Assistant Account Handler

Job title: Senior Commercial Account Handler

Salary: £40,000 - £50,000

Location: Leeds (hybrid)

Assistant Account Handler - Schemes

The Vacancy

How you will make an impact

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.

Why Join Us?

At the heart of our client's culture lies a commitment to protect, excel, and succeed together. We foster an environment where everyone is empowered to thrive, working collectively to deliver success for their clients, colleagues, and communities.

What you can expect

• Career Growth: Ample opportunities to advance within a leading insurance firm.
• Flexibility: Work arrangements designed to support your work-life balance, allowing you to excel in all areas.
• Supportive Culture: A collaborative environment where teamwork and professional development are highly valued.

Key Responsibilities

• Client Management: 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.
• Policy Administration: Help process new business, renewals, endorsements, and cancellations while maintaining accurate client records in line with company policies and procedures.
• Insurer Negotiation: Assist with liaising with insurers to ensure policies meet client needs and secure favorable terms where possible.
• Compliance and Regulation: Support the team in ensuring all activities comply with FCA regulations and company compliance standards, staying informed on regulatory changes.
• Collaboration and Teamwork: Work closely with Account Executives and colleagues to ensure smooth and effective client support, sharing knowledge and best practices to enhance service delivery.

About You

Attributes: Skills: Qualifications Candidates must meet the essential criteria through relevant experience or demonstrated transferable skills. However, desirable attributes, skills, and qualifications will be considered a strong advantage.

Essential:

• 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.

Desirable:

• A willingness to work towards an ACII qualification.
• Familiarity with insurance platforms like Acturis (or similar systems) would be advantageous.

Key Skills and Attributes:

• 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.

Benefits

• Company Pension Scheme
• Private Medical Insurance
• Income Protection
• Life Assurance
• Electric Car Scheme
• Well-being and Charity Initiatives

If you have the relevant experience or know someone that does please contact me now on or email us at