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Account Handler

Job Details


We are looking for an Account Handler to join our successful Commercial department in Swindon.

You will be providing outstanding customer service to a portfolio of clients, increasing retention and  enhancing revenue streams.

You will need to have previous experience in Commercial Insurance and a passion for exceeding customer expectations.

Who are we and what do we offer?

We are a small, friendly office you will be working within a team of five account handlers. We have a bright spacious office on the outskirts of Swindon Town Centre with free on-site allocated parking.

Our core working hours are Monday – Friday from 9am – 5pm.

We have a competitive package, including pension scheme, life assurance and a holiday balance that increases with service.

Key Accountabilities:

  •      Maximise client business retention by efficient/prompt handling of all matters, day to day enquiries, renewals etc
  • Review insurer placements to ensure that best advice is offered at all times.
  • To ensure clients are offered appropriate premium payment options including use of finance houses
  • Maintain and increase profit from existing client bank as evidenced by retention rates and commission.
  • To operate in efficient FSA compliant manner. Follow procedures as evidenced by regular file audits.
  • Develop strong relations with key suppliers as evidenced by account size and profitability.
  • Cross selling on existing client database.
  • To handle client’s enquiries from own and team’s client account ensuring that all client instructions are handled promptly and accurately.
  • To send out client renewals and deal with subsequent enquiries in a timely manner.

What will I need?

  • Maths and English GCSE at Grade C or above – or equivalent.
  • Experience of selling insurance products to commercial clients.
  • Cert CII qualified – preferred
  • Experience in using Acturis – preferred.
  • Drive to achieve results, solve problems and deliver service.
  • Excellent organisational, administrative, forward planning and team working skills.
  • A flair for communication, building relationships and influencing others.


Application Method

If you are interested in the above role please send a copy of your CV to

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