Insurance Account Handler
Location: Central Edinburgh
- £30,000 - £45,000 dependent on experience, product knowledge, level of qualification and performance at interview
- Discretionary bonus
- Income protection
- Life assurance
- Hybrid working once competent in role
The company and role
We are currently working with a well-established insurance brokerage providing personal and commercial insurance solutions to clients throughout the UK. Their mission is to protect what matters most to their clients by offering comprehensive coverage options and exceptional client service.
The opportunity we have is for an Insurance Account Handler to look after a book of clients and their property and liability insurances, along with farm insurance. You will also handle high net worth personal lines business.
Key Responsibilities
- Preparation of renewal schedules, contacting clients prior to renewal within required timescales.
- Negotiate alternative quotes - prior to renewal dates - where appropriate.
- Acting as broking assistant to the private client account executive.
- Dealing with all documentation, invoices, credit notes, etc. ensuring a smooth and trouble-free renewal for the client.
- Handling claims efficiently and within regulatory timescales time scales.
- Fostering good relationships with insurance companies and third parties.
- Ensuring that the delegated authority under agency agreements are not exceeded
- Operating an effective credit control system and report as required.
- Building and maintaining strong client relationships by delivering exceptional customer service and providing ongoing support.
Requirements
- Experience in a similar Insurance Account Handler role is required ideally with knowledge of property, liability and personal lines insurance. Candidates with a background in farming and estates insurances would be at an advantage for this role.
- Excellent communication and interpersonal skills, with the ability to explain complex insurance concepts to clients.
- Strong attention to detail and organisational skills.
- Proficiency in Acturis would be a bonus.
- Insurance industry certifications (e.g. Cert CII or Dip CII are welcomed).
To apply
Please send your CV to jenny @ tempestjones . com