Job Description

Job Title:

Senior Account Handler

Department:

Corporate Business Team

Manager(s):

Stefan Daines

Working Schedule:

Full Time. Fixed 9am to 5pm, Monday - Friday

Working Location:

Fixed Office Based / Future Hybrid Opportunities

Annual Leave:

25 days plus standard public holidays (pro-rata)

Annual Salary:

35,000 - 45,000

Additional Pay:

Performance bonus (New Business & Account Growth)

Experience:

5 Years CommercialInsurance (required)

Work Authorisation:

United Kingdom (required)

Application Deadline:

30/11/25

Expected Start Date:

12/01/26

:

Duties will include customer facing general administration for Commercial Clients.

Lines of business will include Business, Construction, Professions, Property Owners, Motor and other SME and mid-corporate insurances.

The job will work alongside an Account Executive for renewals and new business, from obtaining quotations, processing mid-term adjustments, issuing policy documents, and basic accounting procedures.

Flexible working arrangements may be available once initial training is completed and role can be undertaken without permanent supervision.

Duties and Responsibilities

Renewal case management.

Assisting with incoming queries from customers, insurers and other third parties.

Administration of renewal documentation, renewal quotations, mid-term adjustments, new business enquiries, claims and accounting procedures.

Oral and written communications to clients, insurers and other third parties.

To ensure minimum annual CPD training is completed.

Common Responsibilities

Greet all incoming calls in a professional courteous business manner.

Comply with all company procedures.

Comply with all FCA relevant regulations.

Document and maintain all conversations and communications with clients and insurers on system back-office administration.

Flexibility, understanding and assisting fellow employees when the workloads of others is greater than your own or when your specific knowledge is required.

Generation of Insurance Proposals and Renewal Proposal documentation including Demands & Needs Statements within regulatory timescales.

Embrace the core values of Daines Kapp of utmost professionalism, flexibility and teamwork.

Maintain total integrity and confidentiality.

Knowledge, Skills and Abilities

Prior knowledge and experience in the commercial insurance broking industry is required.

Experience working on the Acturis platform is preferable but not essential (training will be provided).

Working knowledge of Microsoft Office products, including Outlook, Word and Excel.

Understanding and application of AI platforms are preferred.

Effective and accurate communicator both oral and written.

Effective interpersonal skills.

Ability to understand customers' needs effectively.

Ability to build effective business relationships.

Ability to learn and manage change quickly and effectively.

Ability to work supportively and jointly with colleagues.

Ability to work under pressure and to deadlines when required.

Ability to work without supervision.

WHY WORK AT DAINES KAPP?

We are a family run, independent insurance brokerage, focused on providing market leading advice to our clients. If you want to experience a wide range of different commercial insurances, encounter technical and challenging placements, in a client facing role, then you are looking in the right place.

We understand the importance of a good work life balance.

ADDITIONAL INFORMATION:

This document outlines the duties required, for the time being, of the post entitled Senior InsuranceAccount Handler to indicate the level of responsibility. It is not intended to be a comprehensive or exhaustive list and the Senior Management may vary duties, from time to time, which do not change the general character of the job or the level of responsibility entailed.

Job Type: Full-time

Pay: 35,000.00-45,000.00 per year

Benefits:

Company events Company pension
Experience:

Commercial Insurance: 5 years (required)
Work authorisation:

United Kingdom (required)
Work Location: In person