Account Handler

Account Handler

Full-Time, Permanent, Hybrid Working

North Ayrshire, SW Scotland

Salary - £26,000 + Benefits

Overview:

Our leading Financial Services partner is seeking to recruit Account Executives to join their established and growing team based in North Ayrshire.

In this role, you'll be responsible for delivering a high-quality service to both new and existing clients, ensuring strong retention levels while identifying opportunities for growth where appropriate.

This position sits within the business insurance, risk management, and transfer solutions space, offering excellent opportunities for collaboration across teams to deliver exceptional client outcomes.

What you'll be doing:

• Create and update documents for new customers, mid-term changes, and renewals.
• Accurately record all customer details in the system and keep information up to date.
• Obtain renewal quotes for customers and explore all options to provide the best solution.
• Prepare renewal documentation and ensure all cover is confirmed before the renewal date.
• Handle queries from insurers and customers, confirm cover, process policies, and chase any outstanding documents.
• Manage account queries and support credit control, flagging any issues as needed.
• Follow all legal, regulatory, and company policies related to insurance contracts.

What you'll bring:

• Previous insurance experience is preferred but not essential - full training will be provided. Experience working to targets or within a regulated environment is beneficial.
• Educated to GCSE level or equivalent, with a good and potential understanding of the insurance industry.
• Customer-focused and aware of risk when handling sensitive information, always aiming for the best outcome for customers.
• Organised and proactive, able to meet deadlines, follow processes, and support team members effectively.
• Excellent communication and relationship-building skills, with strong planning, analytical, and attention-to-detail abilities.
• Confident using Microsoft Office; experience with CDL or Acturis systems is an advantage.
• Must be eligible to work in the UK.
• Interested in, working towards or holding a Chartered Insurance Institute qualification (Dip CII or FIT) is an advantage.

Benefits:

• 25 Day's holiday (plus bank holidays) with the option to buy extra days.
• Defined contribution pension scheme with employer contributions.
• Life insurance (4x salary, with options to increase up to 10x).
• Income protection covering up to 50% of your annual income, with top-up options.
• Health cover - either a Health Cash Plan or Private Medical Insurance.
• Employee share plans and access to discounted company stock purchase schemes.
• Three fully paid volunteering days each year.
• Additional perks such as discounted gym memberships, a season ticket loan, shopping discounts, critical illness cover, and emergency family care support.

If you need any help or adjustments for any stage within the recruitment process due to health, disability, or any other reason, please let us know.

Ready to take the next step in your career? Apply today and become part of our innovative team!

Reasonable Adjustments:

Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients.

If you need any help or adjustments during the recruitment process for any reason, please let us know when you apply or talk to the recruiters directly so we can support you.