Commercial Account Handler - Insurance
Milton Keynes, Buckinghamshire, Buckinghamshire; South East England; England
Posted 1 day ago
About the role
Account Handler- supporting New Business and Renewal teams
Christie Insurance is a forward-thinking Insurance Brokerage and proud member of a Christie Group plc delivering specialist sector expertise and trusted, personalised support to clients across the UK. As an independent brokerage, we offer unmatched access to professionals across our sectors, empowering you to make a real impact while building a rewarding career. If you are passionate about being involved in helping business owners secure their futures and thrive on building relationships with high-performing teams that values expertise, autonomy, and ambition, Christie Insurance is the place to make your mark.
We are looking for a highly organised and proactive account handler to provide critical administrative and technical support across three of our dynamic client teams. You will act as a crucial link between our account executives, clients and underwriters. Your primary focus will be on supporting the full policy lifecycle, managing documents whilst ensuring a high standard of client service and regulatory compliance.
Provide dedicated technical and administrative support across our teams, collaborating with our account executives to service portfolios.
Track renewals, gathering data and information to prepare market presentations and tender documentation in an efficient and timely manner.
Administer full policy lifecycles, including processing any new business, mid-term adjustments and renewals.
Issue accurate policy documentation, covering advice and invoices to clients.
Maintain accurate and up to date client records and financial transactions on Acturis
Ensure full adherence to internal underwriting guidelines and regulatory requirements (FCA and TCF)
Assist accounts with credit control, ensuring all client premiums and within agreed timescales.
An understanding of commercial brokering or account handling experience across multiple lines (Property, Liability, D&O, Life and Business protections)
An understanding of general insurance products and the commercial underwriting market
Proficient in Microsoft office applications and Acturis
Hybrid working after the probation period
~25 days of annual leave plus bank holidays
~ Holiday carryover & additional Christmas leave
~ Company sick pay
~ Learning and Development opportunities including paying CII membership and all relevant costs.
~ Life assurance
~ Cycle to work scheme
~ Health, Lifestyle and Gym Discounts
~“Recommend a Friend” employee referral bonus
~ Enhanced family friendly leave
~ Eyecare vouchers
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