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An Insurance Broker - Account Manager / Account Handler is needed to join this leading insurance provider based in Bolton. This is a fantastic opportunity for someone who is passionate about contributing to business growth and thrives in a regulated environment.
Reporting to the company directors, this role combines account handling and management responsibilities while ensuring all activities align with Financial Conduct Authority (FCA) regulations.
About the Company
The company is a trusted insurance provider, offering tailored solutions to meet the needs of individuals and businesses. Known for their client-centric approach, they provide a wide range of policies and exceptional support throughout the insurance journey.
Key Responsibilities
- Manage inbound and outbound telephone calls.
- Arrange new policies, renewals, and mid-term adjustments.
- Prepare reports, insurance documents, and presentations.
- Oversee and manage the claims process.
- Maintain client records and ensure accurate data entry.
- Negotiate with underwriters for the best coverage, pricing, and levels of cover.
- Build and maintain strong relationships with insurers and customers.
- Complete compliance tasks and ensure adherence to FCA regulations.
- Handle workloads effectively and assist in other administrative tasks as required.
Required Skills and Qualifications
- GCSE Maths and English (Grade A-C / 9-4).
- Excellent communication and interpersonal skills.
- Strong attention to detail and a professional approach.
- Proficient in Microsoft Office products.
- Self-motivated, eager to learn, and passionate about delivering results.
- Strong problem-solving and analytical skills.
Desirable Skills
- Experience with Acturis insurance software.
- Knowledge of commercial insurance products.
What's on Offer?
- Salary: £25,000 (negotiable based on experience).
- 21 days annual leave + bank holidays.
- Supportive, family-friendly working environment.
- Opportunities for professional development and growth.
- Full training and ongoing support.
This role is ideal for someone with a positive, can-do attitude who enjoys working in a collaborative environment and is eager to grow within the insurance industry.
Interested?
Click APPLY now to send your CV for immediate consideration.
Candidates with previous experience or job titles including Insurance Advisor, Commercial Insurance Account Handler, Claims Manager, Policy Administrator, Client Account Manager, Underwriting Assistant, and Insurance Broker may also be considered for this role.
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