Senior Account Handler - Liverpool - Competitive Salary

Join a Chartered, independently owned broker with over 50 years of combined experience - and become a key part of a client-focused team that takes real pride in the service it delivers.

This is a role for an experienced handler who's ready to take on greater responsibility across a commercial and corporate client base.

You'll work closely with Account Executives, manage your own accounts on a direct basis, and play a central role in delivering best-in-class service across a varied and interesting portfolio.

Salary: Up to £50,000
Location: Liverpool
Working pattern: Full time - 4 Day Working Week

What they're looking for

• Cert/Dip CII qualified or actively working towards it


• Minimum 7-10 years' experience in the insurance industry


• Proven operational and client liaison experience within insurance


• Strong IT skills across Word, Excel and PowerPoint


• SSP Pure Software experience beneficial but not essential


• Excellent organisational skills - comfortable managing multiple enquiries simultaneously


• Calm under pressure, with strong communication and interpersonal skills


• A genuine awareness of client needs, business issues and insurance programmes

What you'll be doing

• Managing and growing a portfolio of commercial and corporate client accounts


• Supporting Account Executives across placement strategy, renewals and general insurance queries


• Preparing and submitting accurate market presentations


• Analysing quotes, negotiating cover and premiums with insurers


• Handling MTAs and preparing client reports for renewal and ad hoc projects


• Acting as a direct point of contact for day-to-day client queries on designated accounts


• Producing insurer documentation in line with legislative and regulatory requirements


• Keeping up to date with market conditions and sharing relevant insights with clients and colleagues

Why join them?

• A Chartered Insurance Broker - a mark of quality and professionalism held since 2013


• Totally independent - able to access cost-effective, market-leading products without compromise


• A business built on a genuine customer-first approach and professional code of ethics


• Over 50 years of combined experience across the team


• Multiple opportunities available within the Liverpool office


• A supportive environment where ongoing development and qualifications are actively encouraged

Ready to make a move? Get in touch - even if you're just exploring your options.

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