Account Handler - Corporate

How you will make an impact 

As a Senior Account Handler, you will play a pivotal role in delivering outstanding client service and managing complex insurance portfolios. Working alongside Account Executives, you will ensure the retention and growth of client relationships while supporting the overall team objectives. This role involves offering expert advice, proactively managing renewals, and providing bespoke insurance solutions that meet clients' needs. A strong emphasis is placed on compliance, professionalism, and maintaining the highest service standards.  

Key Responsibilities 

Client Management:  

• Build and maintain strong relationships with clients, understanding their needs and delivering tailored insurance solutions.
• Manage a portfolio of commercial insurance clients, ensuring their requirements are met efficiently and accurately.  
• Act as the primary point of contact for client inquiries, providing prompt and professional responses.  

Renewals and Policy Management:  

• Oversee the entire renewal process, negotiating terms with insurers to secure optimal outcomes for clients.  
• Ensure the accurate and timely administration of insurance policies, endorsements, and cancellations.  
• Proactively identify opportunities to enhance client coverage and protection.  

Compliance and Risk Management:  

• Ensure strict adherence to FCA regulations, Consumer Duty obligations, and company compliance standards.  
• Maintain accurate and up-to-date records in line with regulatory and internal requirements.  
• Conduct quality checks on documentation and processes to ensure compliance and mitigate risks.  
• Provide guidance to team members on regulatory standards and best practices.  

Collaboration and Leadership:  

• Work closely with Account Executives to deliver seamless client service and achieve team objectives.  
• Support and mentor junior Account Handlers, sharing expertise to aid their development.  
• Collaborate with colleagues across departments to address client needs and improve workflows.  

Market and Industry Engagement:  

• Stay informed about industry trends, market developments, and regulatory changes.  
• Build and maintain relationships with insurers and other key stakeholders to negotiate favourable terms for clients.  

About You  
Attributes: Skills: Qualifications 

Candidates must meet the essential criteria through relevant experience or demonstrated transferable skills. However, desirable attributes, skills, and qualifications will be considered a strong advantage. 

Essential  

• Significant experience in a senior account handling role within the insurance sector or specialism.  
• In depth knowledge of commercial insurance products, markets, and underwriting processes.  
• Proficiency in using insurance platforms and client management systems.  
• Strong understanding of compliance responsibilities, including FCA regulations, Consumer Duty obligations, and other relevant standards.  
• Proven track record of ensuring all client and policy documentation adheres to regulatory and company compliance requirements.  

Desirable 

• A CII qualification or a willingness to work towards it with business support.  
• Experience using Acturis or similar systems to manage insurance portfolios and streamline operations.  

Key Skill & Attributes  

• Exceptional organisational skills, with the ability to prioritise tasks and manage multiple deadlines.  
• Strong communication and interpersonal skills, enabling effective client and team collaboration.  
• Proactive problem-solver with a detail-oriented approach.  
• Client-focused mindset, consistently striving to exceed expectations.  

Right to work  

• Candidates must have the legal right to work in the UK. 

Life at Clear – Your Career, Your Future 

At Clear Group, we foster an inclusive, forward-thinking culture where everyone is empowered to thrive. Our Employee Value Proposition is built on trust, collaboration, and opportunity, ensuring that every team member is supported, recognised, and given space to grow. Whether you're nurturing long-term client relationships or shaping the future of the business, you’ll be part of a team that genuinely values you as an individual. 

Belonging is at the heart of everything we do. We are proud of our diverse and welcoming workplace, where everyone feels seen, heard, and respected. We know that the best ideas and innovations come from a mix of perspectives, and we believe we are Stronger Together — working as one team to deliver excellence for our clients, colleagues, and communities. 

Our Values in Action 

Our culture is grounded in professionalism, integrity, and teamwork. We’re looking for individuals who share these values, those who take pride in delivering outstanding service, supporting their colleagues, and contributing to something bigger than themselves. 

We succeed by working together. We actively champion a culture of belonging, where every voice is valued, and where success is measured not just by results, but by how we achieve them, collaboratively and with purpose. 

Our EVP – Why Clear 

At Clear, our culture is shaped by a shared commitment to excellence, adaptability, and continuous improvement. We believe people do their best work when they feel supported and inspired, so we invest in our people and empower them to thrive. 

We celebrate ideas, encourage personal and professional growth, and recognise that real success is always a team effort. We foster an environment where your career can evolve, your contributions are acknowledged, and your potential is realised. 

Because at Clear, we grow, thrive, and succeed — together. 

Clear Benefits 

We know that great teams, career growth, and a supportive work environment are key to your success. Alongside a competitive salary, we offer a range of benefits designed to support your wellbeing, work-life balance, and future. 

• Wellbeing Support: Access our Wellbeing Hub, Employee Assistance Programme, and Group Medical Insurance, plus gym membership discounts and an eye care scheme. 
• Flexible Work-Life Balance: Enjoy hybrid working, up to 27 days of annual leave (increasing with service), plus the option to buy extra days. 
• Future Planning: Benefit from a contributory pension, Group Life Assurance, and Income Protection for added peace of mind. 
• Rewards & Recognition: Earn bonuses for successful referrals and professional qualifications. 
• Giving Back: Take volunteer days to support causes that matter to you.