Account Handler

Key Responsibilities

Administrative Support

• Process all construction insurance documentation, including Contractors All Risks (CAR), Contract Works, Employers' & Public Liability, Plant (Hired-In & Owned), and Professional Indemnity for construction professionals.
• Prepare and issue cover notes, schedules, certificates, and endorsements.
• Maintain accurate client files, ensuring all construction-specific details (contract values, JCT clauses, materials, locations, etc.) are correctly recorded.
• Handle all data entry, system updates, and compliance checks with high accuracy.

Client Management

• Act as the first-line contact for construction clients, ensuring timely and professional responses to queries about cover, documents, premiums, and policy requirements.
• Assist clients with documentation needed for tenders, site entry, and contract compliance.
• Support onboarding of new construction clients, ensuring all information is gathered efficiently (e.g., plant lists, project details, wage/turnover splits).
• Build strong working relationships with site managers, project directors, contractors, and office administrators.

Renewal & Broking Activity

• Gather renewal information such as updated wage/turnover split, plant values, contract sizes, and major project updates.
• Liaise with insurers/MGAs to obtain terms for construction risks and negotiate competitive quotes.
• Prepare comparison tables, renewal reports, and risk presentations.
• Review all insurer documents for accuracy, including endorsements relating to JCT requirements, height/depth limits, use of heat, or specific plant limits.

Operational & System Management

• Use Acturis for all processing, including MTAs, renewals, new business, and document generation.
• Ensure all regulatory and compliance requirements are met, including duty of fair presentation and construction-specific risk information.
• Support credit control by monitoring payments, insurer instalments, and ensuring construction clients have up-to-date financial records.

Skills & Experience Required

Essential

• Experience as an Account Handler or Administrator within commercial insurance.
• Strong administration background, ideally within construction or high-volume technical policies.
• Understanding of construction insurance products (CAR, EL/PL, Hired-In/Owned Plant, PI).
• Excellent communication skills and confidence dealing with contractors and site-based personnel.
• Strong organisational skills and the ability to manage multiple enquiries in a fast-paced environment.
• Familiarity with Acturis or similar broking systems.

Desirable

• Previous experience handling construction clients of varying sizes.
• Exposure to negotiating construction terms with MGAs and specialist insurers.
• Progress toward Cert CII or willingness to study.

Key Attributes

• Detail-focused and accurate, particularly with construction schedules, plant lists, and contract values.
• Client-oriented with a professional, supportive approach.
• Technically curious, eager to build deeper knowledge of construction risk.
• Organised, capable of handling volume while maintaining quality.
• Collaborative, working closely with Account Executives, brokers, and insurers.
• Proactive, anticipating client needs-especially around renewals and tender deadlines.

Hybrid working - Monday and Friday WFH