Home
Leeds
Account Handler

Account Handler

Red 10

Posted a day ago, valid for 4 days

Leeds, West Yorkshire LS279DJ, England

£48,000 - £57,600 per annum

Full Time

Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

This position is for an experienced Account Handler in a Leeds-based team, requiring at least 2 years of experience in a similar role.
The Account Handler will manage a growing client portfolio while ensuring compliance with FCA regulations and providing exceptional client service.
Key responsibilities include supporting Directors, maintaining client relationships, handling queries, and analyzing risk management data.
The role offers a salary of £30,000 to £40,000, depending on experience, with additional benefits such as a company pension and private medical insurance.
Preferred qualifications include DIP CII or progress toward it, and 5+ years of commercial broking experience.

This is an exciting opportunity for a dedicated and experienced Account Handler with commercial experience to make a meaningful impact in a Leeds-based team! You'll play a critical role in managing a growing client portfolio while ensuring compliance with FCA regulations and delivering exceptional client service.Account Handler:Key Responsibilities:

Support Directors in managing and growing a varied client portfolio.
Ensure compliance with FCA regulations and industry best practices.
Maintain professional relationships with clients and provide quality advice.
Handle client queries efficiently, support commercial renewals, and prepare for client meetings.
Analyse risk management data and manage aged debt.
Ensure policy documents are accurate and compliant.

Required Skills and Experience:

At least 2 years of experience as an Account Handler.
Cert CII qualified and proficient in Acturis.
Strong commercial insight and experience in supporting a growing client portfolio.
Preferred qualifications: DIP CII or progress toward it, and 5+ years of commercial broking experience.

Benefits:

Company pension
Life & private medical insurance
Free parking

If you’re an experienced Account Handler with a passion for commercial insurance and growing client relationships, apply now for a conversation today!

Apply now in a few quick clicks