Term Amendments and Mid-Term Adjustments.
Contacting existing clients in advance of Renewals, ensuring all coverage is up to date.
Using Acturis Platform effectively
Working with Account Executives and Brokers to ensure great service to clients.
Keeping up-to-date records.
Person Specification
Minimum 2 years experience in a commercial Broking environment
Proactive attitude and willingness to learn
Experience working with Commercial Property Insurance Policies (desired)
Cert CII (desired)
Acturis Experience (desired)
Benefits:
Competitive salary up to £45,000 DOE
Generous company wide bonus scheme
Ongoing Training and a Clear Development Path
Supportive team environment
To Apply: We are currently shortlisting for interview so apply today for immediate consideration
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.....Read more...
Understand Finance: Grasp basic financial concepts and immerse yourself in Unity's financial processes
Understand Marketing: Explore the fundamentals of marketing, Unity's strategies, and channels, with engaging hands-on projects
Sales and New Business: Learn sales techniques, Unity's approach to acquiring new business, and apply your skills in role-play and real-life scenarios
Product Knowledge: Acquire in-depth knowledge of Unity's insurance products, engaging in product comparisons
Customer Service and Claims: Understand customer service best practices, Unity's claims process, and client support by handling real-world scenarios
Training:
Level 3 Insurance Practitioner Apprenticeship CII Certificate in Insurance
Online Learning with a mixture of live & e-learning content
1 to 1 coaching every 6 weeks
Training Outcome:
Insurance Account Handler
You'll receive dedicated study time and, upon completion, achieve a Cert CII (Level 3) qualification to boost your career
Employer Description:Unity is not your typical insurance broker. With nearly 100 years of insurance under our belt, we’ve become experts at supporting our clients with insurance policies to fit your unique needs. Whether you’re a charity, community group, business, we’re here to make sure you’re covered! Our goal is to simplify insurance so you can focus on what matters most – making a positive impact. What sets us apart is our commitment to giving back. We’re proud to be part of the Scouts, a world renowned youth charity. The Scouts own Unity. We understand first-hand the financial challenges that charity sector and small businesses face in today’s tough economy. That’s why we work hard to provide excellent and affordable insurance options that meet your specific requirements, giving you peace of mind without breaking the bank.Working Hours :Monday - Friday 9am - 5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Team working....Read more...
Commercial Account Handler – Worsley – Hybrid – Up to £32,000
Join a well-established independent brokerage where you'll get real support, hands-on training, and a clear path to develop your commercial broking career.
This is a great opportunity for someone who's got a foothold in commercial insurance and is ready to build on it properly. You'll work alongside experienced handlers and executives, getting broad exposure across SME and mid-market business — with the structure and support to keep progressing.
Salary: Up to £32,000 Location: Worsley Working pattern: Hybrid - 1 day from home
What you'll be doing
Supporting Account Handlers and Executives across their client portfolios
Handling renewals, MTAs and day-to-day client servicing
Working across multiple commercial classes including property and mini fleet
Assisting with documentation, insurer liaison and client queries
Building your knowledge across SME and mid-market business over time
What they're looking for
Around 18–24 months of experience in commercial insurance
Exposure to more than one class of business
Well organised, with a genuine willingness to learn
Good communication skills with both clients and insurers
Acturis experience beneficial but not essential
Why this role?
Hands-on training and day-to-day support from an experienced team
Exposure to a varied commercial book across SME and mid-market
Clear progression into a full Account Handler role
Hybrid working with a healthy work-life balance
A strong, established brokerage with a culture people actually enjoy being part of
Ready to make a move? Get in touch — even if you're just exploring your options.
Established independent brokerage with strong culture
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.....Read more...
We are looking for a motivated and enthusiastic Insurance Practitioner Apprentice to join our friendly team at our NFU Mutual agency. This is an excellent opportunity for someone looking to start their career in the insurance industry, gaining a nationally recognised Level 3 Insurance Practitioner qualification (CII) while working in a supportive, professional environment.
The successful candidate will work alongside experienced colleagues to deliver outstanding service to our personal, commercial and farming clients, learning all aspects of insurance administration, client servicing and policy management. Full training will be provided, with structured support from an in-house mentor, your Skills Edge tutor and our wider operations and learning & development function.
Key responsibilities will include:
Acting as a first point of contact for clients by phone, email and in person, providing a friendly and professional service in line with our customer service standards.
Supporting account handlers with the day-to-day administration of insurance policies, including new business, mid-term adjustments, renewals and cancellations.
Accurately maintaining client records on our CRM and policy systems, ensuring data integrity and compliance with FCA, GDPR and Consumer Duty requirements.
Preparing and issuing insurance documentation, certificates and correspondence to clients and insurers, ensuring contract certainty at all times.
Handling general enquiries, signposting clients to the right colleague where specialist advice is required and supporting the wider team with ad hoc administrative tasks.
Completing all required apprenticeship learning, assignments and CII study within agreed off-the-job training time, working towards successful End Point Assessment.
Training:An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.
College or training organisation:
SKILLS EDGE TRAINING LTD
Your training course:
Insurance practitioner
Equal to Level 3 (A level)
Your training plan:
Insurance Practitioner Level 3 Apprenticeship Standard:
Your training will be completed online from your employers working address.
Free CII membership for non-members through the CII Aspire Apprenticeship Programme Includes digital CII study books and exam entries.
Resit costs for CII exams and End-Point-Assessment will be covered by the employer.
Fortnightly workshops for each CII exam.
All workshops recorded and available on demand.
Interactive chat, forums and class notebooks for real-time support and assistance from experienced and qualified insurance professionals.
Exam tips, tricks, and strategies.
Regular tutorials and assessments with sector experts.
Training Outcome:On successful completion of the Level 3 Insurance Practitioner apprenticeship, there is a clear progression pathway within the agency. This may include moving into a permanent Customer Service Adviser or Trainee Account Handler role, with further opportunities to specialise in personal lines, commercial, farming or financial services as experience develops.
We actively support continued professional development through the CII and offer ongoing internal learning and development, mentoring and the potential to progress to higher-level qualifications including Level 4 Insurance Professional. The agency has a strong track record of internal promotion, with many of our senior colleagues having started in entry-level roles.Employer Description:James, Welton, Price, Bird and Wheatley is the NFU Mutual Central-South Warwickshire and Pershore Agency — a long-established, multi-site insurance agency operating from offices in Warwick, Henley-in-Arden, Stratford-upon-Avon and Pershore. We are part of NFU Mutual, one of the UK's leading rural and general insurers, and we look after the personal, commercial, farming and financial services insurance needs of clients across Warwickshire and Worcestershire. The agency employs over 60 people across our four sites and we pride ourselves on delivering an outstanding, relationship-led service to our clients.Working Hours :Monday to Friday, 9.00am to 5.00pm, with 1 hour unpaid lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Self Motivated,Excellent Verbal skills....Read more...
Commercial Account Handler – York – Hybrid – Up to £35,000
Join a well-established and ambitious independent broker in York that's been building its reputation for over 20 years - and is now growing its team to match its ambitions.
This is a role for an experienced commercial handler who wants to work somewhere that genuinely supports its people. You'll deliver quality broking across a varied client base, with access to real training and development opportunities and a team that takes pride in doing things properly.
Salary: Up to £35,000 Location: York Working pattern: Hybrid
What you'll be doing
Delivering quality broking services with a focus on client outcomes and customer service
Negotiating with insurers to secure the best possible terms for clients
Building strong working relationships with clients, insurers and service providers
Taking a proactive approach to understanding client needs and solving problems
Ensuring compliance with broking standards across both new and existing business
Supporting team leaders and contributing to the wider team where needed
What they're looking for
A couple of years' experience in commercial insurance broking
Solid knowledge across commercial lines
Strong negotiation and communication skills
Proficient in MS Office - broking software experience a bonus
CII qualifications advantageous but not essential
Someone reliable, proactive and easy to work with
Why this role?
Over 20 years of experience and a strong local reputation in York
A supportive, nurturing environment with comprehensive training and development
A growing team with real momentum behind it
Hybrid working with a healthy balance between office and home
A brokerage that's ambitious about its future - and the people in it
Ready to make a move? Get in touch - even if you're just exploring your options.
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.....Read more...
