Employee Benefits Account Manager

Job description

My client is recruiting for an EB (Employee Benefits) Account Handler to manage the day-to-day operations of client portfolios, acting as the primary office-based contact. They are responsible for processing renewals, mid-term adjustments (MTAs), and new business quotes while building strong relationships with clients and insurers.

Key Responsibilities:

Portfolio Management: Handling a portfolio of clients, ensuring accuracy in documentation, renewals, and adjustments.

Client Support: Acting as the main point of contact, resolving queries, and providing technical advice.

Renewals & Quotes: Managing the end-to-end renewal process and preparing quotations.

Compliance: Ensuring all actions comply with FCA regulations and internal company policies.

Relationship Building: Maintaining strong, positive relationships with both clients and insurers.

Requirements & Skills:

Experience: Previous experience in commercial insurance,, or specialized areas like employee benefits.

Qualifications: Often expected to hold or be working towards Cert CII.

Skills: Strong communication, organizational skills, attention to detail, and proficiency in Microsoft 365 and broker systems.

Salary: From £28,000 to over £40,000 per year, often dependent on experience.

Location - Leeds

Progression: Opportunities to advance to Senior Account Handler, Account Executive, or Broker roles.

Extra information

Status

Open

Education Level

Secondary School

Location

Leeds

Type of Contract

Full-time jobs

Published at

04-03-2026

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English