Account Handler
We are seeking a proactive and detail‑oriented Account Handler to join our specialist Heritage team. This role involves supporting a diverse portfolio of clients—from SMEs to large corporate organisations—across a wide range of commercial insurance products. You will play an essential role in delivering exceptional client service, managing day‑to‑day account activity, and ensuring smooth and accurate administration throughout the policy lifecycle. Full training will be provided, along with opportunities for professional development and industry qualifications.
Key Responsibilities
Client & Portfolio Management:
• Ensure the smooth running of an assigned client portfolio on a day‑to‑day basis.
• Act as the first point of contact for all client and insurer enquiries.
• Handle inbound new enquiries and quotes.
• Develop, maintain, and cultivate professional and constructive relationships with clients, insurers, and other stakeholders at all levels.
• Provide timely, proactive responses to queries from clients and insurers.
• Offer guidance and advice to clients across various policy types, including Fleet, Commercial Combined, Professional Indemnity, Management Liability, Cyber, Crime, and Group PA/Travel.
Policy Administration:
• Handle renewals, mid‑term adjustments, and inbound enquiries.
• Assist with policy placements and utilise binding authorities.
• Set up all necessary actions for new business quotes, sales, renewals, and MTAs.
• Resolve discrepancies in provider documentation prior to issuing documents to clients.
• Maintain accurate and compliant client records in line with internal systems and protocols.
Service & Performance:
• Achieve agreed retention rates and contribute to cross‑selling and referral targets.
• Deliver a high‑quality, professional telephone service to both internal and external stakeholders.
Essential Criteria – must be clearly demonstrated on CV
Experience:
• Background in insurance—within either an insurer or broker environment.
• Experience in customer service and/or sales.
Essential Skills & Attributes:
• Excellent communication and interpersonal skills.
• Strong organisational abilities with high attention to detail.
• Ability to work under pressure and manage large volumes of information efficiently.
• Proactive, self‑motivated attitude with the confidence to use initiative.
• Effective teamworking, influencing, and negotiation skills.
• Strong written and verbal communication.
• Willingness to learn and develop professionally.
• Resilience to manage challenges and respond constructively to feedback.
What We Offer
In return you will be welcomed and supported by our Ardonagh family and be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:
• 26 days’ holiday, plus bank holidays.
• Career progression opportunities across the Ardonagh Group.
• Support to gain CII or ACII qualifications to boost your knowledge and career prospects
• Access to our pension scheme for when you feel it’s time to retire.
• 24/7 physical and mental wellbeing support.
• One paid volunteering day per year.
• Eligibility for Spotlight Awards recognising outstanding talent across the group.
Ready to Join Us?
If you're passionate about delivering great service and building a career in a dynamic and supportive environment, we’d love to hear from you. Apply today and one of our team will be in touch.
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Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.
If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.
Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received.
Note to recruiters and employment agencies: We will not pay for unsolicited CVs from recruiters and employment agencies unless we have a signed agreement and have requested assistance, in writing, for a specific opening.
- Department
- General Insurance
- Role
- Account Handling
- Locations
- Southampton- Hedge End
- Employment Types
- Permanent, Full Time
- Salary
- Dependent upon experience
- Job Reference
- 418081
About Everywhen
Our journey is a story of continuous growth and evolution.
As the UK-based broking and advisory heart of the Ardonagh Group, Everywhen unites a nationwide network with a strong local touch — powered by over 5000 talented individuals across more than 140 hubs.