Insurance Account Manager

3 weeks ago


Colchester, Essex, United Kingdom MW Appointments Full time
Account Handler Job Description

Our client, a leading Lloyds Broker, is seeking an experienced Account Handler to join their expanding Corporate Commercial Team in Colchester, Essex. As an Account Handler, you will play a crucial role in servicing a portfolio of clients in collaboration with Client Directors and Account Executives.

Main Responsibilities:
  • Develop and maintain strong relationships with clients to ensure excellent service and retention.
  • Work closely with the Account Executive to develop and implement effective renewal strategies, attend client meetings, and prepare meeting minutes.
  • Conduct market research to identify competitive terms and negotiate with insurers to deliver exceptional terms, cover, and service for clients.
  • Produce high-quality summaries and reports to support client relationships.
  • Ensure timely and accurate premium collection and issue renewal documentation in line with contract certainty.
  • Prioritize and handle all work promptly and accurately, ensuring excellent customer service.
  • Record all relevant information, correspondence, and documentation on Acturis and utilize the diary system effectively.
Requirements:
  • Minimum 2 years' commercial experience in providing specialist advice in the insurance market.
  • Qualified to a minimum of Cert CII (or gain the qualification within 18 months of joining).
About the Role:
  • Permanent position.
  • Based in Colchester with hybrid working (3 days in office, 2 days at home).
  • Salary range: £25,000 - £45,000.
  • Opportunity to join a growing organization with extensive training and development opportunities.
  • Inclusive and fair employer.


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