Account Handler Specialist

2 weeks ago


Nottingham, Nottingham, United Kingdom Stride Resource Management Ltd Full time
Job Role
  • Manage new business enquiries and client renewals, including where necessary the re-marketing of policies, issuing renewal documentation within time scales set out by the FCA.
  • Handle incoming client queries, providing advice on policy coverage and/or changes to their cover.
  • Develop relationship with key insurer markets.
  • Collaborate with the field sales team and wider team to provide a broking service and assist in the preparation of client reports.
  • Cross sell/up sell to existing clients by identifying potential gaps in cover or policies held elsewhere.
Conduct Rules and General
  • Act with integrity and maintain proper standards of market conduct.
  • Exercise due care, skill and diligence in all aspects of the role.
  • Ensure all policies and procedures are implemented and complied with, including financial regulations, data protection, health and safety and all regulatory requirements.
  • Identify and manage risk within the scope of the post and be accountable for ensuring that appropriate actions are taken to manage the risk.
  • Provide a high level of customer service to both internal and external customers.
  • Exhibit and live the values and uphold standards of behaviour.
Success Factors
  • Achievement of objectives, Key Performance Indicators (KPIs) and targets.
  • Completion of mandatory training and CPD.
  • Feedback from customers, stakeholders and colleagues.
  • Demonstrating and evidencing our values and behaviours.

The ideal candidate will have experience in commercial account handling within an insurance environment, strong communication skills, negotiation skills, customer service and sales focussed, with Acturis experience being a plus.



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