Account Handler Commercial Insurance

3 weeks ago


London, United Kingdom Liberty Towers Full time

Account Handler - Insurance & Risk Advisory Location: London (office-based)
Experience Required: Minimum 2 years’ experience in account handling, client services, broking, or similar roles within insurance or financial services

An established insurance and risk advisory firm is looking for a reliable and organised Account Handler to support its growing portfolio of private and corporate clients. You’ll work closely with brokers and senior account managers, helping to deliver a high standard of service and ensuring the smooth running of client accounts from start to finish.

Support the management of client accounts, including renewals, policy administration, endorsements, mid-term adjustments and claims liaison.
Liaise with brokers, underwriters, claims teams and external partners to ensure client needs are met.
Gather and prepare information for renewals, risk reviews and policy updates.
Maintain accurate documentation, CRM records and compliance requirements.
Assist in producing reports, account summaries and supporting documents.
Minimum 2 years’ experience in an account handling, broking, client service or administrative role within insurance or financial services.
Solid understanding of insurance processes (commercial, corporate, property, or HNW insurance experience an advantage).
Proficient with Microsoft Office; experience with CRM or policy management systems is beneficial.
Exposure to a wide range of clients, including corporate, property and high-value private clients.
A varied role with genuine scope for long-term progression and learning.



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