Account Handler
Real Estate

Real Estate Account Handler

Ref: 3622| Posted: 14th Jun 2021

Real Estate Account Handler – Guildford – Salary DOE plus benefits

Insure Recruitment are currently assisting a worldwide broker who are going through a period of growth who are seeking an experienced Real Estate Account Handler to join their team in Guildford to work in a fast paced and dynamic environment providing outstanding support to the Account Executives.

You will be responsible for -

Servicing your client accounts during the renewals process; admin, presentations, negotiating premiums and managing all paperwork. It's a varied and busy role, but one that will also broaden your expertise.

Working in partnership with our Account Executives, to deliver the needs of your clients. First class interpersonal skills, dedicated to customer happiness and aware of maximising opportunities are critical to your success.

Build renewals documents, reports, balancing the mid-term adjustments and crafting new quotes for customers. A high attention to detail is essential when dealing with this much information.

Ensure client details are recorded accurately and entered onto Acturis quickly; this allows us to keep all client records accurate for audit purposes.

Provide cover by renewal date to meet your client needs. Being organised, efficient and dedicated to your clients means you handle all of this on their behalf.

Assist your clients with queries daily, confirm cover with the insurers, process policies and chase up outstanding documentation when required.

Manage all account queries and credit control matters, highlighting any concerns to account managers on time.

Prepare underwriting information for presentations to insurers.  Design and deliver presentations as required.

Follow up on new and existing renewal business quotations.


Skills, Experience and Qualifications Required for the role:

Cert CII qualified, having worked to targets within a regulated, measurable framework and achieved SLA’s.

Worked in teams servicing both clients and colleagues; with excellent customer service skills and the ability to negotiate hard.

Evidence your strong rapport-building skills and excellent communication skills.

Risk aware with strong planning and analytical skills

With attention to detail and dedicated customer service focus.


Please apply to the by role submitting you’re most up-to-date CV. If your application is successful, we will be in touch within 2 working days of receiving your job application to discuss the opportunity in more detail.


Due to the overwhelming application response, should you not hear from us within 5 working days then please assume that your application has been unsuccessful.