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Trainee Account Handler

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icon briefcase Job Type : Full Time

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Job Description - Trainee Account Handler

Are you a detail-oriented professional with a passion for delivering exceptional client service? EAC are representing an Organisation in Bedford who are looking for an Account Handler to join their growing team.

This is a fantastic opportunity to work alongside senior professionals, managing premium insurance accounts and contributing to a thriving Private Client division.

My Client are open to experience, if you are a Graduate keen to break into the world of Insurance then I am keen to hear from you. This position is based in Bedford but allows hybrid working.

On Offer:

  • Salary £26,000+
  • WFH: Monday & Friday
  • 25 days annual leave

About the Role

Offering support to managers and client executives. You'll play a key role in maintaining valued relationships, and ensuring top-tier service throughout the policy lifecycle.

Client Service & Revenue Support

  • Collaborate with managers and executives to achieve income growth targets.

  • Handle renewals, mid-term changes, and documentation with precision.

  • Prepare tailored insurance presentations and negotiate with underwriters.

  • Be a go-to point of contact for high-value clients, ensuring smooth communication and exceptional service.

Placement & Administration

  • Maintain accurate client records and ensure all procedures meet internal compliance standards.

  • Update internal systems with policy changes and client details efficiently.

Finance & Reporting

  • Oversee invoicing accuracy and liaise with finance teams to ensure timely premium collection.

  • Investigate and resolve any financial discrepancies.

  • Provide reporting and insights on portfolio performance and renewals.

Professional Development

  • Keep up to date with insurance market trends and regulations.

  • Participate in ongoing training to develop technical and professional skills.

If you're passionate about private client insurance, thrive in a collaborative environment, and are looking for your next career move, we’d love to hear from you.

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