Account Handler - Insurance

Search are currently working with a insurance business based in York who are looking for a Account Handler to join their business to develop into a Account Executive. This role will offer training toward CII certification and ongoing training and support. Job Duties: Act as the primary day‑to‑day contact for assigned clients, building strong and trusted relationships Support Account Executives with new business, renewals, and mid‑term adjustments (MTAs) Prepare and issue documentation including quotes, presentations, policy schedules, endorsements, and certificates Liaise with insurers, underwriters, and suppliers to negotiate terms and secure competitive cover Accurately process premium calculations, cover notes, and invoicing Ensure all client records are kept up to date on the broking system Handle client queries promptly and professionally, resolving issues efficiently Ensure compliance with FCA regulations, company procedures, and Treating Customers Fairly principles Assist in identifying cross‑selling and up‑selling opportunities where appropriate Support the wider broking team to ensure service levels and deadlines are consistently met Successful candidate will possess: Previous experience within a Account Handler role prior (desirable) Attention to detail Work to timed deadlines Excellent communication skills Proficient with Microsoft What's on offer: Negotiable salary based on experience Study package for CII qualification PMI Healthcare Bonus Scheme Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age