Account Handler

John Williams have partnered with an independent broker based in Bromley whose corporate foundations are built upon their core values of integrity, service and customer satisfaction which has enabled them to build lasting relationships with many of their private and business clients. They are proud to let it be known that they continue to maintain working relationships with a considerable number of their clients since the very beginning of the company in 1963.

The position of Account Handler is a client facing role to service and handle existing and new insurance policies for clients and prospective clients. Policy types to be handled include (but not limited to) High Net Worth, private home (contents and buildings) Boats, Pets, Holiday Homes and Personal Accident.

Key Responsibilities:

• Speaking with clients, taking them through our sales process


• Researching and providing new quotations


• Proactively speaking with former clients and previous enquirers to offer quotations at next renewal


• Managing the renewal book of existing clients


• Ensuring timely renewal of policies and processing the renewal


• Collecting payment and arranging payment where required under finance schemes


• Running and maintaining a well-managed diary system


• Any other duties as requested by your Line Manager in accordance with the nature of this position

Key Requirements

• Previous experience as an Account Handler within Personal Lines


• Chartered Institute of Insurance Qualifications desirable


• Suite of Microsoft Office Products


• Understanding of the principles of insurance broking


• Knowledge of Data Protection Act


• Knowledge of FCA Protocols


• Knowledge of GDPR.

If you would like to learn more about this opportunity, you can reach me on (phone number removed)