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Account Handler

2 months ago

Leeds, United Kingdom RED10 Full time

Account Handler

This is an exciting opportunity for a dedicated and experienced Account Handler with commercial experience to make a meaningful impact in a Leeds-based team You'll play a critical role in managing a growing client portfolio while ensuring compliance with FCA regulations and delivering exceptional client service.

Key Responsibilities:

  • Support Directors in managing and growing a varied client portfolio.
  • Ensure compliance with FCA regulations and industry best practices.
  • Maintain professional relationships with clients and provide quality advice.
  • Handle client queries efficiently, support commercial renewals, and prepare for client meetings.
  • Analyse risk management data and manage aged debt.
  • Ensure policy documents are accurate and compliant.

Required Skills and Experience:

  • At least 2 years of experience as an Account Handler.
  • Cert CII qualified and proficient in Acturis .
  • Strong commercial insight and experience in supporting a growing client portfolio.
  • Preferred qualifications: DIP CII or progress toward it, and 5+ years of commercial broking experience.

Benefits:

  • Company pension
  • Life & private medical insurance
  • Free parking

If you’re an experienced Account Handler with a passion for commercial insurance and growing client relationships, apply now for a conversation today