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Account Handler/Senior Account Handler – Specialist Lines
- Wolvey - ranging from £20,000 to £ 30,000 dependent on experience
Closing Date:
About The Company

Tasker Insurance Group is an insurance intermediary group with Retail and Wholesale Broking businesses, including a Lloyd’s broking team, and an MGA, Gresham Underwriting.  Employing 90+ staff in five UK offices we provide insurance broking and risk management solutions to businesses and their people, as well as wholesale broking support to other UK Brokers.

About Tasker Insurance Brokers

Tasker Insurance Brokers Ltd is the retail business of Tasker Insurance Group and provides insurance services to UK SMEs and their people.

Within Tasker Insurance Brokers we operate various Retail Specialist Divisions.  These specialisms include:

Travel Risk Professionals – a specialist division which primarily provides products and services to the Travel & Tourism sector in the UK & Ireland. This division serves direct retail clients and wholesale clients.

Tasker Technology Risks – a specialist division focusing on Technology & Life Sciences for UK domiciled multi-national businesses

Purpose of the Role

The role of Account Handler / Senior Account Handler is to work with the Account Executives of Tasker Technology (for serviced clients)  and on own account, with support from Account Executive, for non-serviced clients,  to deliver service and client retention results in accordance with business targets.  This is a service-based role and requires the delivery of excellent customer service within the commercial and regulatory systems set by the company. Applicants must have excellent communication and written skills with a keen eye for detail, together with a good level of insurance technical knowledge in all types of insurance contracts dealt with. In addition, the role requires certain support/administrative  functions for both Account Executives and sales department.

Key Responsibilities
  • Gather information (from Account Executive for serviced clients and directly from client for non-serviced clients) to assess the client’s insurance needs and risk profile.
  • Assist in the preparation of risk presentations for insurance underwriters and negotiate terms accordingly.
  • Assist in the preparation of renewal reports in accordance with agreed timescales.
  • Renew and instruct mid-term adjustments on existing policies.
  • Check insurer documentation and send to clients in accordance with company Service Level Agreement, always ensuring their accuracy.
  • Provide ongoing support and advice to clients as appropriate
  • Progress claims and keep the client updated
  • Keep up with changes in the insurance market, products and clients’ industries.
  • Manage own files in accordance with company procedures.
  • Build and maintain ongoing relationships with clients and underwriters.
  • Confine advice and information to those areas in which you are deemed competent, otherwise seeking advice as appropriate.
  • Maintain and develop income in accordance with personal targets.
  • Data input into the system, in line with the company procedures.
  • Adhering to Company strategy in relation to placement, fees and premium finance
  • Demonstrate confident and efficient telephone skills.
  • Ensure adherence to the company’s systems and procedures at all times.
  • Ensure adherence to the company’s compliance systems at all times.
  • Respond promptly to client queries and ensure that all communications with clients and/or insurers or other business contacts are accurately recorded (in writing).
  • Assist other areas of the business as and when required to do so


This job description is not exhaustive, but is provided to assist the applicant to know what his/her main duties would be.  It may be amended from time to time in line with the demands of working in a fast-paced and dynamic company.

Skills & Knowledge
  • Be able to prioritise and organise own workload to ensure that deadlines are adhered t
  • Be able to liaise with colleagues and work supportively and jointly when appropriate.
  • Be able to develop and sustain relationships with both internal and external clients and contact
  • Demonstrate confident and effective written and verbal communication skills.
  • Use good interpersonal skills, including questioning and listening.
  • Use judgement and experience of insurance matters to know when to seek help or advice from supervisor or senior colleagu
  • Be able to work under pressure and to deadlines when required.
  • A good level of  technical insurance knowledge and a willingness to learn
  • An excellent standard of computer literacy including the use of PCs, and Microsoft Office.
Remuneration Package

This will consist of:


  • Salary ranging from £20,000 to £ 30,000 dependent on experience
  • 25 days holiday plus Bank Holidays
  • Membership of the Group Death in Services plan *
  • Membership of the Group Income Protection plan *
  • Workplace Pension Scheme
  • 6 months probationary period


* upon satisfactory completion of the probation period

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