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Technical Account Handler
I’m working with a really strong specialist brokerage in Warwick who are looking to bring in a Technical Account Handler. This is a non-client-facing role, so it’s ideal for someone who prefers the technical and operational side of broking rather than being on the phones or in meetings all day. The business focuses on medical indemnity and works with A-rated insurers, has an excellent reputation, and offers a stable, supportive team environment.
Day-to-day, you’ll be involved in the smooth running of all policy and operational processes. This includes preparing and issuing policy documents, checking everything is accurate before binding, and looking after all payment processes such as BACS, card payments and finance agreements. You’ll reconcile insurer invoices, approve settlements, and make sure everything ties up correctly. There’s also a big focus on producing MI, so you’ll run weekly, monthly, quarterly and annual reports, and you’ll help the team by preparing renewal information ahead of each cycle. You’ll also track claims activity, update the system, and flag anything that needs attention. There are general admin and operational tasks too, all geared towards keeping the team working smoothly.
They are looking for someone with previous experience in insurance admin or technical broking support, ideally within professional risks or another specialist area. You’ll need good knowledge of policy documentation, bindings and settlements, and be confident working with data. Strong attention to detail is key, along with good organisation and the ability to manage your own workload without needing to be chased. Experience with MI reports or claims would be helpful, but they’re open if you have the right background and approach.
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