Insurance Account Handler

Full time Hybrid working - Sawbridgeworth - Monday to Friday 9am to 5.50pm£32-36,000 per annum

Interested in this role You can find all the relevant information in the description below.
Are you passionate about Customer Service and account Management this is a great opportunity to work for aboutique insurance brokerage specialising in tailored protection solutions for high-profile clients, including professional athletes, entrepreneurs, property experts, and high-net-worth individuals.
Our client are seeking to hirea Commercial Insurance Account Executive to join its growing team. This is a full-time, hybrid role based in Sawbridgeworth, offering flexibility to work from home part-time.

The Insurance Account Handler will be responsible for the day-to-day management and servicing of client insurance accounts, ensuring a consistently high standard of service delivery. The role supports the placement, renewal, and ongoing administration of insurance programmes, with a strong focus on client satisfaction, accuracy, and efficiency.

Key Responsibilities

Client & Account Management

• Act as a primary point of contact for clients, delivering a responsive and professional service
• Manage a portfolio of insurance accounts, ensuring client needs are understood and addressed
• Build and maintain strong, long-term relationships through clear communication and proactive service

Renewals & Placing Support

• Manage and process policy renewals in a timely and efficient manner
• Liaise with insurers and underwriters to obtain, negotiate, and secure competitive terms
• Prepare and present accurate risk and client information to insurers
• Support the placement of complex and non-standard property risks

Technical & Administrative Duties

• Handle mid-term adjustments, policy amendments, and documentation issuance
• Maintain accurate and compliant records across all systems and client files
• Ensure policies are processed in line with internal procedures and regulatory requirements

Proactive Account Management

• Identify opportunities to enhance cover or improve programme structure
• Ensure ongoing client satisfaction, retention, and service consistency
• Support continuous improvement in processes and service standards

Qualifications, Skills & Experience

Essential

• Proven experience within insurance or insurance brokerage, ideally in a client-facing role
• Strong understanding of insurance products, policy administration, and market processes
• Experience handling policy renewals and ongoing account management
• Excellent customer service and communication skills
• High attention to detail with strong organisational and time-management abilities
• Proficiency with the Acturis insurance operating platform and confidence adopting new technology

Desirable

• Experience supporting or participating in the placing of complex or hard-to-place risks
• Knowledge of regulatory compliance and insurance industry standards
• Progress towards, or holding, professional insurance qualifications (e.g. Cert CII, Dip CII, ACII)

Personal Attributes

• Client-focused with a proactive service mindset
• Detail-driven, accurate, and technically confident
• Professional, collaborative, and able to work effectively within a close-knit team
• Comfortable operating in a fast-paced, growth-oriented environment

Why Join

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• Opportunity to work with high-profile and high-net-worth clients
• Exposure to complex and specialist property risks
• Supportive, boutique environment with strong market access
• Hybrid working and a culture focused on quality, relationships, and long-term growth

Salary & Benefits

Salary

• Competitive salary, commensurate with experience and technical capability
• Salary level will reflect prior experience within insurance brokerage, complexity of accounts handled, and proficiency with Acturis

Benefits

Hybrid working arrangement, with 23 days (flexible) per week based in the Sawbridgeworth office and remaining days worked remotely

25 days annual leave plus bank holidays

Nest pension scheme

Professional development and study support, including assistance towards professional qualifications

Opportunity to work with high-net-worth clients and complex, hard-to-place property and commercial risks

Access to a wide and specialist insurer panel

Supportive boutique environment with ongoing development opportunities as the business continues to grow