Real Estate Account Handler
Real Estate Account Handler
Salary: £40,000 + Location: London – Hybrid
PURPOSE OF ROLE
An exciting opportunity has arisen for an experienced Account Handler to join a well-established Real Estate insurance team in London. Working within a specialist property environment, the role will provide support across a portfolio of residential property clients, ensuring a high standard of service throughout the policy lifecycle.
The successful candidate will work closely with Account Executives, insurers and internal teams, helping to manage client requirements, maintain strong relationships and ensure accounts are handled efficiently, accurately and in line with regulatory requirements.
RESPONSIBILITIES
- Take ownership of allocated client accounts and provide a
consistent, professional service.
- Support the Account Executive team with the management and
development of client portfolios.
- Assist with renewal preparation, policy amendments and ongoing
account requirements.
- Coordinate with insurers and internal teams to ensure
appropriate terms and documentation are obtained.
- Develop effective working relationships with clients and key
stakeholders.
- Maintain accurate records and ensure all relevant information is captured on internal systems.
- Help identify potential issues and ensure client queries are
resolved promptly.
- Contribute to client retention by providing a proactive and
reliable service.
- Look for opportunities to improve processes and enhance the
overall client experience.
- Identify and pass on potential opportunities for additional
business where appropriate.
- Ensure all activity is undertaken in accordance with FCA
requirements and Consumer Duty principles.
DAY-TO-DAY
- Reviewing and processing client requests, policy changes and
account administration.
- Preparing information required for renewals and assisting with
the placement process.
- Responding to client enquiries and acting as a key point of
contact for day-to-day requirements.
- Obtaining information, quotations and documentation from
insurers and following these through to completion.
- Checking policy documentation for accuracy and ensuring
outstanding actions are followed up.
- Updating Acturis or relevant broking systems with accurate and
timely information.
- Working alongside Account Executives on client activity and
account priorities.
- Managing workloads effectively to ensure agreed deadlines and
service standards are maintained.
- Dealing with issues or queries as they arise and escalating
where appropriate.
- Keeping up to date with relevant insurance, regulatory and
market developments.
- Contributing to team meetings, process improvements and wider
business initiatives.
EXPERIENCE
- Previous experience within an insurance Account Handler,
broking or client servicing position.
- Experience managing commercial insurance accounts and
supporting clients throughout the policy lifecycle.
- Experience within Real Estate, Property Owners or Residential
Property insurance would be advantageous.
- Understanding of insurer markets and insurance placement
processes.
- Experience using Acturis or a similar insurance broking system.
- Good understanding of FCA requirements and Consumer Duty.
- Experience working alongside Account Executives and managing
client relationships.
- Cert CII or progress towards a professional insurance
qualification is desirable.
SKILLS
- Strong client relationship and communication skills.
- Excellent organisation and attention to detail.
- Ability to manage a varied workload and competing deadlines.
- Proactive and solutions-focused approach.
- Strong administrative and systems capability.
- Good commercial awareness and understanding of insurance
requirements.
- Confident communication with clients, insurers and internal
stakeholders.
- Professional and customer-focused approach.
- Commitment to developing technical insurance knowledge.
- Strong team player who works effectively with colleagues across
the business.
Working Pattern: Hybrid, with 3 days office-based working, dependent upon location.
If you have the relevant experience or know someone who does, please contact Joe Cappalonga on or email