Account Handler

4 weeks ago

london city of london, United Kingdom Liberty Towers Full time

Account Handler - Insurance & Risk Advisory Location: London (office-based) Salary: £40k Experience Required: Minimum 2 years’ experience in account handling, client services, broking, or similar roles within insurance or financial services Overview: 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. Key Responsibilities: Act as a day-to-day point of contact for clients and brokers. 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. Prioritise and manage multiple client tasks in a fast-paced environment. Provide a high level of client service, ensuring timely and proactive communication. Skills & Experience Required: 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). Strong communication skills with confidence dealing with clients and stakeholders. Excellent attention to detail and strong organisational ability. Able to manage multiple tasks and work to deadlines. Proficient with Microsoft Office; experience with CRM or policy management systems is beneficial. Professional, calm and service-focused approach. What the Role Offers: Exposure to a wide range of clients, including corporate, property and high-value private clients. An opportunity to develop your insurance career in a supportive and well-regarded firm. A varied role with genuine scope for long-term progression and learning.

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