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As an Assistant Account Handler (Trainee), you will play a key role in supporting the Commercial team by assisting in the management of clients’ insurance portfolios and delivering tailored insurance solutions. Your contribution will help ensure the team continues to provide exceptional service to self-build clients, making a significant difference in their projects.
Job Responsibility:
Assist in responding to client queries promptly and professionally, ensuring high levels of customer service
Help support strong relationships with clients, addressing their insurance needs and identifying opportunities to enhance their coverage
Help process new business, renewals, endorsements, and cancellations while maintaining accurate client records in line with company policies and procedures
Assist with liaising with insurers to ensure policies meet client needs and secure favorable terms where possible
Support the team in ensuring all activities comply with FCA regulations and company compliance standards, staying informed on regulatory changes
Work closely with Account Executives and colleagues to ensure smooth and effective client support, sharing knowledge and best practices to enhance service delivery
Requirements:
Previous experience in an administrative or support role, ideally within the insurance sector or a related specialism
A basic understanding of commercial insurance products and markets
Proficiency in using office software and the ability to learn client management systems
Awareness of compliance responsibilities, including FCA regulations and industry standards
Strong organisational skills with the ability to manage multiple tasks effectively and prioritise workloads
Excellent communication and interpersonal skills, with a focus on providing exceptional client service
A keen eye for detail and a commitment to maintaining accuracy and professionalism in all tasks
Proactive and solution-oriented, with the ability to identify and anticipate client needs
A team player who thrives in a collaborative environment and is eager to contribute to a positive team dynamic
Nice to have:
A willingness to work towards an ACII qualification
Familiarity with insurance platforms like Acturis (or similar systems)
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