Account Handler

Account Handler Job Description Template

Our company is looking for a Account Handler to join our team.


  • Manage the Insurer relationships building a strong report with your contacts;
  • Ensure you only provide advice in the areas in which you are deemed competent;
  • Effectively manage aged debt and general Credit Control;
  • To handle day to day queries from clients and act as point of contact;
  • Take instructions from existing clients in respect of alterations to existing policies, ensuring insurers are notified and records updated;
  • To undertake all other duties as reasonably required and directed;
  • To liaise with colleagues to share information about the current insurance marketplace, and to assist them with any insurance queries;
  • To maintain a culture and approach of continuous improvement where effectiveness and efficiency is continually improved;
  • Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times;
  • To comply with the Company Policy on Information Security and Acceptable Use;
  • To provide support and technical assistance to Account Executive and other staff within the Company;
  • A good understanding of producing terms and documents using the Acturis System is essential;
  • To provide insurers and underwriters with accurate information to ensure they can assess each risk correctly;
  • To maintain accurate files and to ensure copies of correspondence and telephone notes are correctly recorded;
  • Liaise within underwriters, agencies and insurers to obtain the best terms for our clients.


  • effective communication skills (both written and verbal);
  • Ability to gather and analyse information for the client and resolve problems;
  • Ability to identify and respond appropriately to an individual client’s level of understanding;
  • Ability to persuade and influence others;
  • Ability to identify and match products with client requirements;
  • Excellent telephone manner and customer service skills.