Account Handler - Insurance

Search are currently working with a insurance business based in York who are looking for a Account Handler to join their business to develop into a Account Executive. This role will offer training toward CII certification and ongoing training and support.

Job Duties:

Act as the primary day‑to‑day contact for assigned clients, building strong and trusted relationships

Support Account Executives with new business, renewals, and mid‑term adjustments (MTAs)

Prepare and issue documentation including quotes, presentations, policy schedules, endorsements, and certificates

Liaise with insurers, underwriters, and suppliers to negotiate terms and secure competitive cover

Accurately process premium calculations, cover notes, and invoicing

Ensure all client records are kept up to date on the broking system

Handle client queries promptly and professionally, resolving issues efficiently

Ensure compliance with FCA regulations, company procedures, and Treating Customers Fairly principles

Assist in identifying cross‑selling and up‑selling opportunities where appropriate

Support the wider broking team to ensure service levels and deadlines are consistently met

Successful candidate will possess:

Previous experience within a Account Handler role prior (desirable)

Attention to detail

Work to timed deadlines

Excellent communication skills

Proficient with Microsoft

What's on offer:

Negotiable salary based on experience

Study package for CII qualification

PMI Healthcare

Bonus Scheme

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age