Up to £25kpa + excellent benefits

Insurance Account Technician

Ref: 4181| Posted: 2nd Apr 2024

At Insure Recruitment, we're currently seeking a skilled Insurance Account Technician to join a reputable company in Perth. In this role, you'll be tasked with providing administrative support and processing assistance to our client services team. Your responsibilities will include tasks such as preparing documents, managing client records, entering data, and monitoring client accounts. Additionally, you'll play a pivotal role in supporting our Client Executives by mastering various back-office tasks, processes, and functions.


  • Works with senior members of the team to agree on key priorities so that they can manage and plan their workload, ensuring that  personal and team objectives are achieved
  • Meets agreed targets
  • Manages assigned projects and contributes to other projects as required
  • Provides relevant management information to senior managers where required


  • Provide support and assistance to senior colleagues in their interactions with clients, producing brokers and underwriters regarding new business, renewals and mid-term changes
  • Assist in monitoring team’s Renewal and New Business activity, issuing renewal invitations and monitoring/chasing receipt, updating workflow
  • Assist in the creation of comprehensive client and broking documents, reports and summaries
  • Enter data into Sector (and other portals as appropriate) for new quotes, renewals and mid-term adjustments
  • Prepare debiting instructions for own and colleagues’ clients
  • Co-ordinate and resolve queries from internal/external parties on behalf of the team, and investigate issues arising in a variety of MI reports
  • Provide support for system updates for the team, undertaking system testing eg, schemes, new functionality, templates
  • Technical duties (including monitoring debtors position and raising concerns with senior colleagues; running monthly Contract Certainty reports and ensuring data completion by the deadline; responding to issues raised regarding data integrity; supporting the credit control team where required; completing payment request forms; chasing subjectivities)
  • Keeps informed of all regulatory and legal changes which impacts on the job role
  • Ensures up to date records are maintained at all times on the Company systems
  • Responds appropriately to urgent issues as they arise
  • Maintain own electronic records and, where applicable, other members of the team

Policy, Process and Procedures:

  • Interprets instructions and issues arising, and then implement actions according to policies and procedures

Environment, Customer Focus and Relationships:

  • Develops strong relationships with their Business Units
  • Develops strong relationships with clients as appropriate
  • Deal with incoming enquiries from clients, insurers and third parties as appropriate
  • Deal with client renewals and mid-term adjustments as appropriate
  • Responds to the clients(both internal and external) requirements as appropriate
  • Behaves with all clients (both internal and external) fairly and ethically
  • Shares information that could be beneficial to the Operating Entity/Group

People Management/Personal Development:

The job holder has no direct reports. They may be required to work alongside Trainee Technicians to support their development, as part of the training.

  • Actively undertakes personal development to ensure up-to-date knowledge and understanding of best practice
  • Remains aware of external, industry, legal and regulatory developments etc to ensure practice and outputs are of a sufficiently high standard
  • Keeps informed of all legal and regulatory developments relevant to the Operating Entity/Group

Regulatory and Compliance:

The Board of each Operating Entity requires the highest standards of corporate governance, operational excellence and financial reporting throughout the Group from all its employees. Specific responsibilities are listed below. 

  • Ensures compliance of self and direct reports (if any) with all applicable legal, fiscal and regulatory obligations in the form of policies and procedures
  • Ensures correct authorisation is obtained and processes followed when required by the Operating Entity and/or Group
  • Ensures performance, HR and T&C records are up to date  and meet the Operating Entity and/or Group’s requirements  (which will include those of direct reports if any)
  • Maintains accurate records and deals with correspondence appropriately
  • Operates in an honest, professional and ethical manner
  • Strictly adheres to the Group Employee Code of Conduct
  • Completes all relevant regulatory training
  • Ensures  competence of self and direct reports (if any)



  • Experience in a similar role is highly desirable
  • Should have previous experience of working in a client facing environment
  • Able to undertake and demonstrate competence in technical training, as required by the industry regulator
  • Technical expertise in allocated business lines 
  • Excellent understanding of processes and procedures within the insurance market (this will be developed with experience of the role and is not essential for recruitment purposes)

To apply, submit your updated CV. Successful applicants will be contacted within 2 working days to discuss the opportunity further.

At Insure Recruitment, we work with clients dedicated to fostering a diverse, inclusive, and authentic workplace. If you're enthusiastic about this role and your experience doesn't perfectly align with all criteria, we encourage you to apply – you might be the perfect fit for this or other roles.