Insurance Broker

Insurance Broker / Account Handler Job – Commercial & Personal Lines Insurance

Job Market: Insurance | Insurance Broking | Commercial Insurance | Personal Lines Insurance | Account Handling

Insurance Broker / Account Handler Job – About the Role

We are recruiting for an experienced Insurance Broker / Account Handler to join a successful insurance business and play a key role in supporting commercial insurance and personal lines insurance placements.

This is an excellent opportunity for an experienced Insurance Broker, Insurance Account Handler, Commercial Account Handler or Personal Lines Account Handler looking to progress their career within the UK insurance market.

The successful candidate will have previous experience working within an insurance broking environment, with a minimum of two years' experience across Commercial Insurance and Personal Lines Insurance.

The Insurance Broker / Account Handler will use their existing insurance knowledge and technical expertise to assist brokers with insurance enquiries, insurance quotations, risk placement, insurer selection and market solutions.

You will act as a first point of contact for new and existing brokers requiring assistance with placing insurance risks. The role involves working closely with brokers and insurers to identify appropriate insurance products, insurer appetite, coverage options and market solutions.

We are looking for an individual who is commercially driven, proactive and solutions-focused, with a genuine passion for winning and securing insurance business.

Excellent customer service, relationship management and technical insurance knowledge are essential. The successful Insurance Broker / Account Handler will develop strong relationships with brokers and insurers while providing expert guidance across commercial lines and personal lines insurance.

Insurance Broker / Account Handler – Key Responsibilities

The key responsibilities of the Insurance Broker / Account Handler will include:

• Managing and responding to insurance broker enquiries promptly and professionally.

• Handling insurance quotation requests and supporting brokers with new business enquiries.

• Assisting with the placement of commercial insurance and personal lines insurance risks.

• Identifying suitable insurers, insurance markets and insurer appetite for individual risks.

• Providing technical insurance advice and market guidance to brokers.

• Supporting brokers with commercial insurance placements and personal lines placements.

• Taking ownership of broker enquiries from initial contact through to resolution.

• Providing a proactive, professional and solutions-focused insurance broking service.

• Developing and maintaining strong relationships with insurance brokers and insurance companies.

• Building effective relationships with insurers, broker partners and internal insurance teams.

• Delivering excellent customer service and broker service at all times.

• Working within agreed SLAs and insurance service standards.

• Maintaining accurate records of all broker interactions, insurance transactions and account activity.

• Updating internal insurance systems with accurate and timely account handling information.

• Using Acturis to manage insurance records, transactions and account information.

• Using insurer portals and online insurance trading platforms.

• Acting as a trusted insurance advisor and critical friend to brokers.

• Providing constructive challenge and technical support to brokers where required.

• Supporting the onboarding of new insurance brokers and broker partners.

• Identifying broker requirements and potential insurance training opportunities.

• Identifying business development and new business opportunities in conjunction with the Broker Development Team.

• Supporting the successful winning and retention of insurance business.

• Ensuring all customer-facing insurance documentation is accurate, compliant and professionally produced.

• Ensuring all insurance activity complies with FCA regulations, FCA compliance requirements and internal procedures.

• Supporting efficient and effective insurance risk placement across the market.

Insurance Broker / Account Handler – Skills & Experience

The ideal candidate will have the following insurance broking experience and qualifications:

• A minimum of 2 years' experience in insurance broking.

• Previous experience as an Insurance Broker, Insurance Account Handler, Commercial Account Handler, Personal Lines Account Handler or Insurance Technician.

• Experience working across both Commercial Lines and Personal Lines Insurance.

• Strong technical knowledge of insurance products and insurance coverage.

• Knowledge of commercial insurance products and personal lines insurance products.

• Strong understanding of insurer market appetite and insurance market practices.

• Experience placing insurance risks with insurance companies and insurers.

• Experience handling insurance quotations and new business enquiries.

• Strong knowledge of insurance broking and account handling processes.

• Experience using Acturis insurance software.

• Experience using or familiarity with insurer portals.

• Knowledge of the UK insurance market.

• Good understanding of FCA regulations and FCA compliance.

• Understanding of insurance regulatory and compliance requirements.

• Excellent customer service and relationship management skills.

• Strong written and verbal communication skills.

• Excellent organisational and administrative skills.

• Strong attention to detail.

• Excellent problem-solving and negotiation skills.