​RESPONSIBILITIES 

• Prepare renewal reports, market submissions, and presentations

• Secure competitive quotes for new and renewal business

• Diligently check policy documentation

• Oversee premium tracking and credit control, escalating issues when necessary

• Act as a primary client contact for coverage queries, policy changes, and risk guidance

• Check and validate policy documents in line with regulatory standards

• Advise on insurance and risk management in collaboration with the account team

• Coordinate global insurance programmes, liaising with international partners

• Build strong relationships with clients, insurers, and third-party stakeholders

• Identify opportunities to improve service and add client value

• Support insurance administrators and resolve complex client queries

• Provide feedback in insurer review meetings

DAY-TO-DAY 

• Liaising regularly with clients, underwriters, and internal colleagues to manage renewals, adjustments, and queries

• Preparing detailed documentation and ensuring all files are audit-ready

• Participating in internal and client meetings

• Following up on outstanding premiums and supporting credit control efforts.

• Maintaining accurate CRM records and documentation

• Assisting the wider account team with strategic planning and major client developments

EXPERIENCE 

• A minimum of 2 years’ insurance experience, ideally in a broker setting as an Account Handler within any line of business 

• Experience with real estate clients-particularly commercial property owners or managing agents-is highly desirable

• Cert CII is preferred