Our client is a boutique insurance brokerage specialising in tailored protection solutions for high‑profile clients, including professional athletes, entrepreneurs, property experts, and high‑net‑worth individuals.
The firm’s property solutions offering is central to its ambitious growth plans, and it is increasingly recognised for its ability to successfully place complex and hard‑to‑place risks.
Our client prides itself on a client‑centric approach, delivering highly personalised service and building long‑term client relationships. As a member of established networks the business provides access to a wide and highly competitive range of insurance markets and providers.
Our client is seeking an Insurance Account Handler who will be responsible for the day‑to‑day management and servicing of client insurance accounts, ensuring a consistently high standard of service delivery. The role supports the placement, renewal, and ongoing administration of insurance programmes, with a strong focus on client satisfaction, accuracy, and efficiency.
Key Responsibilities
Client & Account Management
-
Act as a primary point of contact for clients, delivering a responsive and professional service
-
Manage a portfolio of insurance accounts, ensuring client needs are understood and addressed
-
Build and maintain strong, long‑term relationships through clear communication and proactive service
Renewals & Placing Support
-
Manage and process policy renewals in a timely and efficient manner and liaise with insurers and underwriters to obtain, negotiate, and secure competitive terms
-
Prepare and present accurate risk and client information to insurers and support the placement of complex and non‑standard property risks
Technical & Administrative Duties
- Handle mid‑term adjustments, policy amendments, and documentation insurance whilst maintaining accurate and compliant records across all systems and client files
Proactive Account Management
- Identify opportunities to enhance cover or improve programme structure and ensure ongoing client satisfaction, retention, and service consistency, Supporting continuous improvement in processes and service standards
Qualifications, Skills & Experience
Essential
-
Proven experience within insurance or insurance brokerage, ideally in a client‑facing role
-
Strong understanding of insurance products, policy administration, and market processes
-
Experience handling policy renewals and ongoing account management
-
Excellent customer service and communication skills
-
High attention to detail with strong organisational and time‑management abilities
-
Proficiency with the Acturis insurance operating platform and confidence adopting new technology
Desirable
-
Experience supporting or participating in the placing of complex or hard‑to‑place risks
-
Knowledge of regulatory compliance and insurance industry standards
-
Progress towards, or holding, professional insurance qualifications (e.g. Cert CII, Dip CII, ACII)
Why Join our Client
-
Opportunity to work with high‑profile and high‑net‑worth clients
-
Exposure to complex and specialist property risks
-
Supportive, boutique environment with strong market access
-
Hybrid working and a culture focused on quality, relationships, and long‑term growth
Benefits
-
Hybrid working model, with 2–3 days per week in the Sawbridgeworth office
-
25 days’ annual leave plus bank holidays
-
Nest pension scheme with employer contributions
-
Professional development support, including continued qualification support
-
Opportunity to work with high‑profile clients and complex, non‑standard risks
-
Supportive boutique environment with strong career development potential
If you are interested, please send your CV and cover letter
