Account Handler
Capio Recruitment Insurance

Swansea, West Glamorgan
•6 hours ago
•No application
About
Job Title: Insurance Account HandlerLocation: South Wales - Swansea AreaSalary: £30,000 – £35,000 per annumAbout the Company: A well-established independent UK insurance broker, expanding its footprint with a new office in South Wales. Known for high-quality service in both personal and commercial insurance lines, the business is growing rapidly and is committed to investing in people who want to build a long-term career in insurance.Role Summary: You will join as an Account Handler - a pivotal and varied role that offers the scope to grow with the business. Ideal for someone with some insurance experience who’s ready to take the next step. You’ll be supported by a friendly, professional team and benefit from structured development, on-the-job learning, and the chance to shape your career path as the new office expands.Key Responsibilities:Manage and maintain insurance accounts - ensuring client and policy data is accurate and up to date, benefiting both clients and internal administrationHandle client communications (phone/email), responding to enquiries and requests - providing service excellence and building client trustAssist with policy renewals, endorsements and quotations - helping to drive retention and growthWork closely with senior brokers and colleagues - gaining exposure to underwriting, risk assessment, and bespoke insurance solutionsContribute to the growth and development of the new office - allowing you to influence processes and structure as the team buildsRequirements:Some prior experience in an insurance role (brokerage, account handling, underwriting support, or similar)Strong communication skills - with confidence, liaising with clients and internal stakeholdersGood organisational skills and attention



