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Broker / Property Account Handler - Insurance

Job Title: Broker / Property Account Handler - Insurance

Location: Hybrid, 2 days in Alcester

Salary: Competitive

Job type: Full Time, Hybrid, Permanent.

It's an exciting time to join Clear Insurance Management as we continue to grow as a group. We have an ambition to be an industry leading employer of choice, where we value entrepreneurial spirit having fun at work.

The role:

Are you looking for your next challenge within the world of broking?

Do you have knowledge and an enjoyment for property and packaged policies?

Do you pride yourself on delivering an excellent service to clients?

If so, this could be the position for you!

As a Property Account Handler, you will be responsible for providing a comprehensive insurance service to existing and potential new clients. This involves providing quotations via the telephone, face to face or in writing, placing cover when instructed, inviting and confirming renewals and dealing with mid-term adjustments, and where appropriate, aiding with claim issues.

The role includes a mix of handling your own clients end to end and working with Account Executives to look after clients' needs to ultimately help us achieve our business objectives and continued growth.

The Candidate:

We are looking for someone who has a minimum of two years in the world of broking with a knowledge of both property and packaged policies. The individual will also be someone who understands FCA regulations and the importance of acting compliantly.

You will have excellent communication skills with the ability to hold effective conversations and will be used to working with IT systems on a daily basis. You will also be able to effectively plan, organise and manage your time efficiently, working well within a team environment with a drive to succeed.

  • Knowledge of the following classes of insurance - Property, Package Policies
  • Strong interpersonal skills and excellent communication skills, particularly over the phone
  • The ability to work efficiently under pressure and prioritise your workload
  • Excellent planning, organisational and time management skills

Key Responsibilities and Accountabilities:

  • Provide new business quotations on request, providing relevant advice, information and guidance
  • Take instructions from new clients, ensuring cover commences at the correct time, all relevant paperwork is completed, premium is collected and relevant records and diary entries are created
  • Take instructions from existing clients in respect of alterations to current policies, ensuring insurers are notified and records updated
  • Working with the Account Executives to plan strategy i.e., renewal approach, identify cross sale opportunities
  • Negotiating with Underwriters to achieve optimal outcome for clients
  • Offer renewal of existing clients' policies with current insurer or move to a new insurer, as appropriate
  • Check thoroughly all client documentation before despatch, ensuring queries are raised and amendments completed
  • Control your own diary system, ensuring all items are followed up by the due dates
  • Maintenance of up-to-date client records on the company electronic filing system
  • Identify, plan and achieve cross sale opportunities, working with specialist areas within the group


  • Pension Scheme
  • Private Medical Insurance
  • Income Protection
  • Life Assurance
  • Parking on site
  • Electric Car Scheme
  • Well-being and Charity Initiatives

We are not currently offering sponsorship for this role.

Please click on the APPLY button to send your CV and Cover Letter for this role.

Candidates with the relevant experience or job titles of; Insurance Administrator, Insurance Advisor, Insurance Consultant, Account Manager, Account Handler, Policy, Insurance Advisor, Underwriter, Claims Adjuster, Personal Line Account Manager, Property Insurance, Claims Representative, Home Insurance Agent, Insurance Sales Representative, Key Account Manager, Insurance broker, Financial adviser, Actuary, Insurance claims handler, Business development manager may also be considered for this role.


Broker / Property Account Handler - Insurance

Alcester B49, UK
Full time
Account Handler

Published on 9 Feb 2024

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