Account Handler

Bradley David Associates is looking for a motivated and commercially focused Account Handler to join our client based in Wakefield, West Yorkshire.

Key Responsibilities

Account Handling & Client Support:

• Provide day-to-day administrative and technical support to Account Executives
• Act as a primary point of contact for Clients regarding cover queries, mid-term adjustments, quotations for additional insurances and policy documentation and endorsements
• Handle general client enquiries promptly, efficiently and accurately Attend Insurer and Client meetings where appropriate
• Work directly with Clients on non-Account Executive cases
• Handle a wide range of commercial risks, including Property, Liability, Marine, Engineering, Cyber, Motor Fleet and Financial Lines

Broking & Market Engagement:

• Conduct marketing exercises with insurers
• Negotiate and secure renewals and new business quotations
• Maintain strong market awareness and insurer relationships
• Keep up to date with market conditions, insurer products and developments

Administration & Compliance:

• Check and issue proposals, policy documents and endorsements
• Complete all administration in line with Company procedures
• Ensure all client records are accurately maintained on internal systems
• Treat customers fairly at all times, ensuring advice is tailored to their needs

If you are interested and have the relevant experience, please click apply to be contacted by a member of the team. You can also text your full name + 'AccountHandlerWF1’ to 07938 374419