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Insurance Account Handler

Job description

What you'll love about this company:

Culturally it's a great place to be - the team are friendly, supportive and there is constant opportunity to grow. The resources available to help you and your clients is outstanding.

Whether your long-term aspirations are to technically enhance, manage or even develop into client facing or it may be just to be valued and paid well - It's all on offer.

This is a first-class insurance brokerage based in Southampton, who is seeking an experienced Account Handler to join their team. In this role, you will be responsible for managing a portfolio of clients across their commercial sector, including manufacturing, construction and commercial fleet, building strong relationships, and providing excellent customer service.


  • Manage a portfolio of clients, ensuring all their insurance needs are met
  • Build and maintain strong relationships with clients, insurers, and other stakeholders
  • Provide excellent customer service, responding to client queries and concerns in a timely and professional manner
  • Process insurance policies, renewals, and endorsements accurately and efficiently
  • Identify opportunities to upsell and cross-sell insurance products to clients
  • Ensure compliance with relevant regulations and internal policies and procedures
  • Collaborate with other members of the team to achieve business goals and objectives


  • Experience as an account handler in the insurance industry
  • Strong communication and interpersonal skills
  • Excellent attention to detail and accuracy
  • Ability to work independently and as part of a team
  • Proficiency in Microsoft Office and insurance software systems
  • Knowledge of insurance products and regulations

No CV, No problem...give me a call to discuss.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.