Account Handler - Insurance & Risk Advisory


Location: London (office-based)


Salary: £40k


Experience Required: Minimum 2 years' experience in account handling, client services, broking, or similar roles within insurance or financial services




Overview:

An established insurance and risk advisory firm is looking for a reliable and organised Account Handler to support its growing portfolio of private and corporate clients. You'll work closely with brokers and senior account managers, helping to deliver a high standard of service and ensuring the smooth running of client accounts from start to finish.




Key Responsibilities:

• Act as a day-to-day point of contact for clients and brokers.


• Support the management of client accounts, including renewals, policy administration, endorsements, mid-term adjustments and claims liaison.


• Liaise with brokers, underwriters, claims teams and external partners to ensure client needs are met.


• Gather and prepare information for renewals, risk reviews and policy updates.


• Maintain accurate documentation, CRM records and compliance requirements.


• Assist in producing reports, account summaries and supporting documents.


• Prioritise and manage multiple client tasks in a fast-paced environment.


• Provide a high level of client service, ensuring timely and proactive communication.

• Minimum 2 years' experience in an account handling, broking, client service or administrative role within insurance or financial services.


• Solid understanding of insurance processes (commercial, corporate, property, or HNW insurance experience an advantage).


• Strong communication skills with confidence dealing with clients and stakeholders.


• Excellent attention to detail and strong organisational ability.


• Able to manage multiple tasks and work to deadlines.


• Proficient with Microsoft Office; experience with CRM or policy management systems is beneficial.


• Professional, calm and service-focused approach.

• Exposure to a wide range of clients, including corporate, property and high-value private clients.


• An opportunity to develop your insurance career in a supportive and well-regarded firm.


• A varied role with genuine scope for long-term progression and learning.