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Preston
Financial broker
Account Handler

Account Handler

Heat Recruitment Ltd

Posted 15 days ago, valid for 6 days

Preston, Lancashire, England

£30,000 - £38,000 per annum

Full Time

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Sonic Summary

An independent broker in Lancashire is seeking an experienced account handler for their SME team and mid-market cases.
The role involves building and maintaining strong relationships with clients and insurers while providing high-quality service.
Key responsibilities include using the Acturis system and handling client inquiries and mid-term adjustments via phone and email.
Candidates should have at least 2 years of experience in a similar role.
Salary details are competitive and will be discussed during the interview process.

We have recently partnered with an independent broker based in Lancashire in recruiting for an experienced account handler working within their SME team and also mid market cases.

Purpose of the role:

To build and maintain strong relationships with clients and insurers offering a high standard of service at all times:

Main duties:

Using the Acturis system
Dealing with new client enquiries, mid- term adjustments via telephone and email
Ensuring that client accounts are maintained accurately

If you would like to discuss this opportunity in more detail, please get in touch

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