0845 257 6686

Job Description

General Insurance Account Handler
Premier Team - Personal and Commercial Package / SME

Job Outline

•To provide a high-quality service to existing clients, covering all aspects of their insurance arrangements; to advise, arrange and secure suitable cover at a competitive premium.

•To secure new customers and generate new business and to administer the insurance arrangements for the protection of the material assets and liabilities of clients.

•To be aware of market developments in your business areas and bring them to the attention of clients and colleagues, where appropriate.

Principle Objectives and Responsibilities

•Deal with new business, mid-term adjustments and renewals according to company procedures and practice, referring to senior colleagues, experts or insurers when issues fall outside of own competencies or knowledge.

•Carry out instructions regarding the arrangement or amendment of insurance for clients, referring queries to the appropriate person when the enquiry falls outside own knowledge, competencies or experience

•Deal with telephone enquiries promptly referring the query to the appropriate person when the enquiry falls outside own knowledge, competencies or experience.

•Input new business, amendments and renewals on Acturis to maintain accurate records, keeping hard-copy records on customer files where appropriate in accordance with the firm's standard procedures.

•Exercise judgement when reviewing proposals, either new or renewals, referring to a senior colleague or insurer when appropriate

•Liaise with Insurers, other company staff and Claims Handlers when appropriate.


•Maintains own competence and compliance status

•Deals with customer in accordance with FCA Insurance Conduct of Business Rules

•Provides a compliant service to customers

•Provides broking service to clients

•Works on own initiative, under direction of supervisor/managers
•Knowledge Required

•Knowledge and understanding of Personal Lines and Commercial Package Products including current market conditions

•Knowledge and understanding of FCA rules and guidelines relating to commercial and consumer customers

•Willingness to continue to develop knowledge of insurance and related issues through formal and informal learning, both internal to the firm, and externally

Office Workforce is responsible for thousands of temporary, temp-to-perm and permanent vacancies across the Midlands. We operate from several prime locations in the area, and are likely to have an office right near you. Our team offer a unique service tailored to match your precise needs, and can assist you with the following job categories; Clerical and Administration, Call Centre, Customer Services, Sales and Business Development, Secretarial and PA, Professional and Management. We are always on the lookout for the very best talent, so if you know anyone, refer them to our professional and friendly team who will be more than happy to help.