Wallington | £30,000pa | Permanent


Cassidy Jones Recruitment are proud to be working in partnership with a fast-growing Insurance company, recruiting for an Account Handler to join their team in Wallington.


You will be responsible for servicing accounts from ‘cradle to grave’ for clients including telephone discussions with new and existing clients, renewal administration, preparation of presentations to insurers, negotiating premiums with underwriters, providing full support for account executives and Directors, preparing client reports and other documentation.



The Role:

  • Prepare documentation for new customers in relation to their insurance requirements in partnership with account managers.

  • Obtain renewal terms for customers and identify potential alternative quotations before producing presentations for account managers to discuss with customers.

  • Prepare documentation for existing customers in relation to renewals in partnership with Account Executives/ Managers.

  • Ensure all customer details are recorded accurately and entered onto system in a timely fashion.

  • Prepare renewal closings from renewal meeting minutes and ensure cover bound by renewal date.

  • Deal with Insurer queries in relation to customer policies.

  • Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required.

  • Prepare debit notes and policy summaries.

  • Deal with account queries and credit control matters highlighting any concerns to account managers in a timely manner and support.




  • Holding/working towards one of the Chartered Insurance Institute

  • Qualification: Dip CII/ FIT (Fitness Insurance Test) desirable.

  • Educated to GCSE standard or equivalent.

  • Commercial insurance knowledge in all classes.

  • Insurance administration experience desirable in a commercial setting.

  • Worked to targets within a regulated, measurable framework and achieved SLA’s.

  • Risk aware in handling customer information.

  • Evidence of rapport-building experience.

  • Good customer service focus.

  • Able to identify potential risk/issues and seek advice/consultation when required.

  • Due diligence and process driven to deadlines.

  • Good communication and interpersonal skills.

  • Good planning and analytical skills.

  • Accuracy and attention to detail.

  • Takes initiative when assisting team members.

  • Good Systems knowledge, Acturis experience is desirable.

  • Driving license desirable.


This is a full time position.


Please apply by sending your CV as a Word Document. Cassidy Crane Recruitment Ltd are acting as an Employment Agency on behalf of our Client. 



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