Account Handler

Account Handler – Financial Institutions

Location: London

Salary: £40,000 - £70,000 (depending on experience) + benefits

A dynamic Lloyd’s insurance broker is seeking an experienced Account Handler to join its Financial Institutions division. This is a fantastic opportunity to work closely with senior brokers and contribute to the placement and servicing of complex FI risks.

Role Overview

As an Account Handler in the FI team, you’ll play a pivotal role in delivering exceptional client service and technical support across the full policy lifecycle. Your responsibilities will include:

• Maintaining accurate internal records and ensuring compliance with regulatory procedures
• Collaborating with the Head of FI to place client policies
• Providing technical expertise throughout the quote and placement process
• Preparing policy documentation efficiently and ahead of inception