Account Handler
Location: Birmingham
Reporting to: CEO
Salary: £30,000-£35,000
The Company
Exance Services Limited is a specialist Managing General Agent (MGA) focused on construction and property insurance. We partner with brokers and intermediaries to deliver expert underwriting and tailored insurance products through delegated authorities. Our model combines deep sector expertise with strong distribution and capital relationships to support sustainable growth.
The Opportunity
This is a client and broker servicing role, focused on delivering a high standard of support across a portfolio of broker partners.
You will act as a key day-to-day contact for brokers, supporting them with:
- policy queries
- mid-term adjustments
- renewals
- general servicing needs
The role is ideal for someone who enjoys relationship management, providing excellent service, and working within a collaborative insurance environment.
Role Overview
Broker Servicing (Core Focus)
Act as the primary point of contact for broker enquiries
Provide timely and professional responses to:
- policy queries
- coverage questions
- documentation requests
Build strong working relationships with broker partners
Deliver a consistent, high-quality service experience.
Policy Administration
Manage:
- new business processing
- renewals
- mid-term adjustments (MTAs)
Ensure all documentation is:
- accurate
- issued promptly
- compliant with internal and insurer requirements
Maintain well-organised and up-to-date records
Renewals & Retention Support
Assist in the renewal process by:
- preparing documentation
- liaising with brokers
- ensuring timely turnaround
Support retention by maintaining strong broker relationships and service standards
Data & Compliance
Maintain accurate records across internal systems
Ensure all activities meet:
- regulatory requirements
- delegated authority guidelines
Support reporting and audit processes where required
Experience & Qualifications
- 1–4 years in insurance account handling, broking, or administrative support
- Experience in property or commercial lines (desirable but not essential)
- CII qualified or working towards
What we offer
- Competitive salary with performance-linked bonus
- Senior, high-impact role in a growing specialist MGA
- Direct exposure to capacity strategy and market relationships
- Opportunity to shape placement strategy and product development
- Entrepreneurial and collaborative working environment
…